Francis Financial
A breakthrough in engagement
Alignkraft was challenged to differentiate Francis Financial within an extremely competitive market, pivot the brand so it attracted the correct leads while engaging existing clients, and reflect the company's recent growth and elevated status.
Francis Financial, a founder-driven financial planning firm, sought out Alignkraft consulting services at a critical time in growth. With Stacy quickly rising as a top industry expert constantly being invited for TV appearances, guest editorials and interviews, she recognized the pressing need to reexamine where the Francis Financial brand stood in terms of attracting and engaging her target client base. She understood her current strategies were not working hard enough but could not pinpoint exactly why. This is where Alignkraft came in and used the exhaustive AXDx discovery process to drill down and discover what was misaligned.