Case study:
The Ask
How do you enable people to take control of their retirement by doing it themselves?
Retirement Researcher is the sister company of McLean Asset Management. While McLean focuses on helping you, Retirement Researcher focuses on helping you help yourself. How do we build a brand that caters to those who desire to take control over their own retirement?
The Work
We create materials that are clear, concise, and presented in a professional visual style
When we analyzed their current customers, it was easy to recognize that they were analytical information seekers. We built a brand that uses color, imagery, and clean, sharp angles to create a connection with current and potential customers.
Graphics and imagery focus on clean lines and graphical representations of analytical thinking. Retirement Researcher customers love to look over and analyze data, and our brand constantly is injected with subtle nods to this.
While Retirement Researcher is a brand, the real value of the business is the Academy, which is a full-fledged software platform that contains the full retirement curriculum.
Numerous sales pages, landing pages, and general messaging has been created to capture potential customers and guide them to signing up for the Academy.
Everything together in a dashboard
We redesigned and rebuilt Retirement Researcher Academy, fully injecting our updated branding into the platform while performing a complete re-evaluation of the user experience.
From social media advertising, to general platform design, we’ve built a design language that is uniquely identifiable and infinitely moldable to whatever execution is needed.
The Results
An influx of new subscribers and a re-invigoration of the current community.
Your best salespeople are the people who already use your product. The rebrand and rebuild of Retirement Researcher and it’s flagship platform excited current subscribers which led to more word of mouth than ever before. New sales pages and materials have led to new growth through digital marketing, a funnel that had not been tapped prior.
Services Provided
- Extensive social campaign creation and management
- Social Media Strategy Creation, Management & Training
- Social Media Content Creation
- Graphic Design
- Video Production & Editing
- Google Ads PPC Marketing
- Email Marketing Strategy & Execution
- SEO
- Marketing Strategy/Plan Development & Execution
- Branding Strategy & Execution
- Web Design & Development