Zimmerman Wealth Management
WEB SITE DESIGN
Zimmerman Wealth Management (ZWM) is an SEC-registered
investment advisor that helps individuals, families
and small businesses better plot their financial
futures by helping them address wealth generation,
investment,
expenditure and bequeathing wealth in the wake
of passing. The company does not advertise, but
relies strictly on referrals from its client base
and other professionals that know the company’s
approach to wealth management.
The need
ZWM retained Hodge Schindler to help develop
and implement a marketing program that included
the firm’s first Web site in addition to
a brochure, letterhead and business cards. The
program also included a new logo design to
coincide with the company’s expansion in
Chicago’s north suburbs. ZWM wanted the site
to inform potential clients of its range of services,
while offering updated information to current clients
and a system for accessing their accounts online.
Additionally, the firm sought a way to help clients
enjoy their wealth, either through links to other
Web sites that provided advice on living productive
lives or through links to reputable, established
charities.
Our approach
Hodge Schindler began work first on designing
a logo that would represent the approach ZWM takes
with its clients and created an appropriate tagline
(“Financial Guidance for the Seasons of
Life”) that reflected the firm’s
philosophy toward client services. Once approved,
work began on site design (establishing specific
areas of the site and the particular aspects
of ZWM’s operations to be covered) along
with prototypes for the look of the site and
the brochure.
We also began work on the graphical
elements that would give the new site and the brochure
a unique look that would set ZWM apart from other
investment advisory firms. The client pitched in
by taking digital photographs of the lakefront
view from his 17th-floor office in Evanston, Ill.,
that would provide the site’s dominant graphical
element.
Hodge Schindler also researched links to
charities and well-living Web sites that would
offer a new twist to current ZWM clients and other
site visitors. We also handled domain registration,
hosting concepts and uploading the site.
The outcomes
The site, www.zimmermanwealth.com, launched on
schedule with the brochures arriving for distribution
shortly thereafter. Hodge Schindler designers
then delivered letterhead, envelopes and business
cards featuring the new logo, tagline and other
collateral related graphically to the Web site
and the brochure.
An e-mail blast generated and
distributed by the client to announce the launch
of the site generated a high response and a surge
of visitors to the site. The client reported that
new business was generated from site visitors,
although he declined to specify actual numbers,
given the nature of the business.
Distribution of
the brochure and business cards at various functions
visited by ZWM principals assisted in the generation
of several leads and the signing of numerous clients
who had not previously heard of the firm.
The profile
for ZWM became significantly higher among the targeted
audience the company sought to reach, a trend that
continued months after the launch of the Web site.
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