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 Stanford Financial Group (7 Roughs).


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Point of Difference: The Stanford Financial Group is a one-of-a-kind international group of family-owned, closely held banking, investment, and banking entities.  The Group serves the wealth-preservation needs of high net worth individuals and their families directly, or through financial planners and advisors.   

Benefit:  Unlike typical investment firms and brokerages, SFG is less concerned with short-term gains or losses in the market than with long-term growth, absolute returns on investment, and the preservation of capital.  Because it is closely-held and manages its own development projects, SFG can offer private investment opportunities unavailable from publicly scrutinized brokerages and banks.

Resistance: Although SFG is well-known to its 37,000 clients, it maintains a low public profile and relies largely on referrals to acquire new clients.  There may be hundreds of thousands of prospects who do not readily perceive the difference between SFG and its larger, better known, and more transparent competitors.  

A succinct image & mission campaign inside its own publications or in appropriate media could help establish an emotional connection between the families of SFG and its prospects.

©2003 Peter A. Burkhard