ROI vs. COI
This case study highlights our work with a financial advisor who manages client portfolios with precision and purpose. Every decision he makes is guided by his clients’ goals, unique circumstances, and tolerance for risk. The very definition of a thoughtful, disciplined process. Over time, that process delivers a steady, predictable ROI.
But when it came to his own brand and marketing strategy, he wasn’t following his own advice.
After decades in business, he was still using the same white-label templates and stock imagery available to every advisor. It was easy, yes. But at what cost? What was his COI, his Cost of Inaction?
The answer: Missed opportunity. Lost credibility. Stalled growth.
He wanted to elevate his practice and attract a higher-net-worth audience, but his outdated branding, design, and messaging were holding him back. His business was “fine”, or even “good”, but not exceptional, and that gap was keeping him from the next level.
I’m happy to report that once we partnered, that changed. We took the same approach he takes with his clients, understanding his goals, circumstances, and risk tolerance, and built a brand that truly reflected who he is and how he serves. The Financial Sherpa and Wealth Hawk were born.
The result: Clarity, confidence, and momentum.
Thank you, Patrick, for the very kind words:
“Working with Jonathan Mayer and his team was the brand transformation I never knew I needed, but I can’t imagine being without it.
From our very first conversation, Jonathan truly listened. He took the time to understand not just what my business does but who my clients are, what matters to me both professionally and personally, and even the quirks that make my approach unique. He didn’t just ask about my “goals”; he wanted to know my ethos, vision, and, dare I say, even my favorite hiking trails. (Yes, some of that made it into the brand manual!)
The result? A clear, unified brand strategy and a website that finally looks and feels like me, not a generic template. My old site was the digital equivalent of a beige cubicle: bland, cluttered, and forgettable. Thanks to Jonathan’s team, it’s clean, creative, focused, and sophisticated, without losing the warmth and personality my clients value.
“You’re the best at what you do. I make sure your audience knows it, immediately.” —Jonathan Mayer, and now, my reality.
For the first time in my 18 years in business, I have a brand and strategy that truly align. The new brand manual is my North Star, and the website finally dovetails perfectly with it. I’m proud to send people to my site, and I no longer apologize for clunky navigation or stock photos of people shaking hands in boardrooms.
If you want a brand that matches your ethos, provides clarity and consistency, call Jonathan and his team. They’ll make sure your audience knows you’re the best at what you do, immediately.”
Patrick Thompson
Accredited Wealth Management Advisor™
Sentient Financial LLC
The moral of the story? Don’t wait. Act.
The Cost of Inaction (COI) can be far greater than you realize. Things may feel fine for now, but “fine” rarely leads to growth.
If you run a business and your message isn’t this clear, I can help.
Not sure? Schedule a quick 15-minute call, and we’ll figure it out fast.
