BRANDING

Be Known. Stand Out.
become more than
just a name and a symbol.

In the financial services industry world, financial advisors recommend and sell similar, if not the same, products. Consumers also have access to a lot of the information a financial advisor, like you, has. In many ways, what separates you from your competitor today is your brand: who you are strongly influences your prospects and leads as much as, if not more, than what services you provide.

Most companies concentrate their branding efforts on your logo and tagline. However, branding is much more than a fancy logo. Every financial advisor has a unique set of factors, such as different needs and capabilities, competition, regional market, and company position. True branding takes everything into account to capture all of that.

Before you can compete at the highest level in the world of direct response and lead generation, it’s essential to uncover your Brand Essence. This should be simple, memorable, and at the epicenter of everything you do. It’s what you’re known for.

ESSENCE

Is your Brand irrefutable?

PERCEPTION

Why YOU versus all other options?

BREAK THROUGH

How does your brand stand out among all competitors?

BRAND CULTURE

Is your staff & the marketplace in lockstep with your brand essence?

Being able to feel secure in your answers to these questions is just the start of maximizing your branded marketing potential, but it’s a significant step. The reality is that most of your competitors don’t have a clear-cut Brand Essence. It’s a process to develop and a discipline to cultivate.

We’ll challenge ourselves to develop your airtight, unique, battle-tested brand. With your brand as a foundation to separate you from your competitors, we will take it to the next level and help you maximize its potential, whether it be as a valuable part of your website, inbound email marketing, social media advertising, or marketing collaterals. Your brand essence will be communicated in everything you do.