About the campaign “Pioneering the financial future”
To create a campaign that encourages potential clients in need of financial planning to contact Monroe Vos for an appointment. We do this by demonstrating to them that Monroe Vos is their PIONEER in the financial investment field. Clients can be CONFIDENT that Monroe Vos will listen to their needs and give them the best guidance and financial options available. The campaign will educate potential clients about Monroe Vos' background, including experience, awards, and dedication to customers. It will also let them know Monroe Vos is a LEADER in the financial industry whose strength is their unique process. It will communicate that Monroe Vos will confidently answer their questions with a vision of the future and come up with a tailored solution based on their risk tolerance balanced with the time horizon; thus giving them the peace of mind and confidence that they are reaching their financial goals.
Story Brand Script
At Monroe-Vos, we know that you want to be confident about your investments, and have an investment program that meets your needs. In order to do that, you need the right kind of guidance — and an organized effort to make the right decisions. The problem is: the process is complicated. Not to mention, there’s a lot to lose if things go wrong. And this can make you feel insecure and fearful about investing in the right way. We believe everyone should have the right to have good investment strategies. For the last quarter of a century, we’ve pioneered new, custom solutions for hundreds of clients, just like you. And we know what it’s like to not get straight answers — which is why one of our core values is transparency. Here’s how we work: First, we’ll meet with you to understand your needs and goals. Next, we’ll give you an agreement with everything spelled out. We’ll meet together quite a few times during this period to make sure you’re clear on everything. And then, finally, we’ll report back, every quarter, face to face, on the progress of your investment. So, contact us today to get started. And in the meantime, sign up for our [on-ramping funnel name goes here]. Stop wondering if your investments are in good hands — or how vulnerable your funds are. Instead, have confidence. Confidence that your investment program is meeting your needs. And confidence that you have professionals in your corner, every step of the way.
New Story Workshop Deliverables
- Development of Inbound Marketing Strategy through the Hero’s Journey/Story Brand Script for Defined Contributions, Endowments and Foundations, Defined Benefits, and High Net Worth Individuals
- Keyword Development (Our Purpose-the lens to filter every decision)
- Develop Company One Liner/Logline
We want the viewer to know Monroe Vos are PIONEERS in financial investment. Free enterprise is in their DNA, this is what has emboldened them to create processes and provide new approaches to investment outside the norm of their industry. Monroe Vos pioneers fresh ideas that are founded in traditional ethics of fairness and integrity. They adhere to the "cowboy ethic" that your word is your bond. We want the audience to understand the COURAGE of Monroe Vos- many are feeling fearful of the financial future, and Monroe Vos provides courage in uncertain climates. They have had the COURAGE to stick to the processes they have pioneered through all types of financial climates, which has resulted in enormous gain for clients. We will communicate the LEADERSHIP Monroe Vos offers, because investors are looking for a leader to point them toward the right investments. We want the audience to know they can TRUST Monroe Vos because they sincerely value their customers and treat them as people, not numbers. The aim is for the prospective clients to understand Monroe Vos have experience that gives them authority, and that authority is matched with a genuine desire to help their customers to the best of their ability.
What sets Monroe Vos apart is their FAIRNESS. Success to them is measured by how well their client is doing, not the consulting group. As a result, Monroe Vos makes financial decisions with their clients' best interests in mind, and are persistently fair in those processes despite industry norms to the opposite. This track record of unbiased advice has created unprecedented client retention. We want potential clients to understand that Monroe Vos is a market leader that effects change in the industry, and this leads to benefits to clients. We will demonstrate that Monroe Vos works with a small number of high-value clients instead of a large number of lower-valued clients to provide focused customer service. Their personal touch has created enduring relationships with their customers. This strong communication creates a high sense of trust and security and is one of the key attractions of Monroe Vos.
We want potential customers to feel CONFIDENT that they are in good hands. We want them to understand that Monroe Vos can be trusted. In a time of uncertainty, they can move forward with certainty that Monroe Vos employs time-tested processes with their investments. They can have a sense of security and financial peace with Monroe Vos, knowing that their needs are listened to and understood. Monroe Vos' processes and high value on customer relationships gives clients peace of mind and tranquility as they consider their financial future.
Our target market Audience-Defined Contribution, Endowments and Foundations, Defined Benefit, and Individuals of High Net Worth. The campaign will be directed first at major cities in Texas, Oklahoma, Arkansas, Louisiana, and Alabama, then opened to a broader audience within those states. We want those potential clients to know that Monroe Vos is a consulting group unlike any they have dealt with before.
Click Get Started
We want to encourage prospects to click the Get Started link to schedule an appointment. We want them to know that if they are looking for highly-skilled expertise coupled with authenticity, Monroe Vos is the answer. We want to create a desire in the audience for immediate action.
Facing an uncertain financial future can be overwhelming. We guide you through our process which provides structure, relieves uncertainty and builds financial confidence.
Full Funnel Conversion System
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