Modern RIA Marketing
JNBA Financial Advisors, a premier RIA firm dedicated to high net worth individuals, sought to enhance their market presence and client engagement. Despite their strong reputation, JNBA faced challenges in differentiating their brand in a competitive market, optimizing client experiences, and fostering a distinctive company culture that aligns with their values and mission.
Invstly Responsibilities
Fractional Chief Marketing Officer - 1 year
Brand Evolution – update the brand look, tone of voice and content to match the $1+ Billion AUM it had grown into
Championed cross-department brand engagement
Outsourced Marketing - curated teams of designers, developers, photographers and support integrated marketing strategy aligned with partner vision + roadmap
Brand Guidelines - developed brand guidelines for company ranging from virtual standards and office design consulting
