WealthPlan
Brand Strategy & Identity
A financial mentorship community led by Ryan Leslie.
The challenge
Founder Ryan Leslie had built a powerful virtual community as a mentor.
While the brand had a strong mission and engaged members, growth and visibility were constrained. Social media engagement was low, the right leads were difficult to attract, and the community itself had never been activated beyond the screen.
The approach
What was WealthPlan by Ryan Leslie was evolved into The WealthPlan Club, a living brand ecosystem that reflects its members.
We designed experiential community spaces anchored in the founder's mission to drive conversion through connection and content.
The story
Brand foundation was refined for a refreshed and expanded visual identity aligned with a premium finance club.
Brand positioning was clarified, ensuring strategic alignment between the founder’s voice and the community experience.
With strategy defined, we activated the community. We designed and produced immersive, member-centered experiences in key cities, transforming virtual relationships into real world connection.
Member stories, testimonials, and moments of connection became the creative backbone of a new marketing campaign. For the first time, members weren’t just part of the community, they became part of the story, and the brand was now represented through lived experiences and authentic social proof.
This rebrand set the foundation for a scalable, community-driven ecosystem.
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