With emotional storytelling and a new brand focused on the firm’s value proposition.
A unique financial services brand in under a year
In 2017, we partnered with Guilfoyle Financial to create a new financial services brand as the team behind this privately owned wealth management firm in Toronto joined forces with a new partner.
Working with the team, we put together everything a startup needs from a branding and marketing perspective to help them accelerate their business development efforts. In nine months, we launched Chronicle Wealth, a wealth management company with a compelling value-based story.
The best name is the one that resonates with your values, aspirations, and culture. If it’s ownable, pronounceable, spellable, memorable, doesn’t have negative connotations, and can be registered legally and as a domain, you’ve struck gold!
By gaining an understanding of the value our client placed on heritage, roots, and creating happy memories, we landed on the name that clicked: Chronicle Wealth.
Storytelling establishes an emotional bond and differentiates you from the rest, especially in a traditionally bland and emotionless industry like financial planning.
From the name and logo to the website and sales collateral, every expression of the Chronicle Wealth brand reflects the firm’s commitment to helping clients write new chapters in their proud family legacies.
Financial planning presentations tend to follow the same tired structure: our experience, what we can do for you, how we do it, what our clients say.
A better approach? Focus on client value from the beginning to show that you understand what keeps your client up at night.
We helped Chronicle Wealth flip the script with a custom pitch deck and sales strategy designed from the client perspective to better connect with prospects on an emotional level.
We initially approached Hyphen as I was classmates at Queen’s University with Richard. We quickly found that they were able to translate our requirements into a unique and emotionally powerful brand while providing everything we needed (and things we didn’t even know we needed) from a marketing perspective to get our new business up and running quickly.