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Image by Joanna Kosinska


 We take the same approach as you do with your clients - a strategic one. 

Just as you advise your clients to look at their whole plan rather than individual products, we focus on building your brand before creating individual marketing TouchPoints. TouchPoints are the second step. That is why we have only talked about Branding up until this point. We strongly recommend going through the MasterPoint Branding Program first before moving forward with your TouchPoint Strategy.


At the same time, many advisors only require help with TouchPoints as they already have a unique brand in place. 

What is A TouchPoint?

TouchPoints refer to any points of contact between your clients, prospects, and your business. They encompass sensory experiences such as visual cues, tactile interactions, scents, and sounds, aiding the brain in processing information.


Your TouchPoints bring your brand to life and your corporate identity is always included in each one. The verbiage used aligns with your compelling story and should speak directly to your Ideal Client Profile. 



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

TouchPoint Strategy

Whether you already have a brand in place or you develop your unique brand with the MasterPoint Branding team, the next step is to develop a TouchPoint Strategy list based on your budget and timeline. This helps you plan your path to success, measure your results and most of all, maintain a consistent brand message. Our MasterPoint team will help you design and create content based on your brand guidelines document.


TouchPoints fall into 4 categories:

  • First Impressions

  • Digital Marketing Experience

  • Visibility & Relevancy Strategies

  • Client Focused Connections


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

  • Stationery

  • Presentation Folder

  • PowerPoint Design

  • Websites Design & Content

  • E-Campaigns

  • Videos - Corporate and Education

  • Social Media Strategy & Management

  • Signage, Banners

  • Client Experience Process

  • Client Reports

  • Client Cards - birthday, special holidays, announcements

 name a few.

TouchPoints are quoted separately after the MasterPoint Branding Program. 

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