Success Stories
- Transitioned the firm from Strategic Asset Management International to SAMI
- Established a clear, ownable brand platform to compete with top-tier consultancies
- Achieved strong internal adoption across a global team
- Clarified a differentiated market position rooted in implementation and lasting change
- Sustained brand relevance through a 2023 refresh anchored in the original essence
Strategic Asset Management International needed a more ownable, aligned brand to reflect its differentiated approach and compete at a higher level.
- Led the full Holland Helix® process to define brand strategy, positioning and messaging
- Guided the transition to SAMI as a more distinctive and scalable name
- Clarified a model focused on implementation and lasting change, not just recommendations
- Facilitated a multi-day internal launch retreat to drive deep adoption
- Revisited and refreshed the brand in 2023 while preserving the original core essence
“She’s as talented in her business line as we are in ours. With her help, we have found a deeper sense of identity, a modern look, consistent themes, and a simplified message. We surely couldn’t have conceived this alone. We are very pleased with our results, and the time frame in which we have been able to accomplish them. I would be surprised if you find anyone better.”
Brad Peterson
Founder, Strategic Asset Management International
Founder, Strategic Asset Management International
