Fishman, Block + Diamond is an independent full-service accounting and advisory firm specializing in real estate, multi-generational wealth transfer planning, family offices, and business management services for high-net-worth clients. They are dedicated to helping their clients flourish and their employees shine.

Services: Strategic Positioning, Brand Identity, Brand Guide, Website Development, Video Production

Challenge: This was an over forty-year-old legacy firm in need of brand refresh. In the competitive sea of accounting firms, we were to reposition FB+D as the premier choice based upon their high-net worth client expertise, high-level technology and security, ability to build longstanding trusted generational relationships. Secondary objectives were to enhance recruitment efforts and run their active e-marketing campaign.

Solution: We performed a detailed analysis of their brand and competitive marketplace and performed a web analysis with recommended steps for improvement including interviews with clients and staff, a strategic positioning plan for a rebrand, new style guide and identity, updated website content and design and a series of emotive videos keying in on their feelings about their areas of differentiation. We created a tagline, “Crafting Strategies. Creating Legacies.” to highlight their strategic advisement and generational wealth client services.” We also added a robust career section to their website.

Results: Fishman, Block + Diamond’s brand redevelopment and new positioning placed a spotlight on their firm. They have been recognized as one of top 200 national public accounting firms in the nation by Inside Public Accounting and as one of the top business and advisory by the Los Angeles Times. They are considered one of the best places to work in Los Angeles County.