CREATING ORIGINAL + COMPELLING BRANDS FOR FINANCIAL ADVISORS

The MasterPoint Branding Program

FREE "COMPELLING STORY EXERCISE" to build your brand.

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Once Upon a Time…

There was an advisor who began to seek a better way of doing business. They were exceptional at what they did. Nevertheless, whenever they attempted to communicate their expertise to potential clients, it mirrored the same message as all the other passionate advisors.

They tried multiple communication tactics like a website, brochures and social media to let the world know of their existence. They spent excessive amounts of time and energy in developing their vision of prosperity and success but over time, reality sunk in: their expectations of engaged clients gathering at their castle would not come true. The only outcome was a feeling of loss, frustration and despair...

What was it all for? Does this sound like your story?

Look no further to begin developing your unique brand and Compelling Story.

Branding is not about getting your prospect to select you over the competition. It is about getting your prospect to see you as the sole provider of a solution to their problem or need.

Are you exceptional at what you do but struggle to communicate your expertise to prospects?

Does your message sound the same as many other determined advisors?

The MasterPoint™ Program helps advisors create a compelling brand that works.

Take A Peak

Here is a brand "quick look" at some of our most recent brand launches. If you want to see more detailed branding work, head over to the Portfolios.

Everyone has a story. The challenge is uncovering it.

Branding has become essential to the success of today’s advisory businesses in Canada. In a fast-moving industry and a crowded marketplace, advisors are rethinking how to communicate their value—and stand out.

With so many choices available, advisors need a brand that clients and prospects feel connected to. Why? Because research shows that most consumer decisions are driven by emotion.

Building a brand on your own can be tough. That’s where we come in!

Branding isn’t about being the top choice. It’s about being the only choice.

It’s not just about standing out from the competition. It’s about helping your prospects see you as the go-to solution to their problem or need. And, if the prospect already has an advisor, it certainly helps to make sure you are the #1 second choice if the time comes where they decide to switch.

If you struggle to communicate your value or feel like your message sounds like every other advisor, you are not alone.

We’re here to help. Through the MasterPoint Branding Program, we work with you to uncover and build an original, compelling brand that’s uniquely yours—so you can attract more of your best-fit clients and grow your business with confidence.

Let’s get started. Book a call to tell us more about your business, explore how the process works, and see real examples of the brand transformations we’ve created.

Speak directly to the Brand Coach

We love what we do — and we love sharing it with others.

Many of our amazing clients have kindly given us permission to showcase the work we’ve created together.

As visual thinkers ourselves, we know how helpful it is to see real examples—especially if you’re still deciding what marketing materials to include after launching your brand.

Here's what we have been up to...