the challenge (pt. 1)

BTS Asset Management has long been known to savvy investors looking for steady returns. However, with long-term market conditions shifting, BTS sought to branch out into new financial arenas. To do so successfully the company would need a fresh look and approach.

the challenge (pt. 2)

An extensive vetting process was conducted by the agency with all relevant audiences and stakeholders. Investment advisors, end-user consumers and company leadership were all mined for their insights and perspectives on the company’s strengths, weaknesses and avenues for growth.

the results (pt. 1)

Working closely with the company founders and executives to evolve the brand, we created a more contemporary look and feel, repositioned the firm's capabilities and executed the new brand identity and company story through a more compelling set of communication materials.

the results (pt. 2)

The company today is better strategically positioned to compete with larger national players and has received numerous accolades as well as higher referral rates from their primary influencer audience, financial advisors.

With over 78 million baby boomers getting ready to retire over the next two decades, that's been good news for BTS's bottom line.