How Mike Went from Financial Planner to Industry-Disrupting Changemaker
Ideas By Mike, CFP: Financial Planner, Tax Advisor, and Heart-Centered Coach
Our Mission: Reposition Mike’s brand to stand out in a crowded financial planning market, attract unconventional high-value clients, and launch a marketing engine that reflects his heart-centered, people-first approach.
The Challenge
In two days, I overhauled Mike’s entire brand presentation and marketing strategy to make him impossible to mistake for a “typical” advisor.
Built brand and messaging foundations that highlighted his heart-centered, people-first values.
Rewrote website copy to position him as a trusted guide and industry disruptor.
Designed a lead magnet and funnel strategy to capture and nurture his ideal clients.
Created a newsletter and social content plan to share financial education in a human, relatable voice.
Developed assets for PR, podcasts, and video to expand his reach beyond referrals.
The Results
Mike’s brand shifted from generic to highly differentiated — instantly recognizable to his target audience.
His new positioning attracted interest from the unique, values-driven clients he wanted most.
His marketing assets now work together to educate, build trust, and convert leads without extra time on his part.
See the results:
Mike’s Website | Mike’s LinkedIn | Mike’s Instagram
Copywriting Deliverables for Mike:
Brand and messaging foundations.
Website copy overhaul.
Newsletter content planning and copy.
E-book ghostwriting.
Lead magnet creation and funnel strategy.
Social media strategy.
Video scriptwriting.
PR and podcast toolkit copy.
