PRUDEO PARTNERS
Are you on the right path to achieving what is most important to you?/h2>
When two financial advisory groups split between the North and the South decided to join forces under one united brand, they reached out to the branding team at YCP for help.
PROJECT TEAMS
Strategy Branding & Design
Motion & Video Web Experience
NAMING & BRANDING
“We needed everything: a new name, a new logo, new mission and vision statements, a new tagline and they delivered that - and more.”
– SHEILA LITTLE, Wealth Management Advisor
Creating the perfect name
How do you create a unique name that brings together the culture and rich history behind two unique financial firms? It begins with an intentional discovery process aimed at identifying the similarities – and differences – of each group and melding them together into a lasting brand that truly reflects who they are. Like the two offices coming together, we joined two root words that spoke to the value they bring: helping clients pursue the wisest path for their finances toward a specific future outcome.Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Need a new name? Let's Talk
Prudence
English
Pursuit of a wise, careful way
LatinTo advance toward a specific goal
English
Pursuit of a wise, careful way
"Our YCP developed marketing roadmap helps us move forward with confidence and ease."
– SHEILA LITTLE, Wealth Management Advisor
We Don’t Believe in Cookie Cutter
Financial advisory website designs all tend to look the same, from re-used, stylized stock imagery to similar messaging. To differentiate Prudeo, we took a content-first approach with fresh, engaging lifestyle photos to branded, custom motion graphics that come to life as you scroll through important sections.
It was extremely valuable for me to have all six teams under one roof. I didn’t need to quarterback and arrange the outsourcing of all my needs.
– Sheila Little, Wealth Management Advisor
Messaging That Just Makes Sense (& Converts)
Messaging That Just Makes Sense (& Converts)
Understanding the needs and pain points of your audience is foundational to writing content your visitors will actually read. We want a visitor to come away from your website feeling “they really understand what I need. This is the firm I need.” By starting with audience personas, we crafted messaging that’s aimed at the unique needs of each of Prudeo’s audience groups so that their website both engages and converts visitors to take the next step.
Intentionally Captured to Communicate
One of the hallmarks of Prudeo is their intentional focus on building life-long relationships. But how do you communicate this to a first-time prospect who visits your website? We captured lifestyle photos of Prudeo’s team in action as well as engaging video of the advisors working with clients to convey the warmth of relationship that differentiates this firm.
Becoming Part of Our Family
“Relationships” isn’t a popular buzzword we use to win clients. When we adopt a new client into the YCP family, we make a commitment to do whatever it takes to help them achieve the critical goals that lead them to us – and to do that in a highly personalized way. Whether it’s learning their preferences, sending hand-crafted birthday cards, quickly returning phone calls, and always asking them how their day has gone, our clients quickly become our friends that we would give the shirt off our backs to help them succeed.