ODYSSEY CAPITAL GROUP

" My current website isn’t working - it’s turning potential clients away, and my ad spend is going to waste. I need your expertise to create a website that positions me as the leading wealth management firm in North Carolina and turns visitors into booked calls. "

ALEXANDER SUTTON - ODYSSEY CAPITAL GROUP

Services

Services

Services

Branding
Visual Identity
Web Design and Development

Engagement

Engagement

Engagement

8 Weeks

Industry

Industry

Industry

Wealth Management
Financial Advisory

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Goal

Goal 1: Revitalize Odyssey’s brand image - infusing fresh energy and purpose into its existing identity to better connect with its audience.


Goal 2: Transform the firm’s underperforming website with a complete redesign that maximizes ROI on ad spend and positions Odyssey as the obvious choice for the four ideal client profiles identified during our research and strategy phase.

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Branding and Target Audience

After working with Alex through our strategy process, we identified four key client profiles:

Soon-To-Retire Corporate Professionals – Navigate the shift from wealth accumulation to sustainable income with tailored strategies for a secure retirement.

Professional Athletes – Customised wealth management and tax strategies to ensure long-term financial stability beyond their athletic careers.

Tech Entrepreneurs – Manage tech-driven wealth, reduce tax liabilities, and create sustainable financial security for future ventures.

Families & Legacy Builders – Plan to protect and grow wealth across generations with a focus on sustainability and legacy preservation.

A New Website Approach

Instead of listing services, the new website focuses on ideal client profiles. Prospects can now self-identify, explore tailored solutions to their challenges, and are guided toward relevant services. Each section ends with a clear call-to-action, making it easy to book a strategy call.

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Outcome

Within 3 days, Alex saw 22 leads and 30m AUM in pipeline value, from adspend and the website working in tandem. The new messaging, branding and website structure helped maximise ROI.

+22 leads +30M IN AUM
In week 1 of launch.

+22 leads +30m in AUM in week 1 of launch.

Kelsey

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Kelsey

Inquire about your New Website

inquire about your new Website

By submitting, I consent to the collection and processing of my personal data as provided in this form, in accordance with the privacy policy