2. Goal:
To align on a conceptual direction for 360Blue that reflects the firm’s values
and approach while attracting the ideal client set.
3. We’ll do that by:
• Looking at the competitive set to pull forward best-of examples that can be applied
to 360 Blue
• Defining your brand archetype
• Articulating your offering in a succint way
• Aligning to a conceptual direction that we will use as the foundation of the brand
moving forward
6. + Raise awareness for what you stand for, the value
you provide
+ Get potential clients to schedule appointments
+ Move towards younger professionals
+ Help users be self selective before making an
appointment
WEBSITE
GOALS
OVERVIEW:WEBSITEGOALS
8. TARGET 2
BABY BOOMERS
+ Most of current client set
+ Near retirement
+ Affluent
OVERVIEW:DEMOGRAPHICS
9. 360BLUE
INVESTMENT
PLANNING
FINANCIAL
PLANNING
Mission vision statement to come
Define what you have and what
your goals are. Give them a path for
how to get there.
THIS IS FUTURE.
Still working on
subscription vs flat fee
structure.
THIS IS CURRENT.
Tiered model where it’s smaller
% the more money you have.
Financial plan is in place, now how
do we invest your money to meet your
goals.
360BLUEOVERVIEW:OFFERING
14. 01PRICING
OPPORTUNITY
BE STRAIGHTFORWARD AND HONEST WITH
OUTLINING FEES ON THE WEBSITE.
THIS WILL SPEAK TO 360BLUE’S VALUES IN
INTEGRITY TRANSPARENCY AS WELL AS HELP
CLIENTS SELF-SELECT IN/OUT OF ENGAGEMENT.
16. 02TONE OF VOICE
OPPORTUNITY
SPEAK THE LANGUAGE OF YOUR TARGET IN A WAY
THAT DE-MYSTIFIES THE INDUSTRY/CATEGORY.
BRING FINANCIAL SERVICES/WEALTH MANAGEMENT
TO THEM.
22. OPPORTUNITY
LET YOUR DIGITAL PRESENCE (BOTH ON THE SITE
AND IN ADDITIONAL TOUCHPOINTS) BE AS WARM,
CONVERSATIONAL AND ENGAGING AS YOU ARE.
BE PRESENT AND ACTIVE IN THE PLACES YOUR
TARGET IS (AKA SOCIAL MEDIA).
05ENGAGEMENT
29. When an inspiring vision meets a winning strategy,
something special happens. You create a sum that’s
greater than the individual parts. That’s why 360Blue
Financial doesn’t treat people as clients, but as partners:
believing in your dreams and sharing ownership for what
we create together. It’s also why we’re choiceful of who
we work with, entering into a new partnership only when
we’re certain that we’re the right match for you.
So cast your vision for your financial future. And let’s get
there together—as partners.
01 THE MAGIC OF
PARTNERSHIP
Concept
30. No two financial situations are the same. And no two people
want the exact same kind of financial advice.
So at 360Blue Financial, we provide flexible support that shifts
and reshapes to be precisely what serves you best.
Are you an experienced investor? We’ll be a trusted friend who
collaborates with you. Are you a complete newcomer to financial
planning? We’ll be the sherpa who guides you hand-in-hand to
the top of the mountain.
Tell us your goals, and we’ll be just what you need.
02
JUST WHAT
YOU NEED
Concept
34. Home
Who we are Mission statement Questionnaire Transparent pricing General information Blog
External linksContact formInvestment strategies
Financial planning
Sample roadmap
People
Find out if we're a fit
Find out if we're a fit
Finding our fit
Transparent pricing
Think we match?
Link: Questionnaire
Link: Questionnaire
Link: Contact us
Link: Questionnaire
Link: Pricing
Link: Contact Us
Think we match?
Link: Contact Us
Link: Our mission
Our mission Working with us Pricing Contact us Resources
Information Architecture Concept 1 : Magic of Partnership
Page
Content
Link
Legend:
Link: Pricing
Link: Contact us
PRELIMINARYNAVIGATION/IA
35. Home
Mission statement
Questionnaire
Process Our mission General information Blog
External linksContact form
Roadmap
Pricing
History
Our services
Think we match?
Link: Contact us
Link: Investment strat.
Link: Financial planning
Link: Contact us
Think we match?Our services
People
Link: About us
Investment strategies Financial planning
Questionnaire
Process
Roadmap
Pricing
Link: Contact us
About us Contact us Resources
Information Architecture Concept 2 : Just What You Need
Page
Content
Link
Legend:
Our services
Think we match?
Link: Investment strat.
Link: Financial planning
Link: Contact us
Link: Contact us
PRELIMINARYNAVIGATION/IA
39. We don’t believe in
chasing the market.
In today’s fast paced world, people are living busy, frenetic
lives. Life’s changing realities impact people’s financial
condition. We take a sensible approach when advising on
financial matters. As part of ongoing dialogue, we often ask
“what if” questions, seeking to improve preparedness for
life’s risks and uncertainties.
For first-time savers
to sophisticated
investors
DESIGNLANGUAGE3
