Plan for More
Client
Janney Montgomery Scott
Date
2025
Project
Client Marketing
Janney, a privately held wealth management firm, has spent its history serving clients and their financial advisors. But as the firm evolved, it needed a messaging platform that could help better tell its story to the marketplace.
Challenge
Develop a messaging platform that differentiates Janney and positions it for growth with new and existing clients.
Insight
Everything Janney does is built around supporting stronger client-advisor relationships – which lead to better outcomes for clients.
Substance
At Janney, it’s about you, your advisor and the endless potential of your financial life: That’s how you Plan for More™.