Financial Advisory Group

Financial Services

Ananya Patel, a financial consultant, struggled to differentiate herself in a crowded market and was perceived as a generalist rather than a specialist, despite having 15+ years of expertise in sustainable finance for tech startups.


Our Approach

Brand Discovery

We conducted a comprehensive assessment of Ananya’s expertise, values, and unique perspective on sustainable finance.

Positioning Strategy

We developed a specialized positioning that differentiated her as the go-to expert in sustainable finance for tech startups.

Content Pillar Development

We identified key themes that would showcase her specialized expertise and methodology.

Integrated LinkedIn Strategy

We developed a systematic approach to empower employees to share authentic insights and company content.

Implementation

Our implementation focused on establishing Ananya as the definitive expert in sustainable finance for tech startups. We transformed her LinkedIn profile to highlight her specialized expertise and unique methodology. We developed a content strategy centered around three pillars: sustainable finance trends, tech startup financial challenges, and ESG investment strategies. We created a consistent posting schedule with varied content formats including data-driven insights, case studies, and practical advice. We also implemented a strategic engagement plan targeting tech startup founders, sustainability officers, and venture capital firms.

Result

Established as a recognized authority in sustainable finance for tech
Featured in 3 industry publications as a subject matter expert
Consulting rates increased by 40% due to specialist positioning
Developed a waitlist of clients seeking her specialized expertise
Invited to speak at major sustainable finance conference


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