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MasterPoint Services


MasterPoint is a full service customized program specifically designed to support the marketing needs of advisors. Everything we create is designed to capture the uniqueness and personality of you, your team and your business. You won’t find any template style designs here. Everything is original. We believe this is the best approach to stand out in the crowded marketplace.

Brand Development


Your brand guidelines document:

  • Is compliant with your provider.
  • Includes logo, slogan, descriptor and corporate images
  • Provides documentation to use for your marketing meetings
  • Helps train your team to be on brand and gives them tools to keep focused
  • Allows you to educate new or potential hires on the personality of your business
  • Provides a guide to help you build consistent marketing TouchPoints
  • Educates designers you may utilize in decor, graphics, web, social media and print
  • Helps when planning events or seminars
  • Provides you with answers to important questions your prospects may ask


TouchPoint Design


Whether you already have a brand in place or you develop your unique brand with the MasterPoint Branding team, the next step is to develop a TouchPoint Strategy (marketing materials) list. This will be developed based on your budget and timeline. We have 9 categories of TouchPoints to choose from (i.e. first impression materials, client loyalty, etc.). This helps you plan out your path to success, measure your results and most of all, maintain a consistent brand message. Our MasterPoint team will help you design and create content based on your brand guidelines document.


TouchPoints include design as well as content creation based on your brand guidelines document.


Note: TouchPoint Design is not part of the MasterPoint Branding Program. Each job will be quoted separately in your Touchpoint Strategy list.


Examples of TouchPoints include:

  • Website
  • Video
  • Stationery
  • Presentation Folder
  • Brochure
  • PowerPoint Presentation
  • Newsletter Design and Content
  • Process
  • Client Binder
  • E-Newsletters of E-Campaigns
  • Social Media Strategy & Management