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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...

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!

Client Achievements: Taking Time to Celebrate Wins

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

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...