position wealth llc
A Textbook Case for a Successful Brand Launch
Toolbox Studios partnered with the Position Wealth LLC (Position) team in 2019 to define their brand, create their website, and strategically launch their new brand through TruClarity Wealth Advisors’ (TCWA) guidance.
branding
Stationery
web design
social media
content management
digital marketing
THE CHALLENGE
The now-owners of Position, Cary and Danny were financial advisors under Merrill Lynch, but wanted to become independent. They began their journey by reaching out to TCWA to help with their departure, who then introduced Toolbox Studios. With this being a unique brand launch, we worked closely with the Position and TCWA team to maintain compliance standards, while launching a new brand that would attract attention, grow their clientele into new markets, and eventually, increase their number of employees and branches.
THE SOLUTION
Toolbox Studios, the Position team, and TCWA team worked together to develop:
- A defined brand guide that reflects the personality and mission of the Position team through their tagline, mission and vision statement, and imagery
- The tagline, Discover Your Value, that alludes to Position’s attitude towards empowering their clients and providing the tools to discover their value
- Collateral items such as business cards, pocket folders, letterhead, email signatures, envelopes, notecards, notepads, PowerPoint presentation template, and a presentation cover that fit the brand and remain compliant with TCWA standards
- A site map and website that responds to mobile and desktop displays, allows the Position clients to login to their unique portal, and is unique to the financial industry through design and animation
- A launch strategy that instantly connects to Danny and Cary’s contacts. This strategy included social media launch, a Why Brochure that explained why Cary & Danny decided to become independent advisors, a postcard, email blast, and text message that was sent to introduce Position Wealth LLC and team on the day of launch
THE RESULTS
Position launched their brand and website on September 19, 2019. Since then, the team has very successfully grown their Assets Under Management and client base and has added a new advisor to the team. Position now has offices in the Woodlands, TX, Austin, TX, and Salt Lake City, UT. With the success of Position, the management team has initiated the process of developing Position Property under their holding company. This will be one of many tuck-in companies that will launch over the next year. Toolbox Studios continues to work with Position on website maintenance, advertising strategies, social media management, and all branding efforts for the new tuck-in companies.
