Copywriting
Building Alignment for a Faith-Based Wealth Management Brand
The Problem
An Indistinct Brand Lost in the Background
The main problem facing Steward Wealth Strategies was that their messaging did not fit their highly specific target audience and their website was lackluster.
Since the company’s messaging did not speak to anyone in particular, it spoke to no one. If a prospect visited their previous website, there was nothing that communicated Steward Wealth Strategies unique benefits. They looked like “just another wealth management firm,” and a potential client would have no way of knowing what they stood to gain by partnering with them.
The Solution
Discovering & Displaying Unique Benefits Front and Center
First, we needed to clarify the messaging of Steward Wealth Strategies. We did this by taking them through the first steps of our Marketing RAMPⓇ process, which explores their ideal audience in several ways: their demographics, their pain points, their fears, and what it is they value most.
Only after clearly defining their ideal audience needs, wants, and values did we begin to dig into what made Steward Wealth Strategies special.
More specifically, what made them special to their ideal buyer?
The answers to those questions provided the foundation for the company’s “special sauce;” that is, what made them unique from the competition. And their special sauce is what provided the clarity for their aligned messaging, which we put front and center as we redesigned their website.
We then designed and built a beautiful website with easy-to-use, intuitive functionality. We included an educational lead magnet on “Purpose Driven Planning” that provides the reader with helpful information and a checklist.
By providing value and education from the very beginning, Steward Wealth Strategies immediately demonstrates their knowledge and expertise, naturally building trust with prospects.
The Results
A Beautiful Website That Builds Alignment & Trust
“I didn’t love how the site looked and it didn’t reflect what we do as a firm, especially the faith-based aspect of it.
Now it’s a much clearer picture! With the SEO aspect people will find us faster and understand us more easily and quickly. The well-laid out site represents our brand better and will bring in the kinds of clients we’re looking for, both portfolio-wise and people who we’re in alignment with — namely, people who are looking to be generous with their income”
Allison P.
Steward Wealth Strategies
