Question

Topic: Taglines/Names

Tagline For Wealth Management Firm

Posted by toft.stephanie on 4/18/2013 at 10:39 AM ET 125 Points
We are a boutique (small) wealth management firm in Manhattan looking to launch a campaign. Our clientele are high-net-worth business owners. We offer a luxury service.

We want to focus on the fact that we are small and can offer individualized attention to our clients, versus our competitors like Goldman and Merrill Lynch who cannot.

Values that are important in the finance industry are trust, transparency, performance, research and communication.
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RESPONSES

  • Posted by Moriarty on 4/18/2013 at 1:00 PM Accepted
    Your wealth is as important to us as it is to you
    Taking your wealth seriously
    The Gold Standard in wealth management
    Your own wealth management firm
    Cosy up to your own wealth management.

    What do you think? They're not very good, perhaps it'll spark a few ideas from the others!
  • Posted by Jay Hamilton-Roth on 4/18/2013 at 1:08 PM Accepted
    What's the name of your firm?
    Have you used a tagline previously? If so, what was it?
  • Posted by toft.stephanie on 4/18/2013 at 1:15 PM Author
    Our firm is Sovereign Wealth Management. We have never used a tagline before...
  • Posted by SteveByrneMarketing on 4/18/2013 at 1:37 PM Accepted
    Which "Sovereign Wealth Management" are you?

    https://www.sovereignwealth.com/
    https://sovereignwmg.com/
    https://www.sovereignwealth.ca/
  • Posted by SteveByrneMarketing on 4/18/2013 at 1:42 PM Member
    maybe this link will work:
    www.sovereignwmg.com/sovereignwmg.aspx
  • Posted by Moriarty on 4/18/2013 at 2:06 PM Member
    Sovereign Wealth Management - We treat you like royalty.
    We treat you like a king (sexist)
  • Posted by Jay Hamilton-Roth on 4/18/2013 at 8:31 PM Member
    A Small Investment Boutique
    Boutique Service For Busy Investors
  • Posted on 4/21/2013 at 3:27 PM Accepted
    Why are you seeking a tagline? What do you expect it to do for you? What do you want to communicate to your target audience?

    While there are several very creative marketing thinkers on this forum who are really good at tagline development, if you are serious about coming up with a tagline that will accomplish a specific objective for you, you are probably better served to hire an expert who can work with you one-on-one. You need more than a few quick ideas from people who don't understand your business, your market niche, and your ideal customer.

    You can browse the profiles of top experts on this forum to see if any of them seem like they are right for this task, and then contact them via the email address(es) in their profiles. That's an approach that should work for you. (Need more help or specific referrals? Contact me offline via email address in my profile.)
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