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Know-How Exchange

Topic: Taglines/Names

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Tagline For Financial Services Company

Posted by Anonymous on 125 Points
we've booked an initial meeting with a graphic designer - but have yet to come up with a suitable tagline (have concepts for logo - but nothing for tagline yet).

- the business is simply named, as it is in a smaller community (75,000 ppl) and a lot of work comes from word of mouth and our family's reputation.

The business name is simply: Warden Financial. What we want our "image" (and therefore tagline) to convey:

- professionalism
- prosperity
- integrity
- prudence
- progressive mindset (i.e. the strategies we use are progressive)

the taglines we've identified are:
- "Redefining wealth"
- "Redefining prosperity"
- "Secure your future" or "Securing your future"
- "Ensuring peace of mind"

Any other suggestions? Or votes on the ones we already have? Also, there isn't really any "tight" way to define what we do - the best description would be "financial planning" everything spanning investment advice to setting up trusts & estates...

Many thanks in advance!

  • Posted by Jo Masterson on Accepted
    I like you ideas...
    Here are some ideas, built on your concepts...

    Redefining wealth... the Warden Way
    Securing your future, the Warden Way
    Prosperity is Planned
    We Plan Prosperity

    Financial Planning for Prosperity
    Planning Provides Prosperity
    Planning Improves Prosperity
    Peace of Mind is part of the Plan

    Good Luck,
  • Posted by Jon Aston on Member
    Can you (please) describe your target customer?
  • Posted by Jo Masterson on Member
    I do like:
    Planning for YOUR Prosperity

    some more options...

    Futures Planned, Prosperity Realised
    Prosperity Planned, Prosperity Realised
    Personalized Prosperity Plans
    Prosperity is Planned
    Finances Planned, Wealth realized

    Good Luck,
  • Posted by Jon Aston on Member
    I'm not sure any of the suggestions batted around yet will really speak to the needs (or fears?) of your target market.

    You might want to ask a good-sized sampling of your existing clientele what they were originally looking for in a finacial planner...and what made them decide to choose your firm.

    When you've already got high net worth, isn't it "Wealth Management"?

    eg. Prudent, progressive wealth management
  • Posted by mbarber on Accepted
    Gidday Mr(s)Warden. (Sorry no first name in your profile makes it hard to get more personal)

    I'd actually go with a tag line that not only says what you do and offer, but ties in with your actual name. So
    'Securing your financial future' or
    'Securing your future wealth'

    Best of luck :-)
  • Posted on Accepted
    First and foremost, your tagline is your promise. It defines the emotion which accompanies or is triggered by the use of your product/service. Hence, over promising through a tagline is one of the major errors companies make when creating them.

    A tagline should complement the brand in a way that it portrays the company true to its word...

    Here are 4 suggestions

    - Let's plan ahead, together.

    - For a professional perspective

    - Moving ahead, together.

    - Together, towards a secure future.

  • Posted by MANSING on Accepted
    Hi Ward5830

    Try this…!!

    1. In vivid details
    2. A treasurer for your prosperous life
    3. A treasure of wealth management
    4. Improving your financial living
    5. Science of your money management
    6. Bringing you the best solution for your wealth management

    I hope this will help


    M Bhor

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