Reimagining Financial Services for a New Era

The Challenge

Parker Elmore sought to rebrand his company, Primoris Benefit Advisors, a management consulting firm specializing in financial advising and retirement planning. With plans for expansion into a new Las Vegas location, increased hiring, and a brand transition, he turned to us for expertise.

The Approach

Our collaboration began by delving into Primoris’s history, core values, and future aspirations. With a name change on the horizon and expansion plans underway, it was essential to create a brand that felt both visionary and grounded. We worked closely with Parker and his team to ensure the rebrand reflected their evolving mission while staying connected to their roots.

Key steps in the process included:

Brand Discovery: We identified a strong commitment to viewing retirement planning as a transformative journey, or odyssey, towards financial freedom and lifelong growth.
New Brand Identity: This insight led to the creation of a new name, Odyssey Advisors, along with a comprehensive suite of brand materials.
Communication Strategy: We facilitated the rebranding process through public press releases and client communications to ensure a smooth transition.
Marketing Support: Our team assisted with marketing initiatives, including social media and blog content creation, strategic online and print advertising planning, and developing PR opportunities to engage the Odyssey team.

The Impact

The rebranding effort has successfully positioned Odyssey Advisors for growth, aligning its identity with a vision of transformative financial planning. This fresh brand identity not only supports expansion goals but also resonates with clients seeking a meaningful approach to their financial journeys. With improved messaging, enhanced digital tools, and a compelling new name, Odyssey is now well-equipped to stand out in a competitive market and build lasting relationships with both new and existing clients.

Words From Our Client

“We highly recommend the team at Krative. A great team helped us design a variety of materials that really sell the new “brand” and the website provided great new functionality for our clients. Beyond that, the team was a pleasure to work with as they constantly brought fresh ideas to the table and challenged us to think bigger. The main selling point for us is they brought an edginess to the project and we didn’t feel like our project was just another task in the queue.”

Parker Elmore

President & CEO of Odyssey Advisors