You’ll find we have extensive experience in virtually every major category. Luxury products. Financial services. Packaged goods. Technology. Publishing. Telecommunications. Travel and more. However, what really sets CharlieDog apart is the commitment we make to our clients. Your goals are our goals. We will partner with you, doing everything we can to help you unleash the full potential of your business.
Challenge
How do you help a dynamic team of wealth advisors – led by an industry powerhouse – launch an independent wealth consulting firm that stands out in a crowded field?
Solution
Play to your strengths. CharlieDog created a website that prominently features the firm’s news-making principal, including the precedents she’s helped set and accolades she’s earned. We gave the site full content management capabilities, so the LVW team can continue playing to their strengths, refreshing their content, including news, photos, and press releases, any time they want.
CHALLENGE:
How do you help wealth managers from a large brokerage house launch an independent financial services firm that leverages their local prominence?
SOLUTION:
Know the territory. The 3 partners have a strong history of neighborhood involvement. So we made sure their website highlighted their commitment to the community. We also created this custom site with full content management capabilities. The partners can update copy, photos, videos and news, themselves, any time they like. This gives them the added advantage of being able to communicate with their clients in real time.
CHALLENGE:
How do you help a financial services firm with a complex business model market itself to two distinct B2B audiences?
SOLUTION:
Sharpen their focus. CharlieDog Advertising helped Focus Financial hone its messaging by creating a modular-style website that speaks to each audience individually: Brokers in large wirehouses who are looking to go independent, and established RIAs who have the opportunity to strengthen their companies through a partnership with Focus. Once on board, we help each partner firm develop its own unique brand identity and marketing.
Focus Financial Partners
CHALLENGE:
How do you help a financial services firm with a complex business model market itself to two distinct B2B audiences?
SOLUTION:
Sharpen their focus. CharlieDog Advertising helped Focus Financial hone its messaging by creating a modular-style website that speaks to each audience individually: Brokers in large wirehouses who are looking to go independent, and established RIAs who have the opportunity to strengthen their companies through a partnership with Focus. Once on board, we help each partner firm develop its own unique brand identity and marketing.
CHALLENGE:
How does an established financial services company that has grown from an accounting firm to wealth management re-brand itself?
SOLUTION:
Get everyone on the same page. Isaacson had a great story that was hidden beneath too much information. CharlieDog Advertising contemporized the brand, creating a new logo, tagline and website that brought the marketing up to date with the company. We also made sure that this custom site had full content management capabilities. Whether it’s copy, photos, video or news, Isaacson can update the site content, themselves.