Burney Advisor Services (BAS) is a platform that supports financial advisors with active investment strategies. BAS services range from research, ratings, and active stock selection, to full service portfolio management and trading - helping advisors save time, improve processes, and differentiate themselves in the market.
Burney Advisor Services (BAS) was seeking support for its new advisor platform in the form of messaging, branding, and sales collateral creation to tell the story of BAS and how its investment management services could support other advisors. Through its partnership with Craft Impact, BAS gained the tools needed to start the recruitment process.
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"Choosing Craft was an easy decision, as we had just completed a successful engagement with them on our Burney Wealth Management offering. They again thoroughly walked us through the steps of creating brand, logo, message, website and sales collateral. They reliably stay on schedule, and keep us on it as well, to ensure timely completion." Lowell Pratt Jr., CFP, President & Chairman, Burney Advisor Services |
The Burney Company had been a well-established B2C financial advisory firm since 1974, but in 2022, they wanted to start supporting other advisors. Knowing they had proprietary tools and experience that advisors would value and appreciate, BAS set out to establish themselves as a partner financial advisors could turn to when they wanted active investment research and strategies. Knowing they needed to create a whole new brand for their B2B services, BAS hired Craft Impact to guide them through the process. BAS also engaged with our sister company, Vantage Impact, for strategic industry-specific consulting.
THE CRAFT IMPACT SOLUTION
When a company or offering is new, it can be particularly challenging to have a focused, consistent message across marketing and sales materials. Our clients often have so much they want to say, but struggle to refine their message and articulate their story. That’s where Craft Impact comes in. Starting with StoryBrand messaging and logo design workshops, Craft Impact guided BAS on a journey to define how BAS acts as a guide for other financial advisors and created messaging and a brand to tell that story. With those pieces in place, our team helped BAS launch the brand through the creation of:
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Website |
Video |
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Downloadable eBook |
Branded slide deck template |
THE RESULTS
Through our branding and messaging exercises paired with our expert team’s creation of a website and supplemental sales collateral, BAS was well-positioned to begin the marketing and sales process for their new platform.
