TOUCHPOINTS

Just as you advise your clients to focus on their overall financial plan rather than individual products, we take a big-picture approach to marketing — starting with your brand.

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Before creating individual marketing TouchPoints, we focus on building a strong brand foundation. TouchPoints come second.​ 

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We strongly recommend establishing your brand before moving forward with marketing — without a clear brand foundation, materials often lack impact and consistency.

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That said, many advisors come to us with an established brand already in place and are simply looking for help executing their TouchPoints. In those cases, we’re happy to support their strategy directly.
 

What is A TouchPoint?

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TouchPoints refer to any interaction between your business and your clients, prospects, or audience. They include sensory elements — visual cues, tactile experiences, sounds, even scents — that help the brain process and retain information.

 

Your TouchPoints are where your brand comes to life. Each one reflects your corporate identity and reinforces your compelling story. The language used is purposeful, crafted to resonate with your ideal client and create a lasting impression.

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TouchPoint Strategy

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Whether you already have a brand in place or you’ve developed your unique brand through the MasterPoint Branding Program, the next step is to build a TouchPoint Strategy based on your budget and timeline. This strategy helps you map out a clear path to success, track your results, and—most importantly—maintain a consistent and cohesive brand message.

 

The MasterPoint team will support you every step of the way, designing and creating content that aligns with your brand guidelines document.​​

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We develop your content for you — so there’s no need to provide a draft. This often comes as a relief to advisors, allowing them to stay focused on what they do best.
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TouchPoints fall into 4 categories:

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• First Impressions

• Digital Marketing Experience

• Visibility & Relevancy Strategies

• Client Focused Connections

 

TouchPoints include design as well as content creation. Examples of TouchPoints include:

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• Signage, Banners

• Client Experience Process

• Stationery

• Team Bio Page

• Presentation Folder

• PowerPoint Design

• Websites Design & Content

• Campaigns

• Zoom & Desktop backgrounds

• Videos - Corporate and Education

• Social Media Strategy​

• Client Cards - birthday, special holidays, announcements

          ...to name a few.

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TouchPoints are quoted separately after branding.  

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Compliance

 

Each dealer has specific brand styles and guidelines and many advisors find the brand compliance process tedious. Our team works with compliance and works within your dealer's guidelines. We communicate directly with your dealer's marketing department, if they allow it, so you don't have to. In other words, you can consider us part of your team - your branding and marketing department.