The Harrison Fiduciary message was not resonating with key prospects, so they engaged Spencer Brenneman to rethink their approach. We updated their brand strategy, website copy, and visual identity. We also produced a video series and a dimensional direct mail campaign for them.
Client focus: Financial Services
Main goal: Brand strategy and marketing
”"We worked with Spencer Brenneman to create our messaging strategy, videos, marketing content, and more. Creative, insightful, patient, and incredibly talented, we couldn’t be more satisfied."
Keith FlynnChief Marketing Officer
We updated their brand strategy to focus on what makes Harrison Fiduciary unique.
Updated Visual Identity
Harrison Fiduciary came to us with a strong visual identity. We made some tweaks, however, to bring it more in line with their updated messaging.
Along with the updated visual identity, we rewrote and redesigned much of their website to reinforce their focus on retirement plan participants.
We also created videos of their founder explaining why outsourcing fiduciary responsibilities is imperative.
Dimensional Direct Mail
Getting the attention of their audience was a challenge since most prospects did not know a solution like Harrison Fiduciary’s existed. We created a dimensional direct mail campaign that stood out!
We mailed large boxes that included a retro board game, reinforcing the message that plan sponsorship is no game.
The concept revolved around the 1974 law that created corporate fiduciary committees. It illustrated how much the world has changed in 50 years.
We gave them a new presentation template that reinforced the most important parts of their brand.
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