The MB Financial Group (MBFG) journey began with a profound realisation – that their purpose extends far beyond financial transactions. The catalyst for their inception occurred during the 2007 Global Financial Crisis when the founder embarked on a business admin traineeship in the financial planning industry through Apprenticeships Queensland. Witnessing individuals, on the brink of retirement, reduced to tears after losing everything sparked a transformative moment.
In March 2014, Marybeth founded MB Financial Group, driven by a commitment to not only help people in the short term but also to empower them to achieve lasting financial freedom. Over the years, they have expanded their services to encompass Financial Planning, Finance, Tax & Accounting, Bookkeeping, and Property Management.
In that time they have become the ‘go-to’ team for all things finance on the Sunshine Coast.
Choosing the right product for MBFG
The team at MBFG, believe in making every client experience valuable. They wanted to celebrate the successes of their clients and express their gratitude for trusting them with their financial journey. To express that gratitude REP Merch and MB Financial Group decided to incorporate thoughtful and practical gifts into their client engagement strategy.
“We are all about making every experience valuable, and what better way to celebrate clients’ successes than with some thoughtful gifts from the ones who helped them reach their goals.”
Through careful consultation and crafting REP Merch was able to assist in selecting unique gifts that neatly fit with the specific services that their clients experienced.
Delivery and presentation
From a marketing perspective, the branded products serve as a powerful tool, reinforcing brand presence and creating a positive association with MBFG. Beyond marketing, we take pride in the fact that these gifts are not just tokens but practical items that their clients can incorporate into their daily lives. The products are thoughtfully given on an individual basis.
The team at MBFG had this to say:
“We ensured that each gift was practical in their own unique way and to the service they experienced with us.”
Customer Feedback
The response from MBFG has been overwhelmingly positive. They appreciate the thoughtful and personalised nature of the gifts, viewing them as a tangible representation of the value they place on the relationships with their clients.
“Obviously it is great from a marketing point of view, however we also love the fact that we have given something physical and practical that they [our client] can use everyday! It sparks questions from friends and family while looking slick and stylish.”
At REP Merch, we view client relationships as partnerships, and our commitment goes beyond ‘just’ transactional. We seek to incorporate branded products into our client’s engagement strategy. Need some ideas – REP Merch can help.
Contact Us below.