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GENESIS CAPITAL ADVISORS, INC.
INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION
B2B STRATEGY
                                                        CREATIVE DIRECTION




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 2
BUSINESS OPPORTUNITY

                                                        Recent changes in legal and regulatory requirements
                                                        are making it difficult for small financial planning
                                                        firms and sole proprietors to compete in today’s
                                                        marketplace especially since the regulations as well
                                                        as the auditors increasingly favor larger firms.




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 3
BUSINESS GOAL

                                                        Genesis Advisors wants to grow its firm by attracting
                                                        independent financial advisors helping them make
                                                        more money. The goal is to add 5 new employees/
                                                        independent contractors per year for the next
                                                        decade. Genesis will offer top performers equity
                                                        positions like a law firm; Associates, Junior Partners
                                                        and Senior Partners.




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 4
B2B TARGET AUDIENCE

                                                   •    Financial Planners
                                                   •  5 years experience
                                                   •  $20 – $30 million under management
                                                   •  $200 - $300k annual revenue
                                                   •  $50k in regulatory expenses
                                                   •  1 employee
                                                   •  Renting office space




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 5
TARGET GEOGRAPHIC REGIONS

                                                   •    New England
                                                   •  Massachusetts
                                                   •  Rhode Island
                                                   •  New Hampshire
                                                   •  Southern Maine


                                                   •    Florida
                                                   •    Naples




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 6
GENESIS AFFILIATE SUPPORT

                                                   •  Client                      Service
                                                   •    Fast Fund Survey/Financial DNA
                                                   •    Client Portal https://www.grendelonline.com/
                                                   •  Portfolio                            Management
                                                   •    Genesis Branded Funds
                                                   •  Legaland Regulatory
                                                   •  Marketing
                                                   •    Brand Recognition
                                                   •    Professional Website
                                                   •    Internet Marketing
                                                   •    Marketing Collateral
                                                   •    Drip Marketing

COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 7
B2B INTERACTIVE

                                                   •  Wordpress                                 Platform                                       •  Plugins
                                                   •    Content Management System (CMS)                                                        •    Font Uploader
                                                                                                                                               •    Superfish Menu
                                                                                                                                               •    Contact Form 7
                                                                                                                                               •    Captcha
                                                                                                                                               •    Google Directions
                                                                                                                                               •    Ultimate SEO
                                                                                                                                               •    Google Analytics
                                                                                                                                               •    Backup Buddy




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.         THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.        GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 8
B2B WEBSITE MAP

                     Template Key                                        Linked In


                                                                                                                  Client Login
                                                                        Facebook
                                Homepage

                                                                          Twitter              Home                 Clients                     Financial
                               Section Page                                                                                                     Advisors


                                                                                                                  Affiliate
                               Interior Page                                                Why Genesis           Program             Employment                 Partnership                      Contact Us


                                     Blog                                                                             Benefits               Benefits               Benefits           Massachusetts         Florida
                                                                                                                                                                                       Contact Form        Contact Form

                                    Forms                                                                                                                                                     Google            Google
                                                                                                                     Guidelines              Guidelines            Guidelines                Directions        Directions


                                                                                                                          FAQ                  FAQ                    FAQ




                                                                                                             Important            Privacy               Terms
                                                                                                             Disclosure                                 of Use              Site Map
                                                                                                                                 Statement




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.                               GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 9
INTERNET MARKETING

                                                   •  Constant                                 Contact
                                                   •    Buy list of Independent Financial Advisors
                                                   •    Develop Email Campaign
                                                   •    Build landing pages for campaign
                                                   •    Unique Phone # http://public.ifbyphone.com/
                                                   •    Unique URL
                                                   •    Manage Prospect Database




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 10
DIRECT RESPONSE

                                                   •  Direct                       Mail
                                                   •    Develop Direct Mail Campaign
                                                   •    Support Email Campaign
                                                   •    Build landing pages for campaign
                                                   •    Manage Prospect Database




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 11
BRANDING

                                                   •  Sales                    Collateral
                                                   •  Create brand image and essence
                                                   •  Sales leave behind
                                                   •  Re-enforce key differentiators




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 12
B2C STRATEGY
                                                        CREATIVE DIRECTION




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 13
BUSINESS OPPORTUNITY

                                                        Consumers mistrust large financial institutions since
                                                        the recession of 2007. According to FT Advisor,
                                                        “Financial institutions will face a backlash from
                                                        consumers unless they radically change the way
                                                        they operate”. This creates an immediate
                                                        opportunity for Genesis Advisors to meet the needs
                                                                                  of disenchanted consumers
                                                                                  with their transparent
                                                                                  and tailored approach.




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 14
TARGET AUDIENCE PROFILES
RETIRED PERSONS                                         UPPER MIDDLE INCOME                                                              FIRST STAGE AFFLUENT
• $1M in accumulated retirement                        • Dual-income professional family                                                 • Dual-income professional family
 saving and other investments                                          +
                                                       • $200k gross income
                                                                                                                                                   +
                                                                                                                                         • $200k gross income
                                                                       +                                                                           +
                                                       • $100k to invest                                                                 • $100k to invest
                                                       • Kids past college phase                                                         • Kids past college phase
                                                       • Focused on retirement                                                           • Focused on retirement
                                                       • Minimal debt                                                                    • Minimal debt

                                                               LIFE STAGE EXAMPLES



                                                                                                                                                                              SOURCE: ACXIOM
                                                                                                                                                                              RETAIL BANKING
                                                                                                                                                                              CONSUMER DYNAMICS




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.       GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 15
AFFLUENCE SUMMARIES
Consumer needs and desires can
be understood and even
anticipated based on their life
stages, but the financial
strategies and tactics available to
them vary according to their
affluence level.

Acxiom has identified 12
consumer segments which reflect
this interconnected impact of
both life stage and affluence on
                                                         SOURCE: FORRESTER’S CONSUMER TECHNOGRAPHICS® BENCHMARK SURVEY WAS A SOURCE OF DESCRIPTIVE INFORMATION USED TO VALIDATE ACXIOM’S RETAIL
consumer financial behavior.                              BANKING CUSTOMER SEGMENTS.




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.               GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 16
BRANDING

                                                   •  Unique                           Selling Proposition
                                                   •  Trust
                                                   •  Respect
                                                   •    Does not talk up or down to customers
                                                   •  Commitment
                                                   •    Not fly-by-night
                                                   •    Founded 1994




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 17
BRANDING

                                                   •  Differentiation
                                                   •  Customer                            Transparency
                                                   •    Genesis Funds have lower fees than the Big Guys
                                                   •  Fast             Fund Survey/Financial DNA
                                                   •    Custom Plans/Funds based on risk tolerance
                                                   •    Financial Planners matched by personality profile
                                                   •    Presentations in preferred communication style




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 18
BRANDING

                                                   •  Identity
                                                   •  Logotype
                                                   •    Stay away from traditional icons (pyramids, trees etc.)
                                                   •    Need progressive, yet stable and solid symbol
                                                   •  Color
                                                   •    Current colors deep purple and dark blue
                                                   •    Purple may have equity with current customers
                                                   •    Need colors to support brand image
                                                   •    Colors need to translate well in print and online




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 19
BRAND IDENTITY

                                                   •  Print
                                                   •  Stationery                            System
                                                   •    Letterhead
                                                   •    #10 Envelope
                                                   •    Business Cards
                                                   •    Mailing Labels
                                                   •    10 x12 Envelopes
                                                   •  Folder
                                                   •  Custom                       Financial Planner brochure




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 20
BRAND IDENTITY

                                                   •  Electronic
                                                   •  Email Signature
                                                   •  Letterhead
                                                   •  PowerPoint Template
                                                   •  Social Media Avatars




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.    THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 21
B2C INTERACTIVE

                                                   •  Wordpress                                 Platform                                       •  Plugins
                                                   •    Content Management System (CMS)                                                        •    Financial Planner
                                                                                                                                                       Zip Code Locator
                                                   •  Grendel                     Links
                                                                                                                                               •    Font Uploader
                                                   •    https://www.grendelonline.com
                                                                                                                                               •    Superfish Menu
                                                   •    Client Portal
                                                                                                                                               •    Contact Form 7
                                                   •    Fast Fund Survey/Financial DNA
                                                                                                                                               •    Captcha
                                                                                                                                               •    Google Directions
                                                                                                                                               •    Ultimate SEO
                                                                                                                                               •    Google Analytics
                                                                                                                                               •    Backup Buddy




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.         THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.        GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 22
B2C WEBSITE MAP

                     Template Key                                                         Linked In


                                                                                                                               Client Login
                                                                                         Facebook
                                Homepage

                                                                                           Twitter           Home                 Home                    Financial
                               Section Page                                                                                                               Advisors


                                                                                                      Investment           Business
                                                              Firm Profile         Wealth Planning                                            Financial DNA              Blog                               Contact Us
                               Interior Page                                                           Advising           Consulting


                                                                                                          Investment         Continuation                                                    Massachusetts            Florida
                                                                 Tailored to Fit          Personal                                                                      College Savings
                                     Blog                                                                  Objective            Plans                                                        Contact Form           Contact Form


                                                                                                         Investment            Structured                                                       Google                    Google
                                    Forms                         Transparency            Education      Guidelines             Buy-Sell                                Estate Planning        Directions                Directions
                                                                                                                              Agreements

                                                                                                                                Inter-                                                       Find an Advisor       Find an Advisor
                                                                  Leadership                             Asset/Style                                                       Financial            (Zip Code             (Zip Code
                                                                    Team                   Estate         Allocation         Generational                                  Planning
                                                                                                                              Transfers                                                          Locator)              Locator)


                                                                                                         Tax-Aware                                                                                Advisor                  Advisor
                                                                  Testimonials               Tax         Investments           Pensions                                    Investing               Page                     Page

                                                                                                                                                                                                  Advisor                  Advisor
                                                                                                        Manage Stock                                                                               Page                     Page
                                                                                         Retirement       Options            Profit-Sharing                               Legislation
                                                                                                                                                                                                  Advisor                  Advisor
                                                                                                                                                                                                   Page                     Page
                                                                                                            Select
                                                                                         Elder Care       Investment           401 (k)                                     Markets
                                                                                                           Manager            Consulting                                                          Advisor                  Advisor
                                                                                                                                                                                                   Page                     Page

                                                                                                         Performance          Executive
                                                                                                          Monitoring                                                     Tax Planning             Advisor                  Advisor
                                                                                                                            Compensation                                                           Page                     Page


                                                                                                           Progress                                                                               Advisor                  Advisor
                                                                                                          Reporting        Integrated Plans                             Uncategorized              Page                     Page



                                                                                                                         Important             Privacy                Terms
                                                                                                                         Disclosure                                   of Use              Site Map
                                                                                                                                              Statement



COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.                           GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 23
SOCIAL MEDIA

                                                               •  Blog/PR                             Plan
                             Blog

                                                               •    Collaborative contributions
                                                   Networked
   Linked In                                         Blogs
                                                               •    Weekly Posts
                            Home                               •    Linked In, Facebook, Twitter & Networked Blogs
                                                   Facebook
                                                               •    Individual LinkedIn pages
                                                               •    Initial purpose to garner organic search ranking
                            Twitter
                                                               •    Build loyal base of fans and followers
                                                               •    Provide relevant content
                                                               •    Make referrals easy




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.                    THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 24
INTERNET MARKETING

                                                   •  Google   Adwords
                                                        PPC (Pay per click)
                                                   •    Target select geographic regions in New England
                                                   •    Target select geographic regions in Florida
                                                   •    Competitive Review and Analysis
                                                   •    Develop keyword strategy
                                                   •    Build landing pages for campaigns
                                                   •    Benchmark Relevancy Score
                                                   •    Monthly tracking and reporting




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 25
INTERNET MARKETING

                                                   •  Organic   SEO
                                                        (Search Engine Optimization)
                                                   •    Organic — SEO (Search Engine Optimization)
                                                   •    Keyword Research and Analysis
                                                   •    Search Engine Placement Positioning
                                                   •    Content Analysis and SEO Copywriting for all pages
                                                   •    Link Analysis & Link Building
                                                   •    Meta Tag Analysis & Implementation
                                                   •    Image Tag Analysis & Implementation
                                                   •    Text Link Analysis & Implementation
                                                   •    Directory Analysis & Free Submissions
                                                   •    Site Map Analysis & Implementation


COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.        THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 26
COMPETITIVE BRAND LANDSCAPE
CURRENT SIZE FIRMS                                      FUTURE SIZE FIRMS                                                                BRAND NAME FIRMS




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.     GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 27
A WEALTH OF POSSIBLITIES
                                                        CREATIVE DIRECTION




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 28
WEALTH OF POSSIBILITIES | BRAND IDENTITY




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 29
WEBSITE | FINANCIAL ADVISOR HOME | SLIDE A




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 30
WEBSITE | FINANCIAL ADVISOR HOME | SLIDE B




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 31
WEBSITE | FINANCIAL ADVISOR HOME | SLIDE C




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 32
WEBSITE|CLIENTS| HOME | SLIDE A




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 33
WEBSITE|CLIENTS| HOME | SLIDE B




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 34
WEBSITE|CLIENTS| HOME | SLIDE C




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 35
WEBSITE | CLIENTS | SECTION TEMPLATE




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 36
WEALTH OF POSSIBILITIES | STATIONERY




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 37
WEALTH OF POSSIBILITIES | COLLATERAL




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 38
INVESTED IN YOUR FUTURE
                                                        CREATIVE DIRECTION




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION .   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 39
INVESTED IN YOUR FUTURE | BRAND IDENTITY




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 40
WEBSITE | FINANCIAL ADVISOR HOME




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 41
WEBSITE | CLIENT | HOME | SLIDE A




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 42
WEBSITE | CLIENT | HOME | SLIDE B




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 43
WEBSITE | CLIENT | HOME | SLIDE C




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 44
WEBSITE | CLIENTS | SECTION TEMPLATE




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 45
INVESTED IN YOUR FUTURE | STATIONERY




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 46
INVESTED IN YOUR FUTURE | COLLATERAL




COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC.   THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION.   GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 47
BRANDING       151 Worcester Street      888.764.6171
INTERACTIVE    First Floor               ideas@bergeroncreative.com
SOCIAL MEDIA   North Grafton, Ma 01536   www.bergeroncreative.com

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Genesis Integrated Brand Strategy

  • 1. GENESIS CAPITAL ADVISORS, INC. INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION
  • 2. B2B STRATEGY CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 2
  • 3. BUSINESS OPPORTUNITY Recent changes in legal and regulatory requirements are making it difficult for small financial planning firms and sole proprietors to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 3
  • 4. BUSINESS GOAL Genesis Advisors wants to grow its firm by attracting independent financial advisors helping them make more money. The goal is to add 5 new employees/ independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 4
  • 5. B2B TARGET AUDIENCE •  Financial Planners •  5 years experience •  $20 – $30 million under management •  $200 - $300k annual revenue •  $50k in regulatory expenses •  1 employee •  Renting office space COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 5
  • 6. TARGET GEOGRAPHIC REGIONS •  New England •  Massachusetts •  Rhode Island •  New Hampshire •  Southern Maine •  Florida •  Naples COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 6
  • 7. GENESIS AFFILIATE SUPPORT •  Client Service •  Fast Fund Survey/Financial DNA •  Client Portal https://www.grendelonline.com/ •  Portfolio Management •  Genesis Branded Funds •  Legaland Regulatory •  Marketing •  Brand Recognition •  Professional Website •  Internet Marketing •  Marketing Collateral •  Drip Marketing COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 7
  • 8. B2B INTERACTIVE •  Wordpress Platform •  Plugins •  Content Management System (CMS) •  Font Uploader •  Superfish Menu •  Contact Form 7 •  Captcha •  Google Directions •  Ultimate SEO •  Google Analytics •  Backup Buddy COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 8
  • 9. B2B WEBSITE MAP Template Key Linked In Client Login Facebook Homepage Twitter Home Clients Financial Section Page Advisors Affiliate Interior Page Why Genesis Program Employment Partnership Contact Us Blog Benefits Benefits Benefits Massachusetts Florida Contact Form Contact Form Forms Google Google Guidelines Guidelines Guidelines Directions Directions FAQ FAQ FAQ Important Privacy Terms Disclosure of Use Site Map Statement COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 9
  • 10. INTERNET MARKETING •  Constant Contact •  Buy list of Independent Financial Advisors •  Develop Email Campaign •  Build landing pages for campaign •  Unique Phone # http://public.ifbyphone.com/ •  Unique URL •  Manage Prospect Database COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 10
  • 11. DIRECT RESPONSE •  Direct Mail •  Develop Direct Mail Campaign •  Support Email Campaign •  Build landing pages for campaign •  Manage Prospect Database COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 11
  • 12. BRANDING •  Sales Collateral •  Create brand image and essence •  Sales leave behind •  Re-enforce key differentiators COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 12
  • 13. B2C STRATEGY CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 13
  • 14. BUSINESS OPPORTUNITY Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 14
  • 15. TARGET AUDIENCE PROFILES RETIRED PERSONS UPPER MIDDLE INCOME FIRST STAGE AFFLUENT • $1M in accumulated retirement • Dual-income professional family • Dual-income professional family saving and other investments + • $200k gross income + • $200k gross income + + • $100k to invest • $100k to invest • Kids past college phase • Kids past college phase • Focused on retirement • Focused on retirement • Minimal debt • Minimal debt LIFE STAGE EXAMPLES SOURCE: ACXIOM RETAIL BANKING CONSUMER DYNAMICS COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 15
  • 16. AFFLUENCE SUMMARIES Consumer needs and desires can be understood and even anticipated based on their life stages, but the financial strategies and tactics available to them vary according to their affluence level. Acxiom has identified 12 consumer segments which reflect this interconnected impact of both life stage and affluence on SOURCE: FORRESTER’S CONSUMER TECHNOGRAPHICS® BENCHMARK SURVEY WAS A SOURCE OF DESCRIPTIVE INFORMATION USED TO VALIDATE ACXIOM’S RETAIL consumer financial behavior. BANKING CUSTOMER SEGMENTS. COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 16
  • 17. BRANDING •  Unique Selling Proposition •  Trust •  Respect •  Does not talk up or down to customers •  Commitment •  Not fly-by-night •  Founded 1994 COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 17
  • 18. BRANDING •  Differentiation •  Customer Transparency •  Genesis Funds have lower fees than the Big Guys •  Fast Fund Survey/Financial DNA •  Custom Plans/Funds based on risk tolerance •  Financial Planners matched by personality profile •  Presentations in preferred communication style COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 18
  • 19. BRANDING •  Identity •  Logotype •  Stay away from traditional icons (pyramids, trees etc.) •  Need progressive, yet stable and solid symbol •  Color •  Current colors deep purple and dark blue •  Purple may have equity with current customers •  Need colors to support brand image •  Colors need to translate well in print and online COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 19
  • 20. BRAND IDENTITY •  Print •  Stationery System •  Letterhead •  #10 Envelope •  Business Cards •  Mailing Labels •  10 x12 Envelopes •  Folder •  Custom Financial Planner brochure COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 20
  • 21. BRAND IDENTITY •  Electronic •  Email Signature •  Letterhead •  PowerPoint Template •  Social Media Avatars COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 21
  • 22. B2C INTERACTIVE •  Wordpress Platform •  Plugins •  Content Management System (CMS) •  Financial Planner Zip Code Locator •  Grendel Links •  Font Uploader •  https://www.grendelonline.com •  Superfish Menu •  Client Portal •  Contact Form 7 •  Fast Fund Survey/Financial DNA •  Captcha •  Google Directions •  Ultimate SEO •  Google Analytics •  Backup Buddy COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 22
  • 23. B2C WEBSITE MAP Template Key Linked In Client Login Facebook Homepage Twitter Home Home Financial Section Page Advisors Investment Business Firm Profile Wealth Planning Financial DNA Blog Contact Us Interior Page Advising Consulting Investment Continuation Massachusetts Florida Tailored to Fit Personal College Savings Blog Objective Plans Contact Form Contact Form Investment Structured Google Google Forms Transparency Education Guidelines Buy-Sell Estate Planning Directions Directions Agreements Inter- Find an Advisor Find an Advisor Leadership Asset/Style Financial (Zip Code (Zip Code Team Estate Allocation Generational Planning Transfers Locator) Locator) Tax-Aware Advisor Advisor Testimonials Tax Investments Pensions Investing Page Page Advisor Advisor Manage Stock Page Page Retirement Options Profit-Sharing Legislation Advisor Advisor Page Page Select Elder Care Investment 401 (k) Markets Manager Consulting Advisor Advisor Page Page Performance Executive Monitoring Tax Planning Advisor Advisor Compensation Page Page Progress Advisor Advisor Reporting Integrated Plans Uncategorized Page Page Important Privacy Terms Disclosure of Use Site Map Statement COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 23
  • 24. SOCIAL MEDIA •  Blog/PR Plan Blog •  Collaborative contributions Networked Linked In Blogs •  Weekly Posts Home •  Linked In, Facebook, Twitter & Networked Blogs Facebook •  Individual LinkedIn pages •  Initial purpose to garner organic search ranking Twitter •  Build loyal base of fans and followers •  Provide relevant content •  Make referrals easy COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 24
  • 25. INTERNET MARKETING •  Google Adwords PPC (Pay per click) •  Target select geographic regions in New England •  Target select geographic regions in Florida •  Competitive Review and Analysis •  Develop keyword strategy •  Build landing pages for campaigns •  Benchmark Relevancy Score •  Monthly tracking and reporting COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 25
  • 26. INTERNET MARKETING •  Organic SEO (Search Engine Optimization) •  Organic — SEO (Search Engine Optimization) •  Keyword Research and Analysis •  Search Engine Placement Positioning •  Content Analysis and SEO Copywriting for all pages •  Link Analysis & Link Building •  Meta Tag Analysis & Implementation •  Image Tag Analysis & Implementation •  Text Link Analysis & Implementation •  Directory Analysis & Free Submissions •  Site Map Analysis & Implementation COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 26
  • 27. COMPETITIVE BRAND LANDSCAPE CURRENT SIZE FIRMS FUTURE SIZE FIRMS BRAND NAME FIRMS COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 27
  • 28. A WEALTH OF POSSIBLITIES CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 28
  • 29. WEALTH OF POSSIBILITIES | BRAND IDENTITY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 29
  • 30. WEBSITE | FINANCIAL ADVISOR HOME | SLIDE A COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 30
  • 31. WEBSITE | FINANCIAL ADVISOR HOME | SLIDE B COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 31
  • 32. WEBSITE | FINANCIAL ADVISOR HOME | SLIDE C COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 32
  • 33. WEBSITE|CLIENTS| HOME | SLIDE A COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 33
  • 34. WEBSITE|CLIENTS| HOME | SLIDE B COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 34
  • 35. WEBSITE|CLIENTS| HOME | SLIDE C COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 35
  • 36. WEBSITE | CLIENTS | SECTION TEMPLATE COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 36
  • 37. WEALTH OF POSSIBILITIES | STATIONERY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 37
  • 38. WEALTH OF POSSIBILITIES | COLLATERAL COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 38
  • 39. INVESTED IN YOUR FUTURE CREATIVE DIRECTION COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 39
  • 40. INVESTED IN YOUR FUTURE | BRAND IDENTITY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 40
  • 41. WEBSITE | FINANCIAL ADVISOR HOME COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 41
  • 42. WEBSITE | CLIENT | HOME | SLIDE A COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 42
  • 43. WEBSITE | CLIENT | HOME | SLIDE B COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 43
  • 44. WEBSITE | CLIENT | HOME | SLIDE C COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 44
  • 45. WEBSITE | CLIENTS | SECTION TEMPLATE COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 45
  • 46. INVESTED IN YOUR FUTURE | STATIONERY COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 46
  • 47. INVESTED IN YOUR FUTURE | COLLATERAL COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION. GENESIS CAPITAL ADVISORS, INC. | CREATIVE DIRECTION | 47
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