Building you wealth from experience
We worked with Eric Rodriguez CFP®️, the financial advisor behind WealthBuilders, as his brand development consultant and strategist. We provided visual identity pieces such as logo variations, fonts and colors, website development and WordPress design services, as well as other collateral pieces such as his lead magnet, sales deck and proposal. Creating a cohesive experience is important, and then of course, it doesn’t hurt to look and feel great no matter the touch point too.
Scope of project
- Brand strategy
- Visual Identity
- Web Design and Development
- Digital and Printed Marketing Assets
Challenge
The challenge that we took on with WealthBuilders was how to appropriately position his brand while clearly portraying Eric’s style and unique approach because of his background in the tech/sales industry and the experience he had then dealing with financials. It’s important to visually portray who a person is and what it’s like to work with them behind the scenes, so our mission was to make Eric’s values, drive and knowledge be presented in a way that he deserves and open him up for new opportunities.
Outcome
After working with us, Eric went out like a whirlwind to reach out to his community, excited to share his work/platform to serve his audience. He returned for additional creative brand solutions and website design services for his site as well as his podcast “Avocado Toast” which he co-hosts. Since then, he has been featured in Yahoo Finance, MarketWatch, Markets Insider, and Morningstar. Several of which are opportunities we hoped would be available to him after working with us.
