Creating Original + Compelling Brands for Financial Advisors


Delivered by the Personal Coach

Scroll Down

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.

  • Facebook
  • Twitter