Elevate your profile through thoughtful
BRAND DEVELOPMENT
Design a brand to reflect your goals through a consultative, step-by-step brand development process.
Enhance your image. Master your message. Solidify your position.
Clarity & consistency wins business.
If you don’t know what makes you unique, your ideal clients don’t either. A confused client will always result in a missed business opportunity. And lack of a professional brand will result in a lack of client confidence in your abilities.
Your brand is the foundation for your success. Don’t let mixed messages or half-integrated designs create the wrong impression.
Brand Solutions
From independent financial advisors to the organizations that serve them, we provide the brand consulting and designs necessary to get seen, get heard and get hired by your ideal clients.
Through our brand development process, we provide the knowledgeable guidance to define and develop your unique brand story so you can:
- Spark interest with ideal prospects
- Create a streamlined and valuable sales process
- Define unique competitive advantages
- Communicate concisely and effectively
- Establish trust through consistency
- Become memorable through repetition
Brand design packages offered by AdvisorPR may include:
- Brand evaluation & consultation
- Custom logo design
- Brand standards guide creation
- Print & digital identity material creation
Have a successful visual brand already established?
Support your unique story with our marketing material solutions.
Navigate your brand transition with ease
Perhaps your current brand is geographically limiting or tied to a partner’s name no longer with the company. Or phrases like “senior” or “retirement” no longer carry the same relevance they once did for connecting with your target audience. Brand evolutions and rebrands are extremely common for financial professionals today.
- Breakaway advisors going independent
- New location, broker-dealer or RIA change
- Change in ownership / new or exiting partner(s)
- Change in target audience or service offerings
- Needing to refresh and refine your current brand to create a professional impression for today’s design and technology standards
How It Works
DISCUSS YOUR NEEDS TO DEVELOP SERVICE PACKAGE
WORK WITH A KNOWLEDGEABLE CONSULTANT
PROVIDE FEEDBACK ON YOUR DELIVERABLES
What your peers are saying…
With more than 15 years of experience, join the many leaders of the financial industry who trust AdvisorPR.
“Alana Kohl of AdvisorPR has become a trusted PR advisor to the National Ethics Bureau. Over the last several years, she has helped NEB raise its national media profile. She also was the driving force behind our co-branded Member Media Campaign service, helping to design, promote, and launch the offering.
In my dealings with Alana, I have found her to be the consummate PR professional: creative, media-savvy and full of insight. Not only does she know her field, she is a charming and engaging person to work with. In short, in the several years I’ve worked with Alana, I’ve been highly impressed with her capabilities, insights and deep knowledge of the financial services industry. I can’t recommend her highly enough.”
“AdvisorPR helped us get a new part of our business up and running. Through their efforts, we established instant credibility with prospective clients, shortened our sales cycle and added $2.5 million in increased sales as a result.”
"With the brand consulting help of AdvisorPR, I recently held a two-night seminar series and pulled 20 out of 32 total buying units into a first appointment. The information and messaging assistance for communicating my brand value they provided were definitely a part of that success."
“I highly recommend AdvisorPR; their experience and understanding of the financial services industry were a huge plus. We receive so many compliments on our website and marketing materials. It is truly rewarding when so much time and effort was put into making it a success. I am grateful for the quality of work but also the expertise.”
How Magnetic Is Your Brand?
Download this advisor guide for the four steps to conduct a brand audit of your advisory firm.
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