URL: www.mcgeenet.comClient:McGee
Financial Strategies, Inc., is a leading Pacific Northwest provider of
investment and financial advisory services. The CEO, Chairperson, and
co-founder, Judith McGee, is the 15th highest-ranked female financial
advisor nationwide and the number one advisor in the Pacific
Northwest.* Through their SEC and Raymond James Financial brokerage
relationships, McGee Financial advises on some $400 million in client
assets.
Challenge:With its impressive standing in the
financial services marketplace, McGee Financial needed a brand and a
stronger website that would reflect their leadership. A key objective
was to develop the McGee Financial identity beyond Judith McGee,
prominently positioning President D. Linette Dobbins and Vice President
Jennifer Currin Gutridge—long part of the McGee Financial legacy.
Additionally, McGee Financial needed to reinforce that the team
consults nationally and internationally, and promote its philanthropic
philosophy and planned-giving expertise.
Solution:To
meet McGee Financial’s objectives and revenue goals, the Overland
Agency first developed brand elements (mission/vision/values, slogan
and tagline, look and feel) that spoke to the firm’s humanistic
approach to financial planning. Cohesively, these elements
differentiate McGee Financial from firms chiefly concerned with making
the sale. The new interactive website engagingly introduces the
executive team. Content is now easily accessible to a wide range of
site visitors, who can assess their needs and view McGee Financial’s
solutions. Visitors can also access a wealth of resources: case
studies, calculators, a glossary, and hundreds of articles—including
those written by Judith McGee.
Results:The new
mcgeenet.com is already delivering customer conversions for McGee
Financial. Site visitors can easily glean the team’s unique
qualifications and see that McGee is a caring, trustworthy choice.
This project won: 2007 Interactive Media Awards: Outstanding Achievement for Financial Information *
Barron’s, 6/12/06