We specialize in branding for financial advisors — and we understand the industry inside and out. You won’t need to educate us. What truly sets us apart is how we work: we listen intently, ask the right questions, and become an extension of your team. We don’t hand you templates — we create original, strategic content and visuals that reflect your unique value and connect with your ideal audience. Our process is collaborative, thoughtful, and rooted in helping you grow with clarity and confidence.

When it comes to branding, we don’t focus on the services you offer — we focus on you and your advisory team. Every business has a unique and original brand waiting to be uncovered, because every person — and every team — brings something different to the table. Like a person, your business has a personality, values, and a voice. That’s where your brand begins.

The best-case scenario for completing the Branding Program is 6 weeks to 3 months. That said, timelines can extend to 6 months or even up to a year if there are competing priorities within the advisory team that can’t be shifted. We work at a pace that suits you — but the more responsive and engaged you are, the faster we can bring your brand to life.

We do our best work with advisors who: Have a clear vision, want to grow, and are prepared to stand out in a meaningful way Believe in the power and impact of strong branding Treat us as a true extension of their team Are ready to engage and implement what’s needed Stay involved in the process while trusting us to handle the heavy lifting

We do our best TouchPoint work with clients who either start with the branding program or already have a strong, well-defined brand in place. Without that foundation, there’s little direction for creating meaningful, aligned TouchPoints — which is why many advisors find their marketing efforts fall flat. Building your brand first is a smart investment. Without it, you risk blending into a crowded marketplace instead of standing out.

The name MasterPoint was a natural fit for two key reasons. We help you discover and build a comprehensive brand that’s entirely unique to your business — so you can (1) grow with purpose and (2) focus on working with more of your ideal clients. When you grow with purpose, you’ve truly mastered your craft. When you focus on the right clients, you gain clarity — a sharpened message that keeps your communication aligned and on point. You’ve pinpointed your focus. That’s what we help you achieve. That’s MasterPoint.

Many of our advisor clients work with business owners who are also looking for branding support — and we're happy to help. While our specialty is financial services, most of what we do applies to any relationship-based business. We’ve also supported professionals and firms in a variety of industries, including: Accountants Real Estate Agents Mortgage Brokers Technology Firms If the business is built on trust, relationships, and expertise — our branding process fits.