Tel 519-576-2262

About TPC Services How We Help Client Stories Coaching Centre Connect

Customized One-on-One Business Coaching for Financial Advisors


orange arrow HOW IT WORKS      orange arrow MASTERPOINT PROCESS      orange arrow MASTERPOINT SERVICES      orange arrow PORTFOLIO      


MasterPoint Brand Program Process


We take the same approach as you do with your clients - the best approach is a strategic one. Just as you advise your clients to look at their whole plan rather than individual products, we recommend that your brand strategy start with a plan. Marketing materials are the second step.


At the same time, many advisors just require a little help as they already have a brand. They often come to us for a brochure, a website, digital marketing, etc. We are more than happy to help out.


1. Complimentary Consultation

  • Share your background and your brand objectives
  • Brief discussion about the MP Program
  • Determine if this is a fit for you and your team

2. Proposal Meeting

  • Online presentation of the program based on your objectives
  • Discuss the value and outcome from the program
  • Share timeline and next steps

3. Discovery Meeting

  • Meet with you and your team at your office
  • Determine the uniqueness, personality and value of your business
  • Information used to develop compelling story and brand

4. Client Interviews

  • Identify ideal clients
  • Uncover key information to reveal the most powerful “emotional connections”
  • Used to develop business personality and client testimonials

5. Compelling Story

  • Meet to unveil your original story
  • Provide images associated with your compelling story
  • Create possible new company names

6. Corporate Identity

  • Develop or refine your corporate identity
  • Create logo, slogan, descriptor
  • Find corporate image

7. Brand Guidelines Document

  • Provide all brand guidelines and information required to share your brand
  • Assign an internal "brand ambassador" to make sure you stay on brand going forward