Launch a Meaningful Brand in 30 Days
Powered by AI and backed by a team of growth experts, Advisor Brand Builder is the end-to-end brand creation and amplification tool enabling financial services firms to establish their unique identity, expand their digital presence, and ensure their message reaches the right audience.
See What Happens When Extensive Expertise Meets AI
I wanted to cry after the first round of reading-it’s like the team took the words straight from my heart. Thank you so much for listening to me so carefully and ‘getting’ me. I can’t tell you how much it means.”
Anna Rathbun
Founder and CEO, Grenadilla Advisory
Advisor Brand Builder is the simplest, fastest, and more inexpensive way to build a professional, high-impact brand identity and brand story for:
Breakaway Advisors
Looking to create a strong brand foundation for their business.
Fast-Evolving Firms
Looking to capitalize on the momentum of their growth and innovation through impactful, high-quality, and fully aligned brand visuals and messaging.
Acquiring Enterprises
Seeking a scalable solution to quickly and effectively rebrand newly acquired advisor businesses with support from a trusted team of experts.
Strong Brands See 20% More Revenue Growth
Build a Powerful Brand Identity In Days, Not Months
Our interactive platform helps you create a brand backed by the expertise of advisor brand-building pros for a fraction of the typical cost and time, including:
The Face of Your Firm:
A Unique Visual Brand
Our talented team generates three style boards that reflect your creative preferences, including:
- Personalized logo elements
- Balanced and functional color palettes
- Typography and font selections
- Brand icons and patterns
- Stock photography reflecting your target audience
Compelling Messaging
The Voice of Your Firm
Crisp, custom company messaging that can be applied across a range of marketing assets—your website, social media profiles, firm brochures, and more—which includes:
- Boilerplate & positioning statements
- Firm bios
- Unique value proposition
- Key differentiators
- Who you serve/Services you offer
- Website copy
Ready-to-Use Assets
Showcase Your Firm’s Value
Launch your brand with confidence with a range of matching brand assets all generated with a click of a button, including:
- Professional business cards
- Custom email signature
- PowerPoint template
- Social media profile graphics
- And more
Professional Guidance to Support Your Experience
We’ve built, refined, and iterated upon some of the most well-known brands in financial services, and we’re here to do the same for you. From making sure your brand story stands out to selecting the perfect style board, we’ll help you make the most of your Advisor Brand Builder experience.
How It Works
An AI-Accelerated Experience Guided by an Expert Brand Consultant
We blend the power of AI with the experience of human brand strategists to create a unique and efficient branding process:
01
Questionnaire and Discovery Call With Your Brand Consultant
To get started, we’ll set up a call to talk about your firm’s unique story and give you access to complete the self-guided brand discovery questionnaire.
02
Select Your Brand Style
Based on your questionnaire responses, our brand design team develops three custom style boards. After you select your favorite, we’ll refine the elements so you love everything you see.
03
Refine Your Brand Identity with Our Team of Experts
After you submit your questionnaire, our team of branding experts will step in to give your messaging and visual logo a human touch. You’ll have two rounds of revisions and feedback to ensure you love the final product.
04
Finalize and Apply Your New Brand
When you approve the final versions of your brand messaging, website copy, and visual logo, we’ll incorporate these brand elements into a final package of branded assets that you can access and download anytime.
05
Amplify the Impact of Your Brand
With the foundation built, you can use the platform to map your new brand to key assets that showcase your firm’s look, feel, and value proposition, including paint colors for your office, event signage, a website mockup, social calendar, and more.
Build Your Brand without the Hefty Price Tag
Whether you’re looking to build or enhance your brand and messaging for your breakaway or growing advisory business, or seeking a home office solution to make brand development more efficient across your entire firm, we’ve got you covered.
| Individual | Enterprise |
| $10,000 | Contact for Pricing |
| Custom, AI-powered platform with owner permissions to see the brand creation | Our AI-powered rebranding process with our signature consultative support |