SmartPro was already the largest financial advisor firm within the Ramsey SmartVestor program, but they were ready to take it to the next level. They wanted to expand their reach and recruit advisors all over the U.S. To do this, they needed an updated brand and clear message.
Solution
We worked with them to define a clear message and designed a custom brand identity that reflected their family values and varied experience. We also developed an email sales funnel for new advisors.