“Over the last few years, working with A Business Innovation, we’ve refined our value proposition, in a time when other Financial Advisers are still grappling with how to position their business and come to terms with the implications of the RDR. Last year was our best year yet, in terms of fee revenue, and we’re looking forward to building on this success in the years ahead.”
Phil Dendy, Managing Director,
Petrus Financial Services
Case Study - Petrus Financial Services
-
Petrus Financial Services
Based in Berkshire, Petrus Financial are an award winning independently owned firm of professional Financial Advisers. They provide a range of advice services to individuals, families and businesses.
Challenge
The directors viewed the RDR as an opportunity to transform their business. They needed support defining their client value proposition and creating a service-based model to build recurring revenue.
Solution
We started by defining the client value proposition, then revitalising all of their marketing - from the website to every touch point including client agreements, subscription documentation, presentations and case studies. An outsourced marketing client we're now launching a new brand
and services. -
Related Items
-
-
Kubera Wealth
Value proposition and website for new private client business, designed to capture the distinct brand personality.
More -
Bluecoat Wealth Mgmt
Value proposition and website to attract the attention of a tight niche seeking legacy advice and retirement life planning.
More -
Dragonfly Planning
Website featuring case studies and testimonials, as well as a corporate brochure to launch the new family office services.
More
-
-