
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. "
Branding
Visual Identity
Web Design and Development
8 Weeks
Wealth Management
Financial Advisory
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.
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.
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.