Brand Promise Evaluation
Koele Godfrey Investment Group has a clear selling point in their main tagline, “financial guidance and strategies for life.” This encompasses the purpose of the company, financial guidance, while making the connection that this relationship will be long lasting. KGIG is adamant about protecting what each client has built and will be sure to act in their best interest. They have an attorney on site, giving them an advantage over other investment firms both locally and nationally. The firm is very knowledgeable on all of the rules involved in financial management and abides by the laws that are in place. KGIG is centered on relationships and is an advocate for wealth management from generation to generation. This entails …show more content…
They focus not only on their clients, but their advisors as well. On the homepage of their website there are three options: first is for advisors, second is for professionals seeking a job in the industry at Commonwealth Financial, and third is for more client information. This shows growth and opportunity coming in the future. One downfall is that they do not put their full attention and focus on the client. Their competitive advantage comes from the resources they have to provide clients with the most up-to-date advisors. Making sure their advisors succeed is hand in hand with making sure their clients succeed. They add value beyond the client 's needs. Passion is what drives Commonwealth …show more content…
Their unique selling point seems to be their stress on planning. All over their website it is easy to find links to help you plan for college, retirement, banking, and everything else. For Raymond James, financial advising means finding the needs, wants, and goals of their clients and building a plan to help them accomplish these goals. Their website is aesthetically pleasing, with headings and subgroups that have a natural, easy to understand flow to them. Though Raymond James does include a section on opportunities for advisors, it is evident that the website is structured around a client’s needs first. It even includes the feature of account login, allowing the client to tailor their experience on Raymond James’ website. Additionally, Raymond James clearly has a professional working their social media. The Facebook account is up to date, with posts featuring not only often asked financial questions but also their philanthropic endeavors. At minimum, there are three posts per week to their Facebook. This dedication to social media is mirrored by their Twitter account, which has nearly 11,000 followers. Raymond James Twitter seems slightly more focused on providing followers with quick links to simple financial questions as opposed to their charity events, and there are about three posts per
Koele Godfrey Investment Group has a clear selling point in their main tagline, “financial guidance and strategies for life.” This encompasses the purpose of the company, financial guidance, while making the connection that this relationship will be long lasting. KGIG is adamant about protecting what each client has built and will be sure to act in their best interest. They have an attorney on site, giving them an advantage over other investment firms both locally and nationally. The firm is very knowledgeable on all of the rules involved in financial management and abides by the laws that are in place. KGIG is centered on relationships and is an advocate for wealth management from generation to generation. This entails …show more content…
They focus not only on their clients, but their advisors as well. On the homepage of their website there are three options: first is for advisors, second is for professionals seeking a job in the industry at Commonwealth Financial, and third is for more client information. This shows growth and opportunity coming in the future. One downfall is that they do not put their full attention and focus on the client. Their competitive advantage comes from the resources they have to provide clients with the most up-to-date advisors. Making sure their advisors succeed is hand in hand with making sure their clients succeed. They add value beyond the client 's needs. Passion is what drives Commonwealth …show more content…
Their unique selling point seems to be their stress on planning. All over their website it is easy to find links to help you plan for college, retirement, banking, and everything else. For Raymond James, financial advising means finding the needs, wants, and goals of their clients and building a plan to help them accomplish these goals. Their website is aesthetically pleasing, with headings and subgroups that have a natural, easy to understand flow to them. Though Raymond James does include a section on opportunities for advisors, it is evident that the website is structured around a client’s needs first. It even includes the feature of account login, allowing the client to tailor their experience on Raymond James’ website. Additionally, Raymond James clearly has a professional working their social media. The Facebook account is up to date, with posts featuring not only often asked financial questions but also their philanthropic endeavors. At minimum, there are three posts per week to their Facebook. This dedication to social media is mirrored by their Twitter account, which has nearly 11,000 followers. Raymond James Twitter seems slightly more focused on providing followers with quick links to simple financial questions as opposed to their charity events, and there are about three posts per