Home Financial Advisor How These Advisor Model Tales Got here to Life

How These Advisor Model Tales Got here to Life

How These Advisor Model Tales Got here to Life


Constructing a profitable model is not any small feat. If you take a look at iconic manufacturers which have captured hearts, minds, and client loyalty over time, what you don’t see is the lengthy listing of artistic and strategic choices that went into telling their compelling model tales. One of the best manufacturers on the market make it look simple—however any advertising specialist will let you know that model growth is a fantastic artwork that requires a deep dive into who you’re, what you provide, and why you’re completely different.

This train may be powerful for entrepreneurial corporations to drag off with out assist. Whereas they know their enterprise in and out, bringing this information to life in knowledgeable, scalable model takes cautious planning and execution.

Right here, we discover how two affiliated corporations introduced their one-of-a-kind model tales to life in partnership with Commonwealth’s Advisor Advertising and marketing staff.

Soar Wealth Methods Embraces Independence—and a New Model

Earlier than they had been Soar Wealth Methods, they had been Brent Connelly and Jon Schuetz, CFP®, AAMS®—newly impartial and filled with concepts for rising their enterprise. Coming from a captive atmosphere, Connelly and Schuetz had large goals of tailoring their enterprise to mirror their area of interest experience, shopper dedication, and Midwestern sensibilities.

“It was a little bit bit distinctive, coming from a unique dealer/supplier with a nationwide model, however Jon and I knew from the start that with a view to stand out within the impartial house, we needed to ensure that there was one thing completely different about our model,” defined Connelly.

A guiding imaginative and prescient. Connelly and Schuetz started brainstorming the best way to inform their model story. Placing their heads collectively, they discovered instantaneous alignment in branding parts that emphasised positivity, chance, and patriotism. “We got here up with this imaginative and prescient of an eagle,” Connelly stated, “after which we thought, ‘What’s a reputation we will use round an eagle?’”

“We searched on-line and located this quote that 1708693952 hangs in our outer workplace,” Schuetz continued, reciting it by coronary heart. “All birds discover shelter throughout rain. However eagle avoids rain by flying above the clouds. Issues are widespread, however perspective makes the distinction.”

It was their aha second. The picture of an eagle hovering above all of it and fixing issues immediately resonated with Connelly and Schuetz—they considered their enterprise as a spot purchasers can flip to for steering and a relaxed, strategic perspective.

Refining the imaginative and prescient with artistic enter. By the point Connelly and Schuetz linked with Commonwealth’s Advisor Advertising and marketing staff, that they had a powerful sense of the place they needed to move with their new model. However they wanted assist refining their imaginative and prescient and bringing it to life. “It was enjoyable to brainstorm collectively, however we clearly knew that this wasn’t our space of experience,” Connelly defined.


“We threw loads of concepts at them,” he continued, describing their first assembly with Advisor Advertising and marketing. “However they by no means shot us down. They by no means stated, ‘No, that’s not excellent.’ They had been excellent at letting us discover what was in our minds, after which they took that and actually helped us slender our focus.”

“What we settled on is ideal,” stated Schuetz, referring to their glossy, subtle emblem design. “They actually took into consideration the form of the eagle, the colour of the eagle,” stated Connelly. The brand new emblem units the correct tone for Schuetz and Connelly’s private type and likewise appeals to a broad viewers.

A agency—and versatile—basis. Selecting a model expression that might be amenable to future adjustments was key for Schuetz, Connelly, and the Advisor Advertising and marketing staff. “There’s all the time a view in the direction of what may be subsequent as we construct this model,” stated Schuetz. One model touchpoint Soar is very enthusiastic about is their new podcast, Monetary Flight Academy, a platform for tales about individuals who have overcome adversity or taken a leap of religion.

For 2 advisors who’ve navigated a profitable transition into the impartial house, it appears that evidently Schuetz and Connelly know a factor or two about leaps of religion—and the best way to information and encourage purchasers to take strategic leaps of their very own, too.

Component Monetary Group Grows Up—and Launches a Daring New Model

Not like Soar Wealth Methods, Component Monetary Group had a longstanding model—one they preferred fairly a bit. It was a model that cofounders Alex Levi, AIF®, and JoanAnn Natola, AIF®, curated in 2006 when Component was nonetheless in its infancy. “We did it ourselves, so it was our child,” Levi defined.

Rather a lot has modified since then. “We’ve constructed a really robust enterprise,” Levi stated. “We grew up, and our agency grew up and matured . . . and we needed our web site to mirror that,” Natola continued.

A modest purpose for a longtime model. The itch to evolve the model began off small, with “refresh” being the phrase Levi and Natola used to explain their purpose. They needed to alter the photographs and tweak the language, however the goal was to brush issues up whereas retaining the model bones in place. Once they linked with Advisor Advertising and marketing, their expectations had been categorically modest.

“We had an exquisite dialog with the entire [Advisor Marketing] staff,” Levi stated. “They did a extremely nice obtain of who we’re and what our enterprise is. Once more, the entire time, we’re considering ‘Refresh, refresh.’”

Activating the model’s full potential. However when Levi and Natola regrouped with the staff for his or her first undertaking checkpoint, they acquired greater than swapped-out imagery and lightweight copyedits to evaluate. After such an in depth kickoff assembly, the Advisor Advertising and marketing staff acknowledged the distinctiveness of Component’s type—a fragile stability of experience, empathy, professionalism, and personability—and noticed {that a} refresh would promote them quick.

Introduced with a up to date new emblem, vibrant coloration palette, and a heat, inviting voice, Levi and Natola had been surprised to see the center and soul of their enterprise mirrored again to them in a brand new model. Right away, their refresh-only mindset was out the window. The Component model was filled with potential, and so they had been going to grab it.


“The primary reveal was stunning to JoanAnn and I. In that instantaneous, we realized it was extra reflective of who we had turn into,” Levi recalled. “Welcoming, open, direct, recent—we needed that reflection of who we’re that additionally mirrored the enterprise now we have.”

The model’s new look was edgy but approachable. It expressed what Levi and Natola had lengthy felt about their roles in a male-dominated business that may generally be creatively one-dimensional. They had been doing issues otherwise in each their enterprise and their model, bringing a intentionally private contact to their work. Over years of apply, there was no query that cash is an emotional topic for many individuals. And that’s okay.

“You come to an advisor to speak about probably the most private issues in your life . . . for us, you may’t tiptoe round these conversations. Let’s get private, dive proper in,” Levi stated, referring to core model language that advanced via collaborative conversations with Advisor Advertising and marketing.

Placing the model into motion—and into the world. Like Soar, Component began constructing a complete ecosystem of branded touchpoints as soon as their model was in place. “Wealth advisory agreements and new shopper onboarding kits had been instantly branded. We name it ‘Elementized,’” stated Natola. “Every part from the signatures on our electronic mail, each academic deck that we create for retirement companies purchasers—100% Elementized. Any bill, any motion gadgets, any communication that goes out . . . all the time has our Component Monetary Group emblem, and it’s typically speckled with another part of our model.”

Levi and Natola are proud stewards of their new model and are excited by the constructive suggestions from purchasers, prospects, and recruits. The “let’s get private” tackle advising feels good as a result of it’s a model slogan that comes from an authentically Component method.

Serving to Advisors Inform Their Model Tales

As these two advisor corporations will attest, investing in your model to make sure that it represents who you’re, whom you serve, and the way you serve them is usually a rewarding expertise with priceless outcomes. When you’re able to go down a brand-building path, don’t go it alone. Similar to your purchasers flip to you for monetary planning experience, it’s possible you’ll profit from partaking the companies of a model growth specialist.

At Commonwealth, our Advisor Advertising and marketing professionals companion with new and present advisor corporations to not solely do the hands-on work of crafting logos, sprucing messaging, and constructing web sites but in addition mentor each advisor on being a strategic model steward that evokes confidence in present and potential purchasers.

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