Highview Advisors
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HIGHVIEW ADVISORS
Financial Experts
Highview Advisors is a financial investment and planning firm in the Twin Cities that helps their clients with a diverse range of financial services including financial management, from investment and retirement to risk management and estate conservation. The company sought out Augabout Consulting for marketing consulting to help create a set of slides for sales collateral to help them achieve their business goals.
The Challenge
The decision makers within Highview Advisors wanted to achieve a message that conveyed their approach to a cohesive investment and financial strategy. They also wanted to use a message that would appeal to the lifestyles of two distinctly different types of customers: Upper income professionals/families and organic farmers. They needed a way to get their message across visually and employ the right idea that would bring their brand together with the pitch idea.
What We Did
Augabout Consulting was able to achieve this with a neutral analogy using buckets and created a style to reflect their corporate guidelines. Augabout Consulting worked directly with Highview to meet rigorous compliance standards. Augabout Consulting also supplied a creative design package for a brochure used in Highview’s print marketing efforts. The visual presentation followed corporate compliance/style standards and also created that cohesive message identifying two distinct markets for these financial services in the Minneapolis/St. Paul metro area.
What We Achieved
"You can count on Dave to deliver. He demonstrated great flexibility as he received feedback and came back with even better approaches to the brochure and sales literature. People have commented, already, on the simple, professional design.
Thank you! "
Sonja D. Bjork / Highview Advisors, LLC