Client:  Athena Wealth Strategies

Project:  Brand Identity
Industry:  Financial

 
 

OVERVIEW

The project begins with three partners, in three different stages of their careers with three different ideas about what their joint financial practice should be. Their client base, although not exclusively female, was mostly women, thus they wanted their new name to represent that aspect, but without turning off potential male clients.

Many strong female names for the financial firm were explored.  In the end, only one - Athena Wealth Strategies, resonated with both female and male clients.
 

PROJECT SCOPE

RESULTS

Since the new brand was developed, the financial practice has noted the following results:

  • Clients became more engaged and saw the Athena team as financial planners and advisors instead of just their "403b representative".
  • The partners developed synergy and worked as a cohesive team.
  • The firm developed more of an advice-based model.
  • The team had a clear message to their clients.
  • The Athena team had a better understanding of their competitors and how they were different.
  • One year after rebrand, revenue was up 43% over prior year and continues to increase year after year as the practice continues to grow.
  • Athena is looking at opportunities to purchase other practices. 

CLIENT FEEDBACK

"We could not be happier with the end result that came with working with Alaina and her partners. The level of service went over and beyond our expectations and we couldn’t imagine working with anyone else. Alaina’s artistic vision and her approach, truly getting to know us individually and as Athena Wealth Strategies, has put us in a position where our clients and prospects know what they will get when they work with us. The work we did with Alaina and the resulting website really sets us apart from most of those in our profession and shows clients and prospective clients who we are and what we represent. We at Athena Wealth Strategies love our website because it has become an effective tool, conveying our essence in a matter of seconds. "

 
 
 

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