Precedence Private Wealth
-HubSpot Quarterly Impact Awards Candidate - Website Design-
Precedence Private Wealth (PPW) is a full service financial planning firm located in Saskatoon, Saskatchewan, Canada.
They are a group of seasoned financial planning experts who specialize in wealth management, insurance planning, tax planning, mortgages and financing, employee benefits and savings plans.
They all believe in one thing: Financial advisors only plan your financial future through putting together a portfolio that matches your investment objectives. However, there is much more to it, and solely focusing on investments does not maximize EVERY financial opportunity you may have.
Market 8 worked with Precedence Private Wealth to formulate a value proposition and website that reflected their unique differentiators.
Cool stuff we did in this project:
As CEO & Founder of Precedence Private Wealth a full service financial planning firm located in Saskatoon, Saskatchewan, Canada, Todd McLay, needed a website that reflected and clearly formulated their unique value proposition.
Our site was expected - a black background, a lion… but I knew there was more to it, I just had to find the right partner to help me build the vision. Luckily HubSpot matched us with Market 8.” - Todd McLay
Unlike past web design firms, who just executed the branding aspect of design, Todd immediately saw the value of our customer centric methodology, understanding through data mining the role of the website in a buyer’s journey and building a customer behavior theory.
Market 8 was able to trace that our clients came from references at the evaluation stage and were looking for reassurance. Our website needed to encourage visitors to engage with our brand in a meaningful way, convey authority, trust, credibility, and legitimacy.” - Todd McLay
Precedence Private Wealth’s vision and key differentiators (truly holistic process, quality work, human approach, and linking people’s life objectives with financial planning), were all hidden behind undifferentiated language. The Homepage, About Us and the Process sections were our primary focus as they were the areas most visited by users.
Market 8 helped us uncover that our customers did not understand our unique value proposition and positioning - our buyers couldn’t grasp exactly what we did and how we were different than mainstream financial planners.” - Todd McLay
Through hours of business strategy sessions with Precedence, asking in-depth questions about the buyers and the business, we focused on pinpointing exactly what’s the DNA of Precedence offering. This underlying DNA relied on the approach to giving financial advice to the clients: most firms focus was to “manage your portfolio” whereas Precedence’s focus was on advising clients on “how to take control of your entire financial life.”
The one thing that I loved about Market 8’s own site, was the conversational copy. It resonated with me, and I wanted our website to have the same effect.” - Todd McLay
Producing a persuasive site in a regulated industry was a great challenge - Todd wanted to move away from the financial industry’s expected, boring “we are, we do” and jargony corporate websites. Given the strict regulations around the finance industry, we had to ensure that the copy, navigation and disclosures were compliant.
When I first read the homepage copy, I was thrilled - it reads exactly as if we had met the conversation in the heads of our buyers and it sounded like us!”. - Todd McLay
This is a lead generation site, so each website page needed to have clear and specific value propositions, and benefit oriented messaging that would resonate with buyers. The message was created in an iterative process: every part of the message was tested with real customers to gain insights and identify which positioning would resonate better.
The website design was focused on complementing the message, accommodating a storytelling format throughout the site. The design choices followed a few clear design principles that reflect the personality of Precedence: Simple, Clear, Trustworthy, and Human.
This is was my big AH HA moment - they tried brainwashing me into “copy drives design, and not be the other way around” but it was really at this point, seeing how the design supported the copy that I became an evangelist.” - Todd McLay
Precedence Private Wealth is building a scalable Resource Center space to support their content strategy. It will need to quickly scale up to hold the increasing volume of content that is on plan to be generated.
The website has been an essential lead generation tool for us, onboarding clients looking for a wealth management firm that will help them maximize every financial opportunity. Thank you!” - Todd McLay