The Project

Helping A Wealth Management Firm Say “It’s Not About The Money”.

Atlanta-based SignatureFD has known for a while that true wealth is much greater than just money. In fact, research confirmed that many investors hit a kind of depressive state once their financial goals were achieved, asking themselves, “So, what’s next?”

Our Assignment: Disrupt the category and increase client acquisition by challenging the old way of thinking about wealth.

Where the Accumulation of More meets the Achievement of Better.

SignatureFD understands that true wealth goes well beyond the money. That understanding enables them to help clients use their wealth to live a more fulfilling life — from protecting their family’s future to helping the community thrive and grow.

Once we aligned the leadership team around the concept of helping people to find what we called Net Worthwhile™ — we could address the unmet consumer need that lives at the intersection of a person’s net worth and causes they find to be worthwhile.

Not only has Net Worthwhile opened the door for clients to have a more meaningful impact with their money, but the concept has created a groundswell across the industry that has everyone asking, “What’s my Net Worthwhile?”

The campaign returned a 19.5% Y1, YOY Sales Increase. Additionally, our assistance in redesigning MAC’s in-store experience helped boost lessons and decrease new store time to profitability by 17%.


News of the new campaign via initial digital marketing and WOM among category insiders netted a whopping 300% increase in website visits in the first 2-months. Additionally, we achieved a 45.7% higher click-through rate than the national average and achieved a 51.1% drop in bounce rate for the site.