DMB Advisory: Making a mark in a conventional industry
DMB Advisory is a financial advisory business that provides lifestyle planning advice to individuals, couples and families from all walks of life. They are about helping make sense of the numbers and the noise with tailored financial advice.
When the folks at DMB Advisory first reached out to Little Village Creative, the business was bare bones.
“I had a business name and registration and that’s it,” founder Dianna Butterworth says. “So I needed help from the very beginning with understanding where I was going to be placed in the market and what the perception of my brand would be.”
One critical point for Dianna was making sure the DMB brand wasn’t just another stuffy financial advisory service.
“It’s such a disruptive industry at the moment and going through so much change that I really wanted to position myself correctly rather than just following the stock standard,” she says. “I wanted to stand out and be different. It’s a very male-dominated industry so I wanted the brand to be more feminine and reflect who I am, as opposed to just knocking up a website.”
Bringing the brand to life
We first sat down with Dianna and the team to dig deeper into their vision for the DMB brand.
“Initially we spent a couple of hours talking about anything and everything lifestyle planning-related to get clarity around our brand. We talked about our ethos, why we were starting the business, what we wanted to be and what we didn’t want to be.”
Post-workshop, we pulled our ideas together and got to work conceptualising an overall brand strategy.
“Off the back of that, the LVC guys presented us with a brand strategy document including the look and feel and tone of voice,” Dianna says. “It really covered all the bases: who we are, what we do, our mission and values and how we would bring it all to life.”
From there, we worked collaboratively with DMB to design and build a responsive, optimised website and write the copy.
“Given there are so many rules around what you are and aren’t allowed to say in the financial space, I was a bit nervous about the website copy. But when I sent it off to our finance dealer for approval, they said it was one of the best websites they’d seen.”
The end result?
“LVC absolutely nailed it. We didn’t change a thing. They really listen to the client and they’re very prepared. It was such a smooth and transparent process.”
The journey continues
We’re delighted to see DMB Advisory’s client base growing and look forward to watching the business flourish. Looking forward, Dianna says her focus is on helping more people live their best life.
“DMB is a long-term strategic business. Being financial planners, it might take us 20 years or more to deliver value for a client and I want to be with them on that journey. We want to be a logical, sound voice for people to partner with to achieve their wealth and financial goals.”
Got an awesome business idea but not sure what to do with it? Get in touch or drop us a line on 1300 528 680.