Case Studies

Oak Hill Wealth Advisors

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Financial Services Marketing is About the Relationship

Through Storytelling We Engage Prospective Clients

Financial services marketing looks a little different from marketing other industries. When experienced CFP®’s Patrick Larkin and Timothy Schmidt decided to open their own wealth management firm, they had specific requirements for their chosen marketing agency:

  • Financial industry marketing experience
  • Ability to meet compliance requirements
  • A creative approach to marketing an esoteric industry

With extensive financial industry marketing experience, Estland was the perfect marketing partner for Oak Hill Wealth Advisors.

Financial planners can spend years fostering connections with their clients. Our decades of storytelling experience can seamlessly facilitate those relationships by transporting target audiences from the first step of the process through the last. By using language to build credibility and empathy, we set the foundation for a long-lasting relationship between the client and the advisor.

Keystone Propane

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Web Design Built For Growth

Web Design & Rebrand That Competes With Industry Giants

Keystone Propane, a leading propane distribution company in Northeast PA, faced challenges in the modern market due to outdated branding, web design, messaging and overall digital presence. With a strong commitment to innovation and growth, Keystone Propane enlisted our expertise to undertake a comprehensive rebrand and marketing overhaul.

Keystone Propane needed help keeping up with the evolving demands of a competitive market. Their team felt their marketing hindered their ability to connect with potential customers. They required a complete transformation of their identity and communication strategy to thrive in this environment.

Twin Feathers

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Energy Industry Marketing

Comprehensive Marketing For An Established Brand

In 2021, J.D. Buss of Twin Feathers approached Estland to enhance the branding, web presence, and marketing efforts of his commodity advising firm based in Overland Park, Kansas. Despite Twin Feathers’ extensive experience in nurturing enduring client relationships, they encountered difficulty in effectively conveying their value proposition through their website and marketing materials.

To address this challenge, Estland embarked on a comprehensive messaging strategy, aiming to distill Twin Feathers’ services and streamline their communication channels. We immersed ourselves in understanding every facet of their brand and engaged in close collaboration with J.D. and Tina. Together, we crafted a compelling tagline, defined a clear mission and vision, established core values, and formulated an impactful elevator pitch that not only resonated with their target audience but also aligned seamlessly with their long-term objectives.

The most intricate yet rewarding aspect of this messaging transformation involved segmenting Twin Feathers’ services into three distinct packages and articulating precisely what clients could anticipate from each offering. By delving deeply into this messaging process, Twin Feathers successfully realigned their services and values with their brand, enabling them to present a unified and compelling message to their clientele.