CTC Consulting
The client base of CTC Consulting are ultra high net worth families. To advise these families about the best wealth management strategies requires earning and keeping their maximum trust. To develop and implement the appropriate style of communication with these clients is just as important as that trust, and Riley Weiss has been charged with developing CTC's brand persona, tone, and voice. We advise them on how to report to their clients, how to seek new clients, and how to confidently display CTC's brand identity within the wealth management industry.
Program Synopsis
In preparing for the founder's approaching retirement, CTC Consulting's management team knew his ability to attract and sign new clients would need to be replicated. Riley Weiss was hired to create an engaging visual identity for CTC as well as an impressive sales collateral system to help "tell the CTC Consulting story." This was in 2005. In the first year, sales grew by 17%. In measured steps during the following years, a new corporate logo was introduced and additional collateral programs were developed to augment the vastly enhanced communication program that started it all.
For a custom portfolio or work inquiries, please contact Douglas Heikkinen at 503 227 4607 or douglas@rileyweiss.com.