Connecting Brands + people
Create the right strategy, messages and resources to engage your clients, prospects, and COIs.
Great financial service brands improve the lives of others in some way - large or small.
Why does your firm exist? What is your firm's purpose? Why should prospects care?
Do you see your clients, prospects and COIs as a set of ones and zeros, or as a person?
Lasting client-advisor relationships all share something in common and they happen in an instant.
Marketing is about values.- Steve Jobs
To have unconventional success, you can’t be guided by conventional wisdom.- David Swenson
The two most important days in your life are the day you are born, and the day you find out why.- Mark Twain
Too many modern companies have replaced a person with a number and mistakenly called that number a customer.- Simon Sinek
Tell me and I forget. Teach me and I remember. Involve me and I learn.- Benjamin Franklin
Marketing is like dating, it’s a way to build a relationship with someone. Like any strong relationship, when done well, it takes time.- Simon Sinek
What comes up when you Google your firm? Find out how your firm appears to clients and prospects in top business listing directories.
We aspire to work with independent wealth management brands that believe they can make a difference in the world by helping others.