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Genesis Integrated Brand Strategy

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GENESIS CAPITAL ADVISORS, INC.
INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION

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B2B STRATEGY
                                                        CREATIVE DIRECTION




COPYRIGHT © 2011 BERGERON CREA...

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BUSINESS OPPORTUNITY

                                                        Recent changes in legal and regulatory requi...

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Genesis Integrated Brand Strategy

GENESIS CAPITAL ADVISORS, INC.
INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION
B2B STRATEGY
CREATIVE DIRECTION

Recent changes in legal and regulatory requirements are making it difficult for small financial planning firms and sole proprietors to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms.

Genesis Advisors wants to grow its firm by attracting independent financial advisors helping them make more money. The goal is to add 5 new employees/independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners.

B2B TARGET AUDIENCE
Financial Planners
5 years experience
$20 – $30 million under management
$200 - $300k annual revenue
$50k in regulatory expenses
1 employee
Renting office space


Target Geographic Regions
New England
Massachusetts
Rhode Island
New Hampshire
Southern Maine

Genesis affiliate Support
Client Service
Fast Fund Survey/Financial DNA
Client Portal https://www.grendelonline.com/
Portfolio Management
Genesis Branded Funds
Legal and Regulatory
Marketing
Brand Recognition
Professional Website
Internet Marketing
Marketing Collateral
Drip Marketing


B2b interactive
Wordpress Platform
Content Management System (CMS)

B2B WEBSITE MAP

Internet Marketing
Constant Contact
Buy list of Independent Financial Advisors
Develop Email Campaign
Build landing pages for campaign
Unique Phone # http://public.ifbyphone.com/
Unique URL
Manage Prospect Database


DIRECT RESPONSE
Direct Mail
Develop Direct Mail Campaign
Support Email Campaign
Build landing pages for campaign
Manage Prospect Database


Branding
Sales Collateral
Create brand image and essence
Sales leave behind
Re-enforce key differentiators


B2C STRATEGY
CREATIVE DIRECTION

Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach.

RETIRED PERSONS
• $1M in accumulated retirement saving and other investments
• Dual-income professional family
• $200k+ gross income
• $100k+ to invest
• Kids past college phase
• Focused on retirement
• Minimal debt
• Dual-income professional family
• $200k+ gross income
• $100k+ to invest
• Kids past college phase
• Focused on retirement
• Minimal debt

UPPER MIDDLE INCOME
FIRST STAGE AFFLUENT

Consumer needs and desires can be understood and even anticipated based on their life stages, but the financial strategies and tactics available to them vary according to their affluence level.
Acxiom has identified 12 consumer segments which reflect this interco

GENESIS CAPITAL ADVISORS, INC.
INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION
B2B STRATEGY
CREATIVE DIRECTION

Recent changes in legal and regulatory requirements are making it difficult for small financial planning firms and sole proprietors to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms.

Genesis Advisors wants to grow its firm by attracting independent financial advisors helping them make more money. The goal is to add 5 new employees/independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners.

B2B TARGET AUDIENCE
Financial Planners
5 years experience
$20 – $30 million under management
$200 - $300k annual revenue
$50k in regulatory expenses
1 employee
Renting office space


Target Geographic Regions
New England
Massachusetts
Rhode Island
New Hampshire
Southern Maine

Genesis affiliate Support
Client Service
Fast Fund Survey/Financial DNA
Client Portal https://www.grendelonline.com/
Portfolio Management
Genesis Branded Funds
Legal and Regulatory
Marketing
Brand Recognition
Professional Website
Internet Marketing
Marketing Collateral
Drip Marketing


B2b interactive
Wordpress Platform
Content Management System (CMS)

B2B WEBSITE MAP

Internet Marketing
Constant Contact
Buy list of Independent Financial Advisors
Develop Email Campaign
Build landing pages for campaign
Unique Phone # http://public.ifbyphone.com/
Unique URL
Manage Prospect Database


DIRECT RESPONSE
Direct Mail
Develop Direct Mail Campaign
Support Email Campaign
Build landing pages for campaign
Manage Prospect Database


Branding
Sales Collateral
Create brand image and essence
Sales leave behind
Re-enforce key differentiators


B2C STRATEGY
CREATIVE DIRECTION

Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach.

RETIRED PERSONS
• $1M in accumulated retirement saving and other investments
• Dual-income professional family
• $200k+ gross income
• $100k+ to invest
• Kids past college phase
• Focused on retirement
• Minimal debt
• Dual-income professional family
• $200k+ gross income
• $100k+ to invest
• Kids past college phase
• Focused on retirement
• Minimal debt

UPPER MIDDLE INCOME
FIRST STAGE AFFLUENT

Consumer needs and desires can be understood and even anticipated based on their life stages, but the financial strategies and tactics available to them vary according to their affluence level.
Acxiom has identified 12 consumer segments which reflect this interco

Más Contenido Relacionado

Genesis Integrated Brand Strategy

  1. 1. GENESIS CAPITAL ADVISORS, INC. INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION
  2. 2. B2B STRATEGY CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 2
  3. 3. BUSINESS OPPORTUNITY Recent changes in legal and regulatory requirements are making it difficult for small financial planning firms and sole proprietors to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 3
  4. 4. BUSINESS GOAL Genesis Advisors wants to grow its firm by attracting independent financial advisors helping them make more money. The goal is to add 5 new employees/ independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 4
  5. 5. B2B TARGET AUDIENCE •  Financial Planners •  5 years experience •  $20 – $30 million under management •  $200 - $300k annual revenue •  $50k in regulatory expenses •  1 employee •  Renting office space COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 5
  6. 6. TARGET GEOGRAPHIC REGIONS •  New England •  Massachusetts •  Rhode Island •  New Hampshire •  Southern Maine •  Florida •  Naples COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 6
  7. 7. GENESIS AFFILIATE SUPPORT •  Client Service •  Fast Fund Survey/Financial DNA •  Client Portal https://www.grendelonline.com/ •  Portfolio Management •  Genesis Branded Funds •  Legaland Regulatory •  Marketing •  Brand Recognition •  Professional Website •  Internet Marketing •  Marketing Collateral •  Drip Marketing COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 7
  8. 8. B2B INTERACTIVE •  Wordpress Platform •  Plugins •  Content Management System (CMS) •  Font Uploader •  Superfish Menu •  Contact Form 7 •  Captcha •  Google Directions •  Ultimate SEO •  Google Analytics •  Backup Buddy COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 8
  9. 9. B2B WEBSITE MAP Template Key Linked In Client Login Facebook Homepage Twitter Home Clients Financial Section Page Advisors Affiliate Interior Page Why Genesis Program Employment Partnership Contact Us Blog Benefits Benefits Benefits Massachusetts Florida Contact Form Contact Form Forms Google Google Guidelines Guidelines Guidelines Directions Directions FAQ FAQ FAQ Important Privacy Terms Disclosure of Use Site Map Statement COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 9
  10. 10. INTERNET MARKETING •  Constant Contact •  Buy list of Independent Financial Advisors •  Develop Email Campaign •  Build landing pages for campaign •  Unique Phone # http://public.ifbyphone.com/ •  Unique URL •  Manage Prospect Database COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 10
  11. 11. DIRECT RESPONSE •  Direct Mail •  Develop Direct Mail Campaign •  Support Email Campaign •  Build landing pages for campaign •  Manage Prospect Database COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 11
  12. 12. BRANDING •  Sales Collateral •  Create brand image and essence •  Sales leave behind •  Re-enforce key differentiators COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 12
  13. 13. B2C STRATEGY CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 13
  14. 14. BUSINESS OPPORTUNITY Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 14
  15. 15. TARGET AUDIENCE PROFILES RETIRED PERSONS UPPER MIDDLE INCOME FIRST STAGE AFFLUENT • $1M in accumulated retirement • Dual-income professional family • Dual-income professional family saving and other investments + • $200k gross income + • $200k gross income + + • $100k to invest • $100k to invest • Kids past college phase • Kids past college phase • Focused on retirement • Focused on retirement • Minimal debt • Minimal debt LIFE STAGE EXAMPLES SOURCE: ACXIOM RETAIL BANKING CONSUMER DYNAMICS COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 15
  16. 16. AFFLUENCE SUMMARIES Consumer needs and desires can be understood and even anticipated based on their life stages, but the financial strategies and tactics available to them vary according to their affluence level. Acxiom has identified 12 consumer segments which reflect this interconnected impact of both life stage and affluence on SOURCE: FORRESTER’S CONSUMER TECHNOGRAPHICS® BENCHMARK SURVEY WAS A SOURCE OF DESCRIPTIVE INFORMATION USED TO VALIDATE ACXIOM’S RETAIL consumer financial behavior. BANKING CUSTOMER SEGMENTS. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 16
  17. 17. BRANDING •  Unique Selling Proposition •  Trust •  Respect •  Does not talk up or down to customers •  Commitment •  Not fly-by-night •  Founded 1994 COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 17
  18. 18. BRANDING •  Differentiation •  Customer Transparency •  Genesis Funds have lower fees than the Big Guys •  Fast Fund Survey/Financial DNA •  Custom Plans/Funds based on risk tolerance •  Financial Planners matched by personality profile •  Presentations in preferred communication style COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 18
  19. 19. BRANDING •  Identity •  Logotype •  Stay away from traditional icons (pyramids, trees etc.) •  Need progressive, yet stable and solid symbol •  Color •  Current colors deep purple and dark blue •  Purple may have equity with current customers •  Need colors to support brand image •  Colors need to translate well in print and online COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 19
  20. 20. BRAND IDENTITY •  Print •  Stationery System •  Letterhead •  #10 Envelope •  Business Cards •  Mailing Labels •  10 x12 Envelopes •  Folder •  Custom Financial Planner brochure COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 20
  21. 21. BRAND IDENTITY •  Electronic •  Email Signature •  Letterhead •  PowerPoint Template •  Social Media Avatars COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 21
  22. 22. B2C INTERACTIVE •  Wordpress Platform •  Plugins •  Content Management System (CMS) •  Financial Planner Zip Code Locator •  Grendel Links •  Font Uploader •  https://www.grendelonline.com •  Superfish Menu •  Client Portal •  Contact Form 7 •  Fast Fund Survey/Financial DNA •  Captcha •  Google Directions •  Ultimate SEO •  Google Analytics •  Backup Buddy COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 22
  23. 23. B2C WEBSITE MAP Template Key Linked In Client Login Facebook Homepage Twitter Home Home Financial Section Page Advisors Investment Business Firm Profile Wealth Planning Financial DNA Blog Contact Us Interior Page Advising Consulting Investment Continuation Massachusetts Florida Tailored to Fit Personal College Savings Blog Objective Plans Contact Form Contact Form Investment Structured Google Google Forms Transparency Education Guidelines Buy-Sell Estate Planning Directions Directions Agreements Inter- Find an Advisor Find an Advisor Leadership Asset/Style Financial (Zip Code (Zip Code Team Estate Allocation Generational Planning Transfers Locator) Locator) Tax-Aware Advisor Advisor Testimonials Tax Investments Pensions Investing Page Page Advisor Advisor Manage Stock Page Page Retirement Options Profit-Sharing Legislation Advisor Advisor Page Page Select Elder Care Investment 401 (k) Markets Manager Consulting Advisor Advisor Page Page Performance Executive Monitoring Tax Planning Advisor Advisor Compensation Page Page Progress Advisor Advisor Reporting Integrated Plans Uncategorized Page Page Important Privacy Terms Disclosure of Use Site Map Statement COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 23
  24. 24. SOCIAL MEDIA •  Blog/PR Plan Blog •  Collaborative contributions Networked Linked In Blogs •  Weekly Posts Home •  Linked In, Facebook, Twitter & Networked Blogs Facebook •  Individual LinkedIn pages •  Initial purpose to garner organic search ranking Twitter •  Build loyal base of fans and followers •  Provide relevant content •  Make referrals easy COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 24
  25. 25. INTERNET MARKETING •  Google Adwords PPC (Pay per click) •  Target select geographic regions in New England •  Target select geographic regions in Florida •  Competitive Review and Analysis •  Develop keyword strategy •  Build landing pages for campaigns •  Benchmark Relevancy Score •  Monthly tracking and reporting COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 25
  26. 26. INTERNET MARKETING •  Organic SEO (Search Engine Optimization) •  Organic — SEO (Search Engine Optimization) •  Keyword Research and Analysis •  Search Engine Placement Positioning •  Content Analysis and SEO Copywriting for all pages •  Link Analysis & Link Building •  Meta Tag Analysis & Implementation •  Image Tag Analysis & Implementation •  Text Link Analysis & Implementation •  Directory Analysis & Free Submissions •  Site Map Analysis & Implementation COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 26
  27. 27. COMPETITIVE BRAND LANDSCAPE CURRENT SIZE FIRMS FUTURE SIZE FIRMS BRAND NAME FIRMS COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 27
  28. 28. A WEALTH OF POSSIBLITIES CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 28
  29. 29. WEALTH OF POSSIBILITIES | BRAND IDENTITY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 29
  30. 30. WEBSITE | FINANCIAL ADVISOR HOME | SLIDE A COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 30
  31. 31. WEBSITE | FINANCIAL ADVISOR HOME | SLIDE B COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 31
  32. 32. WEBSITE | FINANCIAL ADVISOR HOME | SLIDE C COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 32
  33. 33. WEBSITE|CLIENTS| HOME | SLIDE A COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 33
  34. 34. WEBSITE|CLIENTS| HOME | SLIDE B COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 34
  35. 35. WEBSITE|CLIENTS| HOME | SLIDE C COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 35
  36. 36. WEBSITE | CLIENTS | SECTION TEMPLATE COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 36
  37. 37. WEALTH OF POSSIBILITIES | STATIONERY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 37
  38. 38. WEALTH OF POSSIBILITIES | COLLATERAL COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 38
  39. 39. INVESTED IN YOUR FUTURE CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 39
  40. 40. INVESTED IN YOUR FUTURE | BRAND IDENTITY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 40
  41. 41. WEBSITE | FINANCIAL ADVISOR HOME COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 41
  42. 42. WEBSITE | CLIENT | HOME | SLIDE A COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 42
  43. 43. WEBSITE | CLIENT | HOME | SLIDE B COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 43
  44. 44. WEBSITE | CLIENT | HOME | SLIDE C COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 44
  45. 45. WEBSITE | CLIENTS | SECTION TEMPLATE COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 45
  46. 46. INVESTED IN YOUR FUTURE | STATIONERY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 46
  47. 47. INVESTED IN YOUR FUTURE | COLLATERAL COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 47
  48. 48. BRANDING 151 Worcester Street 888.764.6171 INTERACTIVE First Floor ideas@bergeroncreative.com SOCIAL MEDIA North Grafton, Ma 01536 www.bergeroncreative.com

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