Case Study
Breaking away from the pack
The distinctive market position that unleashed a new era of growth
“Josh’s work had real meaning, with so much more insight and truth than the vague promises you see on competitor websites. Every single person on our team still knows, by heart, the language he came up with. It’s not just words on a page.”
—Sarah Beech, President
Double digit year-over-year growth
after relaunch
Elevated industry profile
with near-monthly mentions in the industry's leading trade magazine
Energized culture
around shared purpose and memorable values
Situation
A boutique advisory firm competing with large multinationals for both clients and talent needed to unleash a new phase of growth after more than 15 years in business. To raise their profile, they’d need to break free from a conservative industry's conventional playbook.
Engagement
I conducted in-depth market analysis and interviewed long-standing clients and staff. Working closely with the CEO and President, we revealed what was behind the firm’s high client retention, including what made their approach and offering unique, and then crystallized it all in highly distinctive language.
Results
Specific, memorable illustrations of a best-in-class approach were brought to life across a new brand identity, newly articulated values that rallied the team, and assets featuring real client voices. A well-regarded firm was reborn as a leader at the forefront, unlocking both new business and a new level of visibility.