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Customized One-on-One Business Coaching for Financial Advisors


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How it Works


Branding is not about getting your prospect to select you over the competition. It’s about getting your prospect to see you as the SOLE PROVIDER of a solution to their problem or need.


Are you exceptional at what you do but struggle to communicate your expertise to prospects? Does your message sound the same as many other determined advisors? The MasterPoint™ Program helps advisors create a compelling brand that works.


Our team understands the nuances of the financial world and the science behind branding and marketing communication. Humans are 80% emotional and 20% rational making human emotion the principal currency of today.


Compelling Story


The objective of your compelling story is to enhance your team’s confidence in communicating your value and brand. By determining why you do what you do, we uncover the passion and personality of your business to emotionally inspire and engage your ideal clients to do business with you and maintain loyalty.


It also becomes a valuable tool to help your existing clients and centres of influence to effectively communicate the value you provide to others who are like-minded. Your compelling story will become the foundation to help you build an original, powerful brand that is consistently incorporated into all of your marketing TouchPoints.