New Website Redesign

TAG Advisors website interface elements showing about us and history pages

TAG wanted to work with a firm that understood their audience. The branding and recruiting work we’ve done for other broker/dealers and advisory firms convinced them to select us. Through the use of personal quotes, firsthand experiences, engaging statements showcasing the collaborative relationship, and pertinent graphics that address advisor questions, we were able to help TAG demonstrate the attention and individualized approach they provide every advisor.

TAG Advisors website redesign

We quickly moved into shaping their story, focusing on the distinct way they help advisors considering a transition identify their reasons for doing so and articulating what they’re seeking in their next move. Capturing the right language and tone was key. On the creative side, we tapped a number of elements to highlight TAG’s personality. Advisor videos and quotes demonstrate the culture and relationship. Intriguing 50/50 story graphics throughout the site reinforce the respect and understanding TAG has for each team. Bold headlines quickly convey TAG’s approach to helping advisors be who they want to be.

In addition to the site’s validity role, we also set up TAG Advisors with a lead generation opportunity. The form with their “What You Need to Know Before Choosing Your Next Broker-Dealer” download is integrated with their CRM so anyone requesting to download the guide can also be placed in a list as a lead for campaigns and additional marketing.

TAG advisors CRM integration

Share this Case Study

Grand Rapids, Michigan

625 Kenmoor Ave SE, Suite 301-3
Grand Rapids, MI 49546

Chicago, Illinois

Remote offices in Chicago and suburbs

Firestarters

Sign up for our quarterly newsletter

Blue Flame Thinking

© 2024 Blue Flame Thinking