Making financial planning a family affair.
Piercefield Oliver have a rather unique offering in the UK – their Premium Family Office service. The problem being that it is also one of their best kept secrets. Several of their existing clients use the service, but Piercefield have little collateral for marketing this key offering to new clients, and they asked us to help rectify this, by helping them to distill the key elements of the service into a coherent marketing message that can be offered to both clients and also to professional colleagues such as Solictors and Accountants who may also recommend them to their clients where appropriate.
Our copywriter worked with Louise to really understand what the Family Office service is, and create a piece of benefits driven copy that could form the basis of a brochure and web page that could be used to drive enquiries and ulitmately new clients to them. We then created a visual language for the service based around images of a happy family being united and linked in their goals and life and set out this offering into 2 short sales brochures – one client facing and one using slightly different language for the professional influencers.
The brochures have proved invaluable to opening up new clients and revenue streams as they form a tangible offering rather than being a bunch of services that they could talk around in general and shows the benefit of using marketing to create a tangible ‘wrapper’ around an organisation’s services in order that their clients can fully understand and buy into the offering.