TRUE VISION FINANCIAL advisors

Project Overview

Project Overview

Project Overview

Year

2019

Advisor Stage

Transitioning Advisor from Financial Engines (LMN)

Scope of work

Branding / Website / Marketing Materials / Office Design / Decks / Case Studies / Advisor Recruiting Strategy

Laptop displaying True Vision Financial website with branding elements, showcasing financial advisory services and client testimonials.

The Challenge

The Challenge

The Challenge

TRANSLATE Darin's EXPERIENCE AND VISION INTO A BRAND THAT FEELS ESTABLISHED, CLEAR AND BUILT TO SCALE FROM DAY ONE—WHILE GIVING CLIENTS A CONFIDENT STORY THEY CAN UNDERSTAND QUICKLY AND TRUST IMMEDIATELY.

Brochure design for True Vision, featuring the tagline "Your legacy, our focus," emphasizing brand establishment and client trust.
Branding materials for True Vision Financial Advisors, featuring website design, business cards, and promotional documents emphasizing "Your vision, our focus" and guiding principles like integrity and clarity.

Our Approach

Our Approach

Our Approach

How we handled the situation

Initial Phase

1

Research & Discovery

When Darin made the bold move to leave Financial Engines, he was leaving the structure of the largest RIA in the country. He needed a brand that didn’t just feel “independent,” but felt superior to the institutional, one-size-fits-all model he left behind. We focused on a bespoke strategy that highlighted his “True Vision” for client care that massive firms often lack.

Second Phase

2

logo design & branding

We moved away from generic templates to create a sophisticated visual identity. This wasn’t just about a logo; it was about building a cohesive brand system. We developed a professional, deep-blue palette and refined typography that projects both the stability of an established firm and the agility of an independent practice.

Third Phase

3

web design & development

The digital experience was built to be a lead generation engine. We moved beyond static pages to create an interactive hub that educates and converts. The site serves as the firm’s digital storefront, designed to handle everything from initial prospect inquiries to ongoing client resource access.

Final Phase

4

RESOURCE CENTER AND EVENT DESIGN SUPPORT

As a long-standing partner, we’ve supported Darin’s growth across every vertical. We built a comprehensive library of custom print materials, office design elements, and onboarding decks. Furthermore, we implemented advanced advisory recruiting strategies to help Darin scale his team, ensuring his brand attracts both premium clients and top-tier talent.

Professional headshot of Darin Pilacinski, financial expert from True Vision Financial, conveying trust and expertise.

Darin Pilacinski

TrueVision Financial Advisors - Founder & CEO

“The Azella team has been a critical part of our firm’s evolution over the past six years—helping us build our brand, grow our online presence, and support our advisors”