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Company NameHoward Bailey
Larson Financial Group
Reimbold & Anderson - Ameriprise (Not Ameriprise but this specific agency)
Summit Financial Group (not NorthWestern but this specific group)Financial Planning Services
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Websitewww.url.comhttps://howardbailey.com/ https://www.larsonfinancial.com/https://www.ameripriseadvisors.com/team/reimbold-anderson/ http://summit.nm.com/http://www.tobuildwealth.com/
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Year Founded:200220001894 (Ameriprise parent company)N/A1983
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# of Employees<50<200<50About 20 employees An estimate of 2-10 employees
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OverviewProvide a brief 1-2 sentence overview of the company including its business lines (e.g. commercial, individual).Howard Bailey is an independent financial firm offering various investment and insurance strategies for individualized retirement services. Larson Financial Group is a financial planning firm that specializes in services for medical proessionals.Reimbold and Anderson aims to provide a comprehensive approach to financial planning, including: retirement, education, investments, and more.The company is a financial planning firm with a mission to improve lives through aligning actions and clarifying values. Summit's focus is on investment strategies, business planning, retirement planning, risk management solutions, employee benefits planning, and executive benefits planning. Financial Planning Services is a financial planning firm set up to aid its clients in building wealth. The company's focus is on personal income management, risk management, education, retirement, estates, tax, and investment planning.
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Competitive AdvantageDescribe the company's competitive advantage (how they set themselves apart from the competition). (3-5 sentences)Customer Service: Howard Bailey offers customizable services for each client that works for them. Each individual has the ability to work with a financial professional to help focus on their needs. Quality: Howard Bailey details the process of certifying a Financial Planner Professional. Because their target market is medical professionals, they are able to focus their services for a specific niche.Reimbold and Anderson is an Ameriprise subsidiary. They provide services in a broad range of financial planning. Being part of a larger financial company offers them an advantage of national recognition over their competitors. Summit Financial Group boasts of having one of the best talents in the industry. Randall T. Lehman, who is a partner and a wealth management advisor, has been recognized by Barron's and Financial Times as one of the top financial advisors in the country for 2 years running.
The company has a distinct model for wealth optimization. This model is a four-step planning process that involves discovery, creative solutions, strategy development, and result management.
The company's unique feature is that its services are directed at providing long term solutions rather than a short term fix.
The financial planning firm prioritizes its clients' needs. Before any recommendations, the company strives to understand the client's goals and objectives.
Additionally, the company engages in charitable programs, giving back to society. During the 2019 Christmas season, the company gave out $1,000 each to some organizations, including International House, Frontline Ministry, and Enactus.
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Target MarketBriefly describe the company's target market(s) (e.g. people with $X income, business in Y industry).People looking to save and set themselves up for retirement.Medical professionalsBroad financial planningSummit Financial Group targets individuals that are setting up and preparing for retirement, employees, businesses, and business owners.The company has a diverse target market that includes individuals that want to set themselves up for retirement, investors, estate management and insurance sector, tax, and individuals who need coaches for unique lifestyles.
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Marketing OverviewProvide the company's current tagline and describe it's messaging (how they talk about themself). (3-5 sentences)"At Howard Bailey Financial, our mission is to always seek a better approach, a better method, a better answer, and a better result to the financial challenges and objectives of the people we serve. At the base of our mission lie our values: wow, evolve, grow, integrity, outreach, optimism.

"Larson Financial Group’s reputation is built on our long-term commitment to the financial planning process, our focus on the medical professional and their unique needs, and responsible financial management.""Your financial goals are individual, and we can help you achieve them. We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else."


The company's tagline states, "partnering with you to define, build, and establish financial security."
The financial planning company is confident in its ability to "make assessments, develop a plan that works, and provide the tools and strategies necessary to implement that plan successfully."
Summit Financial Group operates with a disciplined "value-based approach to help make wise choices and to help ensure that the plan is focusing on what the clients' value."
The slogan "your financial future, our innovative approach," emphasizes the company's devotion to providing the best of services.
Financial Planning Services has an innovative approach to achieve financial success, "we help our clients pursue a road map to financial success." The company believes that it can make a "positive impact in the financial industry."
The company states that it has a unique investment philosophy. This is based on the "belief that the most important decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances, and risk-taking capacity."
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Provide the marketing channels used by the company (e.g. print, digital, social, television)The marketing channels Howard Bailey uses are podcasts, TV, Radio, live events, and books. The website also includes an email subscription service, and Casey Weade writes for online websites, such as Forbes as well.They focus on marketing specifically to the health industry and offer seminars on financial planning to health professionals. Other marketing channels LFG uses are social media (Facebook, LinkedIn, Twitter, and YouTube), print, online articles, podcasts, webinars, live events, email subscription service, and scheduled online consultation.Reimbold & Anderson's marketing channels include social media, its official website, television advertisements, and print advertisements. The marketing channels used by Summit Financial Group include its website and Facebook page only.Financial Planning Services uses various marketing channels, including website, Facebook, and LinkedIn. This company also provides newsletter.
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Provide the company logo and 1-2 examples of their current marketing in the provided google doc.https://docs.google.com/document/d/1DCs-qV9-olrK_ylXJI8aDrxPeHbR-DV56w2fiTKPb70/edit?usp=sharinghttps://docs.google.com/document/d/19WgRtfHC_qP1qlvaJMQaQo3Gw6ibi0J7LjjkQDgLfM0/edit?usp=sharinghttps://docs.google.com/document/d/1eshTp7jAz9m3AhlFQKCk1W_xTQm8_i3PPxx8fkswsvk/edit?usp=sharinghttps://docs.google.com/document/d/1M18GQFWMPpyol-XzP7Bu3WUA5yQeD0JY40v_VE7zChQ/edit?usp=sharinghttps://docs.google.com/document/d/1-3vtMaPCwYxed8UVqbXFqeYCAUkbMsCmwgtHET_EjaY/edit?usp=sharing
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Type of BrandingBranded House – ex. BMW
Super Brand – ex. Nivea
Endorsed Brand – ex. Marriott
House of Brands – ex. P&G

Branded HouseBranded HouseEndorsed BrandEndorsed BrandEndorsed Brand
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Primary ColorsList the colors that seem to be most prominent in advertisingRed, green, gray, and whiteYellow, gray, and white.Black, Blue, White, NeutralWhite, orange, and blueWhite, green, yellow, and blue
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Photography and Illustration StyleDescribe any unique traits of the photography or illustration styles (ie custom illustrations, stock photography, use of color filters, etc.The illustration style is a mix of small videos and photographs. Some capture the scenary in the town that Howard Bailey is located, others the Howard Bailey building, and a few of the President Casey Weade.In its advertising/marketing, the company uses stock photographs, featuring physicians and employees, who can be also seen on the official homepage. Considering videos and printed ads, LFG's logo has recently changed from green, gold, and black to yellow, gray, and white. The illustration style shows some images and videos for YouTube, but the website mostly presents texts in gray and yellow for highlights.Most of the ads feature employees of Reimbold & Anderson, who can be seen on the "Financial Advice Team" page of its official website. However, it does use stock photography for its Facebook page.Almost every photograph published on the company's website and Facebook page features people. They include employees and models who act as consumers. The company has also combined multiple photos to create digital illustrations.This company frequently uses photographs that have the website's primary color theme. For example, they include greeneries, as well as blue- and yellow-colored objects with white background in the pictures published on their marketing channels. Financial Planning Services also features photographs of their employees. Aside from photographs, this company also provides videos and slideshows.
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Font ChoicesSerif or sans-serif, thick font or thin font, multiple fonts, etc.For headlines, the font is Arial bold. For post text, the font is regular Arial. The font of the contact information is green and bolded.The LFG logo has recently changed from serif to sans-serif. On its website, all fonts are Verdana (serif), bold is used for emphasis. For its print advertisements, it uses a mixture of serif and sans-serif, multiple font types, and thick fonts for the headliners.In its advertising/marketing, the Reimbold & Anderson name is typically in a large, thick font and bolded, while everything else is in a thin font. For its print advertisements, it uses a mixture of serif (brand name) and sans-serif (everything else). For its television/video advertisements, it uses serif exclusively.Summit Financial Group uses multiple fonts for the marketing content published on its website and Facebook page. The closest matching font for its logo is Trajan Pro Regular. The company typically uses a thick font for taglines and call-to-action phrases.On their website, Financial Planning Services uses Helvetica for post text. The closest matching font for the company's logo and headlines is Kelson Regular. The colors they frequently use for the text are white, yellow, and dark gray. They also typically bold and capitalize taglines and call-to-action phrases.
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Home Page Screen Capturehttps://docs.google.com/document/d/1DCs-qV9-olrK_ylXJI8aDrxPeHbR-DV56w2fiTKPb70/edit?usp=sharinghttps://docs.google.com/document/d/19WgRtfHC_qP1qlvaJMQaQo3Gw6ibi0J7LjjkQDgLfM0/edit?usp=sharinghttps://docs.google.com/document/d/1eshTp7jAz9m3AhlFQKCk1W_xTQm8_i3PPxx8fkswsvk/edit?usp=sharinghttps://docs.google.com/document/d/1M18GQFWMPpyol-XzP7Bu3WUA5yQeD0JY40v_VE7zChQ/edit?usp=sharinghttps://docs.google.com/document/d/1-3vtMaPCwYxed8UVqbXFqeYCAUkbMsCmwgtHET_EjaY/edit?usp=sharing
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Messaging Theme 1Look for messaging themes that occur in advertising. Record 5-10 themes and provide an example of each one.
Messaging theme: Cutting Edge Technology
Example: Our state of the art Eye Lab is fully automated.
Specialized servicesA company focused on responsibility and ethicsValues clientsCompany's missionData-based approach
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Example"...using a variety of investment and insurance products to custom suit their needs.""... responsible financial management. We seek to uphold the highest standards of objectivity and ethical behavior.""Putting clients first; it’s what we do.""Improving lives by clarifying values and aligning actions.""We have a wide variety of tools & resources to help on your journey to pursue your financial future."
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Messaging Theme 2A company you can trustSuited for every physicianTeam workTop financial advisorPersonalized approach
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Example"Our name reflects our family values.""Our physician clients come from all walks of life, different areas of the world, and represent all ages.""The financial advisory team at Reimbold & Anderson comes together to help to help prepare for the future.""Barron's and the Financial Times have recognized Randy Lehman as one of the top financial advisors in the country two years running.""We strive to learn about you, your needs, and your goals. Our efforts are focused on you as we create a plan, implement the strategy, and monitor the progress of your investment objectives."
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Messaging Theme 3Strong customer service Specialized servicesFocused on financial planning and adviceClient-focusedEfficient work
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Example"The client service team is here to ensure that your experience with Howard Bailey is above and beyond expectations."...our focus on the medical professional and their unique needs...""From serving clients to providing community education programs, the team at Reimbold & Anderson focuses on financial planning strategies and advice.""Our planning process educates and supports our clients in a team environment to help them define and achieve the most meaningful and important financial goals of their lives by integrating their values into a comprehensive wealth plan.""We strive to look at the bigger picture and help our clients adjust as life continually changes. We are here to help you be able to spend more time enjoying the things you love."
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Messaging Theme 4Focus on the IndividualPathos - appeal to consumers’ insecurities and sense of vulnerabilityProvides effective advice and supportPersonalizationReliable advisors
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Example"...helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives."“For residents & fellows… I am overwhelmed by student loan debt and need help reviewing my first contract.”"With right advice supported by research and online tools to track your progress, we can help you feel confident, connected and always in control of your financial life.""Your business is unique, and it takes a personalized plan to help you create, grow and protect your business's value.""At Financial Planning Services, our team of experienced advisors is committed to taking a personalized approach to assist in planning for our clients financial future. We are determined to go above and beyond in everything we do."
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Messaging Theme 5Live and retire with purposeEthos - an appeal to authority and credibilityHelping clients to navigate shifting market conditionsFinancial planning services for every life stageEthical company
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Example"We craft financial strategies to allow you to realize the true purpose of your life savings."“The nation’s largest financial advisory firm exclusively for physicians.”"We at Reimbold & Anderson can help you navigate ever-changing market conditions while staying on track to your financial goals.""Whether you're well on your way to living your dream or eagerly approaching retirement, make sure you're financially prepared to achieve a lifetime of goals.""In 2014, Financial Planning Services established an employee driven charitable giving program, setting aside a percentage of the company income each year for this program."
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Messaging Theme 6Above averageLogos - an appeal to logicFinancial firm with extensive experience
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Example"Coaching goes beyond typical financial planning to help you identify your financial philosophy.""...you can potentially add up to 3% in net returns over time when working with an advisor that adheres closely to best practices.""Our clients are located in over 15 states and a number of foreign countries."
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Messaging Theme 7Wide spreadClient loyalty
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Example"...We have helped retirees across the country secure their futures."As a fiduciary, the financial advisor is required to act with undivided loyalty to the client."
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Messaging Theme 8
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Example
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Messaging Theme 9
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Example
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Messaging Theme 10
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Example
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Website
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Screen Capture 5 key pageshttps://docs.google.com/document/d/1DCs-qV9-olrK_ylXJI8aDrxPeHbR-DV56w2fiTKPb70/edit?usp=sharinghttps://docs.google.com/document/d/19WgRtfHC_qP1qlvaJMQaQo3Gw6ibi0J7LjjkQDgLfM0/edit?usp=sharinghttps://docs.google.com/document/d/1eshTp7jAz9m3AhlFQKCk1W_xTQm8_i3PPxx8fkswsvk/edit?usp=sharinghttps://docs.google.com/document/d/1M18GQFWMPpyol-XzP7Bu3WUA5yQeD0JY40v_VE7zChQ/edit?usp=sharinghttps://docs.google.com/document/d/1-3vtMaPCwYxed8UVqbXFqeYCAUkbMsCmwgtHET_EjaY/edit?usp=sharing
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Ease of Use / NavigationProvide general impressions of the effectiveness of the website's navigation. Is it easy to use?The website's navigation was easy to use. All of the links and menus worked quickly and without any delay.The LFG's website is simple to navigate, some links referring to other sites in the texts are broken. The menus are very intuitive, works well, and quickly.The website for Reimbold & Anderson is simple to navigate and does not confuse its visitors.Summit Financial Group's website is easy to use. The pages are neatly organized into sections and sub-sections and are appropriately named. Website visitors can easily view pages based on the information that they are looking for.The website of Financial Planning Service is easy to navigate. With large font and appropriate title names, customers may easily find the needed information. Visitors may also easily browse the information they need through the quick links provided on the bottom side of the website.
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DesignProvide general impressions of the effectiveness of the website's design. Is it well-designed? Is it compelling?The website was well designed. My top tip would be to make the top menu text larger so it is easier to read. The website is compelling; the main strategy is the side and bottom bars that pop up each time a user clicks to a different page on the website. The design of the website is simple and minimalist. Each webpage contains the same color scheme which consists of a half white and half gray background, gray and white fonts. All fonts are Verdana and highlighted texts are bold. For linked items, they use yellow. The menus could have a bigger and bold font for better visualization.The design of the website for Reimbold & Anderson is not visually striking and is rather bleak. Each page of the website contains the same color scheme, which consists of a light blue background with primarily black font, with the exception of the dark blue background and white font used for the website banner. While the design of the website is simple and unimpressive, it is not overwhelming and appears to be modest. The website is fairly well-designed. Different backgrounds have been used for each page for purely aesthetic purposes. Transparent/white boxes are used to allow visitors to read the text clearly.The design of the website is simple and minimalist. The color of the text always contrasts with the background color to help visitors to read the content easily. The website has a functional navigation bar displayed on the top of the site that offers several links to different pages when a user's mouse hovers on top of the title link.
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FunctionalityProvide general impressions of the effectiveness of the website's functionality. Do links work, do web tools or calculators work?Links, forms, and web tools work.Considering that most of the website content is text, its functionality is acceptable. Not all of the included links work properly since some of the linked websites do not exist anymore. Webtools like forms and business location maps work well.The website's functionality is exceptional. The links included on the website all connect the visitor to the proper page/location, while the various retirement, investing, personal finance, education, and tax calculators function properly, as do the different PDF files. Also, the videos included on the website play without disruption.The website is effective and functional. Every link works (no dead links). Every web tool/calculator is functioning properly.In general, the website of Financial Planning Services is functional. A visitor may download the PDF of Financial Planning Services' recent newsletter, watch videos, view slideshows, navigate with a Google map, and use the calculators. However, the link to 'START PLANNING TODAY' is not working.
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Sources (rows 3 - 8)www.url.com (do not footnote)https://howardbailey.com/core-values/, https://howardbailey.com/about/, https://howardbailey.com/team/, https://howardbailey.com/https://www.larsonfinancial.com/financial-advice-for-doctors/
https://www.linkedin.com/company/larson-financial/about/
http://summit.nm.com/
http://summit.nm.com/team.htm
http://summit.nm.com/Process.11.htm
http://summit.nm.com/Services.htm
http://www.summitfgi.com/Cache/IRCache/bb1b707b-9b5e-e2d0-246c-3d0b8965dccf.PDF?O=PDF&T=&Y=&D=&FID=bb1b707b-9b5e-e2d0-246c-3d0b8965dccf&iid=1021909
"https://www.linkedin.com/company/financial-planning-services---tobuildwealth-com/about/
http://www.tobuildwealth.com/fps-profile
http://www.tobuildwealth.com/fps-charitable-giving
http://www.tobuildwealth.com/resource-center/retirement
http://www.tobuildwealth.com/resource-center/investment
http://www.tobuildwealth.com/resource-center/estate
http://www.tobuildwealth.com/resource-center/insurance
http://www.tobuildwealth.com/resource-center/tax
http://www.tobuildwealth.com/resource-center/lifestyle"
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Sources (rows 9 - 43)www.url.com (do not footnote)https://howardbailey.com/, https://retirewithpurpose.com/podcast/, https://retirewithpurpose.com/tv/, https://retirewithpurpose.com/radio/, https://retirewithpurpose.com/live-events/, https://retirewithpurpose.com/book/, https://howardbailey.com/about/, https://howardbailey.com/schedule-a-meeting/, https://howardbailey.com/team/https://www.larsonfinancial.com/
https://www.larsonfinancial.com/financial-advice-for-doctors/
https://www.larsonfinancial.com/services/
https://www.larsonfinancial.com/meet-the-partners/
https://www.larsonfinancial.com/locations/
https://www.larsonfinancial.com/financial-articles-for-doctors/
https://www.larsonfinancial.com/financial-articles-for-doctors/determining-value-financial-advice/
https://www.youtube.com/channel/UCkVF-IxDxOgPls95WHgX9LA
https://www.linkedin.com/company/larson-financial/about/
https://www.linkedin.com/posts/larson-financial_the-financial-or-episode-two-compensation-activity-6613835890936561664-3Lel
https://adpharm.net/albums/2012/201212/11/thumb_Larson_Financial_Group-Nov2012.jpg
https://podcasts.apple.com/us/podcast/the-financial-o-r/id1473827457
https://www.larsonfinancial.com/larson-law-firm-asset-protection-and-estate-planning-webinar/
https://www.ameripriseadvisors.com/team/reimbold-anderson
https://www.ameripriseadvisors.com/team/reimbold-anderson/how-we-work
https://www.ameripriseadvisors.com/team/reimbold-anderson/our-financial-advice-team
https://www.ameripriseadvisors.com/team/reimbold-anderson/insights
https://www.ameripriseadvisors.com/team/reimbold-anderson/resources
https://www.ameripriseadvisors.com/team/reimbold-anderson/contact
https://www.facebook.com/reimboldandanderson/
https://www.pbs.org/video/primetime39-september-15-2017-vcq0ng/
https://content.parishesonline.com/bulletins/01/0478/20180603B.pdf
https://cdn.ameriprisecontent.com/cds/alwp/team/91278577-e9b4-4197-a71a-7f1023b62429/xlaskf5a_ra2018_15-sec_revised-hd.m4v
https://cdn.ameriprisecontent.com/cds/alwp/team/91278577-e9b4-4197-a71a-7f1023b62429/32yopviy_ra2017video-5_revised4.m4v
https://cdn.ameriprisecontent.com/cds/alwp/team/91278577-e9b4-4197-a71a-7f1023b62429/hptspkyq_2770779-reimboldandersonvideo101019_final2.m4v
http://summit.nm.com/
https://www.facebook.com/SummitFinancialGroupwithNorthwesternMutual/
https://www.facebook.com/SummitFinancialGroupwithNorthwesternMutual/photos/a.175430309462189/1105444499794094/?type=3&theater
https://www.facebook.com/SummitFinancialGroupwithNorthwesternMutual/photos/a.175430309462189/1128420407496503/?type=3&theater
https://www.myfonts.com/WhatTheFont
http://summit.nm.com/team.htm
http://summit.nm.com/Process.11.htm
http://summit.nm.com/Services.htm
http://summit.nm.com/Community.12.htm
http://summit.nm.com/Locations.15.htm
http://summit.nm.com/Calculators.t848.htm
http://summit.nm.com/Financial-Planning.14.htm
http://www.tobuildwealth.com/
https://www.facebook.com/tobuildwealth
https://www.linkedin.com/company/financial-planning-services---tobuildwealth-com/
https://s3.amazonaws.com/static.contentres.com/media/documents/43095236-a058-44dc-9b9e-015ad0137f63.pdf
https://www.fontsquirrel.com/matcherator?token=nht46elua04g53wn
http://www.tobuildwealth.com/fps-professionals
http://www.tobuildwealth.com/about
http://www.tobuildwealth.com/fps-charitable-giving
http://www.tobuildwealth.com/contact
http://www.tobuildwealth.com/resource-center/retirement
https://connect.emaplan.com/35y
http://www.tobuildwealth.com/resource-center/calculators
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