The Zen Wealth - Rebranding Strategies

I developed the early branding stages of The Zen Wealth, targeting high-net-worth clients eligible for Premium Finance services.

For The Zen Wealth, I contributed to shaping the brand’s identity and positioning, focusing on establishing a premium, trust-driven image tailored to affluent clients seeking advanced financial solutions, including Premium Finance strategies for wealth growth and preservation.

Brand Situation

Established by a local woman-led company, The Zen Wealth Tax, Insurance & Financial Services has been serving clients for 12 years but has yet to establish a strong presence within the local community. The existing client base primarily consists of individuals aged 40 to 80, with little to no new client acquisition. The rebranding strategy aims to enhance visibility, strengthen community outreach, and attract a steady flow of new high-net-worth clients through improved service communication and strategic marketing efforts.

The Brief

GET: New, younger clients (aged 18-40)

WHO: Millennials and Gen Z individuals who are starting to plan for their financial future, early business owners who need guidance on retirement accounts and long-term financial strategies.

TO: Educate them on the importance of financial planning, retirement accounts, and how early investment can lead to greater financial security.

BY: Positioning The Zen Wealth as a trustworthy, approachable resource for young adults seeking through social media strategies, educational sessions and 1 on 1 consultations to secure their financial future with a focus on retirement planning and smart investing strategies.

Campaign Outcomes:

Social Media Growth: Increased followers from 1K to 4.1K on Facebook and TikTok financial education pages, expanding audience reach and engagement.

Client Acquisition: Achieved a 65% increase in client conversion and appointment rates, successfully attracting new prospects.

Life Insurance Growth: Secured up to $2.75 million in total life insurance coverage within six months of running the campaign, demonstrating the effectiveness of targeted financial education and outreach strategies.