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Background:

PeachCap provides investment intelligence, tax intelligence, and emotional intelligence services to wealth managers.

The Ask:

Develop a campaign targeted at getting Independent Financial Advisors to consider joining PeachCap.

 
 
 

The Problem:

Financial advisors want to grow their business but may not have the resources or reputation to do so.

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RESEARCH:

According to a study done by the Financial Planning Association, over 50% of financial advisers feel out of control of their business. Our one-on-one research with advisors confirmed that many independent advisors feel this way.

With limited time and resources, advisors are deeply concerned with maintaining the same level of service to current clients, while still finding time to acquire new ones.


TENSION:

Independent financial advisors cherish autonomy over their business yet sometimes need some outside help.


INSIGHT:

When you feel out of control, a little help goes a long way.


STRATEGY:

PeachCap gives advisors their feeling of control back.


CREATIVE IDEA:

Get a little help, before you need a lot of help.