Never About Us. Always About You.

Client

Janney Montgomery Scott

Date

2025

Project

Recruitment Campaign

Janney is a privately held wealth management firm with over 190 years of financial strength. The firm needed help creating a compelling value proposition for recruiting financial advisors.

Challenge

Ideate and develop a strategic message and campaign that would inspire right-fit financial advisors to join Janney.

Insight

At Janney, it’s never about the firm – it’s always about the financial advisors they serve.

Substance

Create a campaign that inspires dedicated financial advisors to join through unique storytelling, personalized messaging, and more.

Large billboard displaying a blue Janney ad with the slogan,
City bus shelter displaying a blue Janney advertisement for financial advisors.
Janney social media ad offering a free client retention guide for advisors.
Grid of presentation slides for Janney titled Transition with Confidence.
Blue Janney promotional card on a desk displaying client retention stats.
Elevator digital screen displaying a blue Janney advertisement for financial advisors.
Collage of Janney social media ad posts showcasing advisor stats and testimonials.
Janney promotional brochure displaying advisor benefits and statistics.
Four blue digital ads for Janney promoting advisor ownership, retention, and growth.
Client Perspectives

"Substance Strategy & Creative has been a valued partner in helping Janney sharpen our advisor recruiting strategy, messaging, and creative execution. Their deep understanding of the wealth management industry and advisor audience has helped us better articulate what makes Janney different, strengthen our recruiting efforts, and support our broader growth objectives."

Bradd DelMutoDirector, Corporate Communications

Janney Montgomery Scott

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