TouchPoints | The Personal Coach

Search

Enhancing your client experience.

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

Generating Leads Online

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

New Look: FieldView Financial!

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

Brand Launch: LiveBy Wealth

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

Brand Launch: Marquee Benefits

Big congratulations to Marquee Benefits Inc. on their fresh, vibrant brand! We had so much fun working with you and watching this brand deve

Getting Creative in 2021 with Branding & Marketing

We asked our Brand & Marketing Team what advisors should be doing in 2021... Branding Tips Fortunato Restagno, Brand Coach Many advisory...

Brand Launch: Braestone Family Wealth

Thank you Braestone Family Wealth for taking the MasterPoint team on your brand journey.

Video: 4 Branding Tips for Business Growth

Grow your advisory business with an authentic brand and compelling story. Here are 4 critical steps to consider.

Oct E-Forum: Responding to a Changing Environment

Responding to a Changing Environment

Articles & Videos