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 go independent because you didn’t like the formulaic and monolithic approach the large wirehouses have when it comes to client services and investing options. 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 insights to drive our brand ideation and implementation.

Advisor Brand Approach

1. Investigation

We start with a 1 hour discovery call where we learn about your background, your process, your ideal clients, and your vision for the type of experience you want clients to have.

2. Ideation

We take the information you provide and in about 1 to 2 weeks put together a brand proposal with your new positioning and key messages that serve as proof points for your brand.

3. Presentation

We present your new brand positioning along with key messages. We also explain the thinking that went into formulating your brand. If needed, we’ll modify messaging based on your feedback.

4. Implementation

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

Advisor Brand Services

Brand Strategy & Messaging begins at $2500 which includes a 1 hour discovery call, a 1 hour brand positioning presentation, and 2 rounds of revisions.

Brand Strategy & Messaging

This is the first and most important step in your new brand’s development. Here we’ll interview you and other key members to learn what you’re all about, then create a presentation with a brand positioning and key messages that will define your brand moving forward.

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, 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.