Navigating a Financial Future

Client acquisition marketing strategies.

As a fiduciary managing approximately $1.5 billion in client assets, Domani Wealth put all eyes on strategic client acquisition at a time when financial planning was on the minds of every future retiree. Domani selected Gavin as a strategic partner to lead the development of a clear branding campaign, using a fully integrated approach.

Looking for a standout market message, while elevating its strategy to align with the future vision of the firm’s growth, Gavin conducted in-depth client interviews and a Brandstorming™ to pinpoint Domani’s unique perspective through the voice of their target clients.

Let Us Be Your GPS was uncovered as Gavin’s creative team dug into the firm’s culture, service story and selling approach. Our team built out the storyline to appeal to the core of target client’s needs and pain points by affirming key tenants in Domani’s offering.

Services Provided

  • Strategic Messaging
  • Campaign Development
  • Website Development
  • SEO
  • Digital Advertising
  • Print Advertising
  • Email Marketing

“I expect a lot from the vendors I choose to work with. Responsive communication, thorough planning, close attention to details, and strategy insights are all a must for me when working with an agency in my role as a marketing and communications manager. Gavin has provided all this and more. They take time to gain inside knowledge about the industry, provide research and recommendations, closely manage the project steps, and communicate well. They are comfortable with direct conversations and willing to work through tough questions so everyone is aligned. The team listens well, enhancing and pivoting as needed throughout a project.”

HOLLY WHITE – Domani Wealth, Marketing and Communications