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Elevate Your Branding

"Your brand is what people say about you,

when you're not in the room."

 - Theodore Roosevelt

WHY is this important?


Every interaction with a client either increases or erodes trust.

Every time the phone is answered, an email is replied to, or that a client is greeted at the office, we have an opportunity to increase trust. This includes every type of correspondence – written, verbal or in person. Think about the various types of information that flow from your team and your office to your clients – all your letters, emails, newsletters, website information, LinkedIn Profile, etc.

This is where we will help you take an inventory of your various forms of Client Communication to ensure it is professional, consistent and client friendly. We will also help you develop an important piece of your branding communication – your Introduction Kit.

This best practice will ensure all client communications are professional, consistent, and predictable for your clients.

Who is this proven strategy designed for?


This is for Advisors who want instant access to an array of client-facing communications spanning several methods of delivery to create efficiency and consistency.

WHAT should you expect?


  • Create increased structure related to all aspects of your branding

  • Have up to date core marketing materials including your Introduction Kit and Website

  • Implement consistent email signatures across your team

  • Utilize standardized templates for Agendas, Letters, Emails, and more!

  • Ensure all other aspects of your branding are consistent

  • Build trust with clients, prospects, and Strategic Partners because of your consistent branding strategy

HOW to Take Action & Implement Successfully?


Establish Branding Consistency & Congruency

  1. Assign someone on the team to be responsible for Client Communications in terms of branding and consistency.

  2. Carefully review the Communication & Branding Guidelines to assess your client-facing materials for consistency and congruency. This includes following core areas of your Client Communication:

    • Traditional Facing Communication (Letters, Agenda, etc.)

    • Email

    • Introduction Kit

    • Website

    • LinkedIn Profile (or other social media presence)

    • Newsletters

    • Verbal Communication

    • All other client-facing communication (meeting tools, marketing, etc.)

  3. Use the Annual Branding Checklist to adopt a systematized approach to managing the various aspects of your branding in a simplified ‘one and done’ approach each year.

  4. The following items are to provide you with a brief refresher of the Introduction Kit:

  5. A reminder to make sure that all Client Communications are compliance approved.

    • Have contact information for your Marketing and/or Compliance department readily available.

  6. Take time to investigate what else might be available to add to your marketing via:

    • Your Organization’s available resources

    • CUSO regarding the PSA and more

    • Aviso

  7. Be sure to have all your digital communications organized in digital folders on your shared drive that are easy to access so you don’t waste time looking for things you’ve already created, which can be frustrating!  More on this will be covered in the best practice called Systematize Your Information.

  8. Be sure to have all physical communication items also organized in a place where everyone on the team knows where to find them

Watch Here to Learn More




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