EFP Group

EFP Group is the umbrella name for CPA firm Eldredge, Fox & Porretti, LLP; StoneBridge Business Partners; and EFP Wealth Advisors. The company's brand positioning was newly complete when they turned to us for brand marketing. Brand elements include innovative problem-solvers, quality people and processes, awesome service. Our charge was to bring those elements to life in a way that was unique to EFP Group and emotionally compelling—and to bring awareness to the firm's expanded level of services.

To learn more about EFP Group, visit their web site.

EFP Group Tagline & Logo

As we interviewed managers, professionals, and clients, it became clear that EFP's focus on client needs and how they related to the rest of the client's life was a differentiating factor. These were not CPAs who preferred the orderly company of numbers to people. The tagline: what counts. It gave us unlimited creative freedom to talk about what counts to clients, and how EFP Group understands what counts. The type treatment for EFP was pre-existing; we integrated it, "Group" and the tagline into a logo.

EFP Group Brand Identity—Stationery

The "what counts" tagline was used on all stationery package elements.

EFP Group Brand Identity—Proposal Cover

Graphic design conceived for the brochure was also repurposed for die-cut proposal covers.

EFP Group Corporate Brochure

The company's wide range of services was not well known to all of its clients. To encourage cross-selling, we incorporated all of the company's services in this elegant 16-page brochure, rather than creating separate sell sheets. "Whatever you dream, we dream" is the theme we used to illustrate EFP's commitment to "what counts." The brochure included testimonials from a number of EFP Group clients.

EFP Group Web Site

EFP Group's target audiences include businesses and organizations, individuals, and referring attorneys and other professionals. In keeping with the company's client-centered brand of "what counts," we designed the information architecture so that visitors could choose their own "audience" interface. Individuals were not required to slog through business-related discussions, and vice versa. Graphic "what counts" elements are woven throughout the site.

EFP Group Print Ad Campaign

We chose the Rochester Business Journal to launch the new EFP Group brand. In a series of ads, we told the stories of typical EFP Group clients: a business owner, a baby boomer hoping to retire young enough to enjoy it, a parent hoping to make it home in time for his son's game.

EFP Group Print Ad Campaign

We chose the Rochester Business Journal to launch the new EFP Group brand. In a series of ads, we told the stories of typical EFP Group clients: a business owner, a baby boomer hoping to retire young enough to enjoy it, a parent hoping to make it home in time for his son's game.

EFP Group Print Ad Campaign

We chose the Rochester Business Journal to launch the new EFP Group brand. In a series of ads, we told the stories of typical EFP Group clients: a business owner, a baby boomer hoping to retire young enough to enjoy it, a parent hoping to make it home in time for his son's game.

EFP Group Print Ad Campaign

We chose the Rochester Business Journal to launch the new EFP Group brand. In a series of ads, we told the stories of typical EFP Group clients: a business owner, a baby boomer hoping to retire young enough to enjoy it, a parent hoping to make it home in time for his son's game.

EFP Group Radio Campaign

Concurrent with the print campaign, we launched the new EFP Group brand with 60-second radio commercials on WHAM-AM and the Finger Lakes Radio News Network. Once again, we told the stories of typical EFP clients—people chasing their entrepreneurial dreams, people dreaming of retirement, people trying to balance work, family, life. Click on the image at left to hear the first spot.

EFP Group Radio Campaign, Spot #2

EFP Group Radio Campaign, Spot #3

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