James Conole built his practice into a sizable firm with multiple team members. Their brand still conveyed the image of a one-person practice, creating misalignment as clients were onboarded and assigned to new advisors.
The team also has ambitions to grow their AUM into the billions and help thousands of people accomplish their goals. To help make this a reality, they needed a brand and marketing funnel fit for this level of scale.
“Working with Objective Brand has allowed us to take Root's presence to a place I didn't know it could go.
I knew a strong brand was the missing piece to go from where we were to where we wanted to be, but until we started working with Objective Brand, I hadn't been able to find anyone that could help us bridge that gap.
Their understanding of financial services along with their mastery of brand design is a huge asset to those that work with them."
Founder, Root Financial