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Colorful Books


"Humans are 80% Emotional and 20% Rational

Making Human Emotion the Principal Currency of Today."

Branding is one of the most misunderstood words. Often people think it’s a company name or logo. It’s so much more than that. A powerful brand is engrained in your culture, business personality and all aspects of your business. It flows through everything you do and is communicated through your company name, logo, promises and brand personality. Your brand includes a compelling story. This story determines all your future communication.

Image by Maegan Martin

Our branding team understands the nuances of the financial world, compliance requirements and the science behind branding and marketing communication.


We help you build a brand that:

  • Attracts the right clients.

  • Builds trust and motivates people to do business with you.

  • Articulates the best of you and your business.

  • Helps your clients share your brand story and refer your business. 

  • Your advisory team will commit to. 

A great brand, implemented effectively, has a significant impact on your revenues and business success. 

Your Compelling Story

The first and most significant part of the brand development process is uncovering your compelling story. This story is a captivating summary about how and why you began your journey of helping clients. It’s not a story about business. It’s a story that has inspired your business. 


By determining why you do what you do, we uncover the passion and personality of your business to emotionally inspire and engage your ideal prospects to do business with you and stay loyal. Many wonderful "goodies" are developed and outlined in your brand guidelines document which becomes an important reference and the foundation for your brand.

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