Stoughton, MA – After developing a new brand identity system and website for Genesis Wealth Advisors, Bergeron Creative Studios, a nationally recognized award-winning branding firm, is pleased to announce that they have been engaged by Genesis to develop a referral program for Genesis’s financial advisors.
The founding principles of Genesis Wealth Advisors were a result of a frustration with how financial services firms operate. Genesis was one of the first investment firms to provide fee-based solutions based on the individual needs of each investor, not on the needs of the financial firm and its products. “We loved working with clients, but hated the way financial services firms operated,” recalls Paul Duval, President of Genesis Wealth Advisors, LLC. “Our client-first philosophy became the driving force behind every decision we made building the firm.”
Today technology, the Internet and social media serve to bring some generations closer, while they push others farther apart. The referral program serves to build bridges between younger financial advisors and customers. It’s a roadmap to building trust. A customer has to trust you enough to put a friendship or a business relationship on the line. “Let’s face it, if you fail—no matter the reason—you both lose,” says Al Bergeron, President and Chief Creative Officer at Bergeron Creative Studios.
“Our clients put a lot on the line when they make a referral—we understand that,” says Paul Duval, President of Genesis Wealth Advisors, LLC. “Bergeron Creative understands the Genesis culture and our values. The referral program they’re developing fits seamlessly with how we do business.”
Effective brand positioning on the part of financial advisors is the key to a winning referral program. Financial advisors need to link corporate brand positioning and their personal brand positioning in the mind of the customer. The Genesis customer referral program will roll out starting in late Fall 2012.
“Unfortunately, simply asking for referrals is the worst way to get them,” says Al Bergeron, President and Chief Creative Officer at Bergeron Creative Studios. “The best referrals come when freely offered to you based on mutual trust and understanding of the value you will bring.”
Bergeron Creative Studios, a nationally recognized award-winning branding firm, integrates identity, physical, digital and social media with search marketing to engage prospects in dialog. We are innovative entrepreneurs who are passionate about ideas. For two decades, fresh ideas grounded in smart strategic thinking have invented and reignited brands to achieve measurable marketing results.
Genesis Wealth Advisors is a registered investment advisor, and we adhere to a fiduciary standard. This means that, unlike many large broker/dealer firms, our decisions are based on what is best for the client. We offer a great affiliate program that can provide you with the tools available to create a positive financial planning environment.
Call us at 617-834-4840 | al@bergeroncreative.com