Personalized Financial Planning

Barnum Financial Group is an award-winning network of independent financial planning and wealth management advisors. As a Mass Mutual brand, Barnum offers a portfolio of services supporting consumers’ financial needs. However, Barnum was struggling to generate enough high quality leads and were challenged in their ability to manage customer relationships across a vast network of agents.  

Areas of Focus

Expertise That Fits Every Stage

A timeline-based horizontal scrolling design reinforces a holistic approach that supports customers through all of life’s financial milestones.

Personally Resonant Customer Experience

Interactive features enable visitors to pinpoint current financial priorities and follow a personalized path to the services that will benefit them most.

Unified Vision of Independent Strength

Customizable agent microsites provide for a consistent brand experience while simultaneously enabling local agents to distinguish their specialized expertise.

Greater Sales Efficiency, From Start to Finish

Custom integration with The Barnum Group’s existing CRM enhances agents’ ability to manage leads, build trust, and drive loyalty.

Brand Consistency Doesn’t Have to Mean Conformity

Through our strategic evaluation, we found a way to go above and beyond the client’s expectations for our engagement. As a network built on independent expertise, Barnum Financial Group had struggled to help its agents establish a distinct online presence that also aligned with the brand’s digital strategy and design aesthetic. After constructing the main site experience from scratch, our team addressed this conflict by developing customizable microsites to serve as a “living business card” for each agent. This framework efficiently enables Barnum’s independent advisors to communicate with leads and customers in a brand-consistent way without diminishing the unique value of their personal expertise and experience.