JNBA Financial Advisors
RIA
Modernizing a premier Minneapolis RIA for the next generation of wealth.
1 yr
Fractional CMO engagement
Omni
Channel marketing ecosystem
1
Refreshed brand identity
HNW
Focused positioning
Overview
Executive summary.
JNBA Financial Advisors is a premier Minneapolis RIA dedicated to serving high net worth individuals and families across the region. With a strong reputation and a long client history, the firm set out to sharpen their brand, modernize their digital presence, and build a marketing engine capable of supporting continued growth. The challenge was differentiation. In a crowded RIA market with larger national competitors making louder noise, JNBA needed a brand system, content strategy, and client experience that reflected the depth of their expertise without losing the personal feel that loyal clients valued.
01
The challenge.
We joined as their fractional CMO for a year, refreshed the brand, built an omni-channel marketing system, and activated stakeholder engagement across the firm. JNBA came out of the engagement with a sharper story, a modern marketing ecosystem, and a brand roadmap to guide the years ahead.
02
The approach.
Operated as JNBA’s chief marketing officer for a full year, owning strategy, execution, and team coordination across every marketing touchpoint.
Refreshed the brand look, tone of voice, and content to reflect the firm’s modern ambition while honoring the trust built with longtime clients.
Curated teams of designers, developers, videographers, photographers, and support staff to deliver integrated marketing aligned with the firm’s roadmap.
Developed brand guidelines covering virtual standards, client experience blueprints, and office design to unify every client interaction.
03
The results.
By the end of the engagement, JNBA had a refreshed brand identity, a complete omni-channel marketing system, and a brand roadmap ready to scale with the firm’s ambition.
Ready to build something as intentional as your advice?
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