John and Debbie Hirtle, founders of Hirtle Callaghan & Co., spent 30 years creating one of the most successful and fiercely independent Registered Investment Advisory groups in the nation. They approached BILD to help them define a powerful brand that could help differentiate the company and position it for future strong growth within a largely commodified sector.
client
Hirtle Callaghan
industry
Financial Services
services
Brand Strategy, Executive Coaching, Board Coaching
BILD partners began by working closely with leadership to understand their vision for the future and to translate that vision into grounded principles and truths that would guide firm-wide decision-making. We then dove into in-depth interviews with a broad cross-section of the staff to better understand the day-to-day hurdles and opportunities involved with bringing those principles to life. The work resulted in not only a powerful new positioning and brand platform to guide long-term growth, but also in spurring an innovative new approach to their organizational structure that enabled the firm to commission the next generation of leaders to own that growth.