DELIVERED EXCLUSIVELY BY
THE PERSONAL COACH
Brand Strategy and Marketing for Financial Advisors
MasterPoint helps financial advisors and advisory teams uncover their unique story and turn it into a compelling brand that builds trust, confidence, and long-term client relationships.
Your Brand Should Do More Than Look Professional
Branding and marketing that makes you the only choice for the clients you want.
In a crowded advisory landscape, expertise alone is no longer enough. If your brand looks and sounds like everyone else, prospects struggle to understand why they should choose you.
The Discovery Process
From start to finish, our process reveals what’s most distinct and meaningful about your advisory firm — and translates it into a brand that connects with ideal clients.
Complimentary Consultation
We learn about your background, goals, and whether the program is a fit.
Proposal Meeting
Review a tailored program outline, expected outcomes, and next steps.
Discovery Meeting
Through guided conversations, we uncover what makes your business unique.
Client Interviews
With consent, we use client interviews to help shape your brand's narrative.
Brand Themes
We refine and validate core brand themes, and discuss naming if relevant.
Compelling Story & Identity
Your story and corporate identity are unveiled with rationale and visual direction.
Brand Guidelines Document
A comprehensive guide to keep your brand clear and consistent across every touchpoint.
Trusted By Leading Organizations
Why Advisors Choose MasterPoint
Our goal is simple: help you show up as the clear, confident choice for the clients you want to serve.
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Deep specialization in financial services
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Story-driven strategy, not cookie-cutter marketing
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Thoughtful execution rooted in clarity and purpose
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A collaborative, guided process from start to finish
Laurie Lewis
Kelly and her Team at TPC helped us with our firm re-brand. They asked all the right questions and were able to capture who we were and where we wanted to go beyond our expectations. Thank you!
From practice management to branding to growth strategies, I am always confident that I am focusing on the right areas of my business at the right time. Their work with a wide range of advisors has resulted in a great depth of knowledge about what will work well for me and my team
Reg Braun
One final testimonial
One More
Meet Your Growth Partners
With deep experience in financial services, we meet you where you are.
We take the time to listen, ask the right questions, and gain a meaningful understanding of your business before offering guidance.
Kelly Maxwell
Brand & Marketing Specialist
Rochelle Rae
Creative Communication Strategist
Heather Amlin
Brand & TouchPoint Project Manager
Kim Poulin
Client Interview Specialist
