Our Services

The Building Blocks for Your Brand

No two clients are the same, and no two advisors are the same either. You chose to be independent in order to provide clients with more personalized service and the best possible solutions – a stark contrast to the formulaic approach found at the large wirehouses. Advisor Brand Partners has this same independent spirit and approach when it comes to building your brand. We start by learning what defines and differentiates your advisory, then we use these unique insights to drive our brand ideation and implementation.

Advisor Brand Approach

1. Investigation

We start with a one hour discovery call where we learn about your background, your process, your ideal clients, and your vision for the type of experience you want your clients to have.

2. Ideation

We use the information and insights you provide to develop a brand proposal with your new positioning along with key messages that serve as proof points for your brand.

3. Presentation

We present your new brand positioning and key messages. We also explain the strategic thinking behind your new brand. If needed, we’ll make changes based on your feedback.

4. Implementation

We’ll help you determine the best way to get your new brand messaging out to both current and prospective clients, from website updates, to social media posts, to blogs posts and more.

Advisor Brand Services

Brand Strategy & Messaging begins at $2500 which includes an introductory discovery call, new brand development, brand proposal presentation, and two rounds of revisions.

Brand Strategy & Messaging

This is the first and most important step in your new brand’s development. We start by interviewing you and your team to learn your capabilities, core beliefs, and culture. Then we’ll create your new brand positioning with key messaging that defines your brand moving forward. We’ll present our brand proposal to you and we’ll incorporate your feedback.

Website Rebrand

Your website is the best place to showcase your new brand. We can either do a simple update of your current website with your new brand positioning and key messaging optimized for SEO, or we can totally redesign your website to give it a fresh new look and user experience to go along with your new messaging.

Social Media

Social media is a fast, cost-effective way to get your message out. We can provide social posts to promote your new brand for LinkedIn, Facebook, Instagram, X, TikTok and more.

Blog Posts

We can help you come up with educational posts to share with current and prospective clients that pay off your brand promise and help drive engagement.

Email Newsletter

Ongoing engagement is an important part of building both your brand and your client relationships. We’ll help you create content to share with clients to keep them informed and inspired.