Discover what makes financial advisors memorable. Rochelle Rae of Masterpoint explores how thoughtful branding, consistent communication, and meaningful client experiences build trust, strengthen relationships, and help advisory practices stand out.

This year taught us that success comes from being personal, consistent and relationship-driven.

Compensation Trends It likely comes as no surprise that The Consumer Price Index (CPI) rose 6.9% on a year-over-year basis in September...

Many of our clients have gone through our MasterPoint Branding Program to develop a unique brand so they can connect with ideal clients on a

While referrals continue to be a vital source of new business, in 2021, more advisors are seeing the benefits of developing their online pre

A beautiful brand refresh can make a world of difference! Congratulations FieldView Financial!

February is a busy month for financial advisors so rather than provide tips and resources, we are celebrating our clients' accomplishments.

A beautiful new brand we are thrilled to share! Congratulations to Mike Kidney. - From the TPC brand team!