NJM Wealth Strategies

Do you know someone who retired and ran out of money because it was poorly planned and managed? It's more common than you think. At NJM Wealth Strategies, their mission is to help retirement age (and earlier) people with their tax, wealth preservation, and investment strategies so running out of money is never an option. Through weekly webinars and consulting, the NJM team supports their clients to help them build their dream retirement. When we first visited with the NJM team, their vision for marketing was clear, to become the front runner in their industry through a higher quality sales and services presentation. Nic McLeod was already known as an industry leader in his space, but needed the branding and marketing to support his team and their award winning performance. Revival partnered with the NJM team to relaunch their marketing, paid media, and digital strategies.

An Effective Sales Deck

The first place we started to collaborate with Nic was with his weekly webinar and presentation. Revival worked to redesign and re-message his presentation to help simplify and dial the message back for more clarity. From sales coaching to using the Storybrand Framework, Revival team went through the entire customer journey with Nic to help provide support and feedback. Once we experienced the client journey, we got right to work on designing and re-tooling the NJM presentations.

Website Design

The typical NJM client is a high net worth earner who wants to be sure their retirement portfolio is performing optimally. Thus, the website and UX design needed to reflect a higher quality design to match the luxury style that these types of clients were used to. Using inspiration from luxury brands, we leaned into the dark navy blue colors with gold accents. Revival also kept the website messaging and imagery very clean and simple, emphasizing a less is more approach. More less words, more impact! 

Paid and Social Media

The entire retirement planning industry is flooded with imposters and manipulative messaging. Our approach for NJM was to go the opposite direction: simple messaging, transparent approach, hope-filled attitude, and inspiring clients with kindness and care. Revival designed a strategic funnel for NJM with content and ads for every step in their consideration. We also rebuilt the NJM ads targeting and account to better fit his target audience. Using data and analytics, the Revival team was able to help NJM optimize their webinar lead generation and improve the quality of their contacts.

Video & Photo Production

Warmth. Luxury. Class. Living the good life. These were some of the words that came to mind when we thought about the inspiration for the imagery for Nic and his team. From photos staged in his high end office to the video production, we wanted the visuals for NJM to stand out as a step above the competition and with clear messaging driving straight to the heart of the audience. We accomplished both and yet preserved the authenticity of Nic and his care for clients.

The final result was a well rounded sales and marketing funnel specifically designed for Nic and his target clients. Overall the client feedback was encouraging, positive, and affirming of the quality of the Revival's work. And the results of improved customer conversion reflected the growth and upgrade in branding, creative, messaging, design, and visuals.