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Writer's pictureLindsey Pattee

Core Income's New Brand Identity: A Journey to Meaningful Transformation

Updated: Aug 12

When I stepped foot into Core Income’s doors about 6 months ago, I was inspired by the amazing company Dan Slater, Tim Foley, and the team have built over the past 12 years… with little emphasis on Marketing. Read below about Core Income's New Brand Identity.


Understanding the Need for a Rebrand

My first 2-3 months were spent learning the industry (including competitors), understanding our gaps in storytelling, gathering outside perspective from the Advisors we serve, and having honest conversations with our internal team at Core Income. Through the journey, our objectives were to:

  1. Enhance visibility & recognition, along with consistency of tone, visuals, etc.

  2. Refresh Core’s brand image and perception to align with who we are, what we want to stand for, and where we are going.

  3. Identify gaps in competitiveness to ensure Core Income stands out.


Our Competitive Edge

We uncovered several key differentiators:

  • Actuarial Expertise: We are the only Insurance Brokerage/FMO/IMO with a team of actuaries. Yes, you read that right. A Team of Actuaries.

  • Unique Color Palette: Our refined use of orange helps us stand out in a sea of blue and green.

The Role of Color

Orange is in the DNA of Core Income. While maintaining its essence, we introduced complementary colors to bring sophistication to our brand.


NEW Color Palette:

New Core Income Color Palette

The Logo: More Than Just an Icon

Before discussing Core Income’s logo, here’s a little story… My husband, Bryan Pattee, was launching an RIA with a business partner and asked me, “Can you build us a logo?” I humbly replied, “I don’t build logos, I help build brands with meaning.”


New Logo Elements:

  1. Shield: Represents safeguarding and reliability.

  2. Hexagon: Symbolizes stability and precision.

  3. Starburst: Reflects clarity, direction, and vision.

  4. Nautical Compass: Signifies our North Star and unwavering vision.

  5. Mathematical Precision: Showcases our commitment to credible, straightforward solutions.


Without further ado, we present to you our newly designed brand with meaning! Special thanks to Bill Combs from Gradient Financial Group for encapsulating our story.

Core Income Advisors Logo Anatomy & Spacing
Round Core Income Logo

Transforming Our Content and Office

You may see different formats and iterations of the brand. My personal favorite looks amazing on a hat (shhh, it’s a secret).



 



Core Income Mockups

Revamping the Website

We discussed the importance of having a clear and concise website that communicates our story effectively. Our thorough website audit revealed:

  • Misconception as a “Math tutoring site for high school kids.”

  • Emotions felt: Bold, Cold, and Confusing.

  • Descriptors: Orange, Bland, and not sure what to do next.

Our new website addresses these issues, providing clarity on who we are, what we do, and our offerings. Check out our new site coreincome.com.


Conclusion

What do you think? Has Core Income achieved a refreshed brand image? We believe we have!


Stay tuned for next week’s blog write-up on our Internal Rebrand Campaign Launch – Step Forward, Step Together: Our New Day 1. You’ll read about why & how Core by Nike Air Force One’s came to be.


Curious about how we can help Advisors refine their brand narrative? Email us to learn more - marketing@coreincome.com.


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From the Desk of Lindsey Pattee / Head of Marketing at Core Income


At Core Income, a dedicated FMO, IMO, or insurance brokerages dedicated to serving Advisors, their staff and their clients.


Our mission is to help advisors deliver financial certainty by supporting them through Actuarial Risk Management, Elite Responsiveness, and Collaborative Partnerships.


Contact Us: For more information or to schedule a consultation, visit our website at Core Income or call us at 800.541.7713.


Stay connected with us on social media for more tips and insights on how we help advisors deliver financial certainty: Facebook | LinkedIn

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