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. Whenever 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 record of artistic and strategic choices that went into telling their compelling model tales. The very best manufacturers on the market make it look simple—however any advertising specialist will inform you that model growth is a positive artwork that requires a deep dive into who you’re, what you supply, and why you’re completely different.

This train may be robust for entrepreneurial companies to tug off with out help. Whereas they know their enterprise in and out, bringing this data to life in knowledgeable, scalable model takes cautious planning and execution.

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

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 stuffed with concepts for rising their enterprise. Coming from a captive surroundings, Connelly and Schuetz had massive goals of tailoring their enterprise to replicate their area of interest experience, shopper dedication, and Midwestern sensibilities.

“It was a bit bit distinctive, coming from a special dealer/vendor with a nationwide model, however Jon and I knew from the start that as a way to stand out within the impartial area, we wished to be sure that there was one thing completely different about our model,” defined Connelly.

A guiding imaginative and prescient. Connelly and Schuetz started brainstorming the right way to inform their model story. Placing their heads collectively, they discovered immediate 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 1702745100 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 frequent, however angle 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 peaceful, strategic perspective.


Refining the imaginative and prescient with artistic enter. By the point Connelly and Schuetz linked with Commonwealth’s Advisor Advertising workforce, that they had a powerful sense of the place they wished to go 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 plenty of concepts at them,” he continued, describing their first assembly with Advisor Advertising. “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 brand design. “They actually took into consideration the form of the eagle, the colour of the eagle,” stated Connelly. The brand new brand units the fitting tone for Schuetz and Connelly’s private model and in addition appeals to a broad viewers.

A agency—and versatile—basis. Selecting a model expression that will be amenable to future adjustments was key for Schuetz, Connelly, and the Advisor Advertising workforce. “There may be at all times a view in 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 area, evidently Schuetz and Connelly know a factor or two about leaps of religion—and the right way to information and encourage purchasers to take strategic leaps of their very own, too.

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

Not like Soar Wealth Methods, Factor Monetary Group had a longstanding model—one they favored fairly a bit. It was a model that cofounders Alex Levi, AIF®, and JoanAnn Natola, AIF®, curated in 2006 when Factor 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 wished our web site to replicate 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 wished to vary the photographs and tweak the language, however the goal was to brush issues up whereas preserving the model bones in place. After they linked with Advisor Advertising, their expectations had been categorically modest.

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

Activating the model’s full potential. However when Levi and Natola regrouped with the workforce for his or her first venture checkpoint, they acquired greater than swapped-out imagery and lightweight copyedits to evaluate. After such an in depth kickoff assembly, the Advisor Advertising workforce acknowledged the distinctiveness of Factor’s model—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 brand, vibrant colour 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. Instantly, their refresh-only mindset was out the window. The Factor model was stuffed with potential, they usually had been going to grab it.


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

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 trade that may generally be creatively one-dimensional. They had been doing issues in another way 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 developed by way of collaborative conversations with Advisor Advertising.

Placing the model into motion—and into the world. Like Soar, Factor 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. “All the pieces from the signatures on our e-mail, each instructional deck that we create for retirement providers purchasers—100% Elementized. Any bill, any motion gadgets, any communication that goes out . . . at all times has our Factor Monetary Group brand, and it’s typically speckled with another element of our model.”

Levi and Natola are proud stewards of their new model and are excited by the optimistic 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 Factor strategy.

Serving to Advisors Inform Their Model Tales

As these two advisor companies will attest, investing in your model to make sure that it represents who you’re, whom you serve, and the way you serve them could be a rewarding expertise with precious outcomes. When you’re able to go down a brand-building path, don’t go it alone. Identical to your purchasers flip to you for monetary planning experience, you could profit from participating the providers of a model growth specialist.

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

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