This is the workshop where we bring your brand to life. Tactical solutions to deliver your vision and engage your audience.

Who this workshop is for

FOR FINANCIAL ADVISORS:

Needing a rebrand to update their current look and feel.
Wanting to scale their practice in the next 5+ years, and in need of an effective marketing plan.
Having a hard time gaining traction with their audience, even after trying some marketing tactics.
Hoping to grow their client base, but looking for creative ways to do so.

Unique Visual Identity: We design your logo and establish your brand's visual identity, ensuring your communication is not only visually impactful but also consistently aligned with your brand's essence.
Customer Journey: We delve into the intricacies of your audience's journey, mapping out their path from engagement to becoming valued clients. This comprehensive document will uncover pain points and highlight areas ripe for optimization.
Content Strategy: We tailor a plan to resonate with your unique voice and audience, leveraging your vision for the future to craft a strategy that authentically tells your story.

An introductory pre-workshop call to answer any questions.
We send you a pre-workshop questionnaire that sets us up for the workshop.
Hands-on collaborative workshop for 2 hours either in-person or online.
A post-workshop meeting to present the findings and outcomes.
Sending you all the material we developed so you can confidentially engage your audience.