How to build new service brand from ground zero with single purpose to provide higher financial resilience to customers? Start with leaders and financial model placed in the center as behavioral playbook. Good decisions every day are life longe decisions. Life is long.
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Results. As leaders embraced a new behavioral playbook, a new functional behavioral model proved working. Help customers find additional resources for individual investments. More optimistic outlook on overall financial well-being increased at down-market. New services and subscribers, and new revenue streams. Deliverables. New behavioral playbook. Engaging design brand identity system with brand story, Life is long tagline and website design.
