Home > Case Studies > WIN Financial
New branding and marketing makeover produces IMMEDIATE lift in business…
Janeece Giraldo and Peter Varcoe at WIN Financial Network had their sights set firmly on diversification and growth, but to achieve this, they realised they needed help with their marketing. Fortunately, Brisbane-based sales and business development expert, James Yuille, was able to refer them to Crockford Carlisle.
Passion and promise
The first step was to develop a new brand promise (the cornerstone of all other marketing) to match WIN Financial’s new, more sophisticated and comprehensive service offering.
Janeece expressed the company’s passion for helping their clients succeed by saying: “I don’t care HOW we get them there. We just want our clients to become wealthy!”
This powerful statement evolved into the company’s new brand promise: One destination. Many paths.
Projecting confidence
The WIN Financial logo was redesigned to match this strong new promise.
The Crockford Carlisle design team came up with a VERY strong new logo — the circle draws focus to the centre, and supports the brand promise beautifully. The clean, simple elements have dramatic impact, and make the design easy to remember.
Most importantly, the new logo exudes confidence — an essential aspect for a business in the financial sector.
Immediate benefits
Peter Varcoe was happy to report that WIN enjoyed almost immediate benefits from their new branding and marketing materials:
“We took our new marketing material to the Franchising, Investment & Property Expo, and were amazed at the results. I was so delighted I just had to send a ‘thank-you' email to James for referring us to the fantastic team of professionals at Crockford Carlisle.”
Peter’s email
“Hi James,
Further to our conversation this morning, I would like to put in writing the following for you.
We exhibited at the Franchising, Investment & Property expo last weekend, 12-14 September 2008.
Our results from the exhibition are as follows:
- 118 Financial Planning prospects
- 18 Mortgage Brokers who want to speak in detail with us regarding what we can do for their clients in the areas of superannuation, insurances and investment property
- 38 Franchisors who want to speak to us in detail regarding WIN Financial Network working with them for superannuation, insurances and other investments for them and their franchisees and team members.
This is an absolutely fantastic result for us and is due in no small part to the work we have done with both yourself regarding our prospecting approaches and sales scripts in general—and also the attention that was commanded by the banners and information brochures we used which was directly attributable to Jerry Crockford and his team at Crockford Carlisle.
They really have done a fantastic job with their designs and the wording on all our new promotional material, but we especially take great delight in the new logo and corporate branding which his team have done for us.
The Crockford Carlisle team was a referral from yourself and we thank you again for putting us in touch with them.
Have an awesome day
Peter Varcoe”
The future looks bright for WIN Financial
Armed with their new branding and marketing literature, Peter and Janeece are now in the process of establishing affiliate businesses, which enable them to offer a ‘one stop shop’ to meet a variety of financial and investment requirements.
They have a strong focus on system development to ensure a consistently high level of service, and are now opening offices in other centres to expand their reach on an interstate level.