Wealth management branding is something that takes time to build. A brand is something that goes beyond just a name and tagline; it's something that should encompass the ethos and mission of your organization. In the financial planning world, it can be hard to stand out. But, if you can define your purpose in an upfront manner and use it to inform some of the larger content and marketing decisions, it will help your organization stand out. Designing packaging that complements a brand becomes easier as well. 

Crafting a Wealth Management Branding Strategy

What do you do? Why? Who's your ideal client? 

These are just a few of the questions that can help inform your wealth management branding strategy (for more, check out this Financial Advocates piece). Your marketing and branding efforts should inform how you talk about these five elements:

  • Products
  • Services
  • Target client
  • Value proposition
  • Passion

As this alignment becomes more apparent, then it can branch out to help inform other initiatives. 

In the project above for Beacon Capital Management, look at the different elements present. From the lighthouse imagery to the tagline to the use of color and box style... What do all of these elements communicate?

Asking the Right Questions

Building a brand is an ongoing process. Share your successes, community feedback, and more in your marketing channels, and use it to inform design and content decisions. This example showcases how imagery and words can evoke specific sentiments and feelings about an organization. Leave it to Sunrise Packaging to bring your brand into a tangible form. It's our job to know when to recommend soft touch lamination, embossing details, and more finishing options. 

When you're ready to firm up your brand with customized packaging, call Sunrise!