Constructing a profitable model is not any small feat. Once you take a look at iconic manufacturers which have captured hearts, minds, and shopper loyalty over time, what you don’t see is the lengthy listing of inventive and strategic choices that went into telling their compelling model tales. The very best manufacturers on the market make it look straightforward—however any advertising and marketing specialist will inform you that model growth is a high quality artwork that requires a deep dive into who you might be, what you provide, and why you’re totally different.
This train will be robust for entrepreneurial companies to drag off with out help. Whereas they know their enterprise in and out, bringing this information to life in knowledgeable, scalable model takes cautious planning and execution.
Right here, we discover how two affiliated companies introduced their one-of-a-kind model tales to life in partnership with Commonwealth’s Advisor Advertising group.
Soar Wealth Methods Embraces Independence—and a New Model
Earlier than they had been Soar Wealth Methods, they had been Brent Connelly and Jon Schuetz, CFP®, AAMS®—newly unbiased and stuffed with concepts for rising their enterprise. Coming from a captive atmosphere, Connelly and Schuetz had massive goals of tailoring their enterprise to replicate their area of interest experience, consumer dedication, and Midwestern sensibilities.
“It was just a little bit distinctive, coming from a unique dealer/seller with a nationwide model, however Jon and I knew from the start that as a way to stand out within the unbiased house, we needed to be sure that there was one thing totally different about our model,” defined Connelly.
A guiding imaginative and prescient. Connelly and Schuetz started brainstorming learn how to inform their model story. Placing their heads collectively, they discovered prompt alignment in branding components that emphasised positivity, risk, and patriotism. “We got here up with this imaginative and prescient of an eagle,” Connelly mentioned, “after which we thought, ‘What’s a reputation we will use round an eagle?’”
“We searched on-line and located this quote that 1706187942 hangs in our outer workplace,” Schuetz continued, reciting it by coronary heart. “All birds discover shelter throughout rain. However eagle avoids rain by flying above the clouds. Issues are frequent, however perspective makes the distinction.”
It was their aha second. The picture of an eagle hovering above all of it and fixing issues immediately resonated with Connelly and Schuetz—they considered their enterprise as a spot purchasers can flip to for steerage and a relaxed, strategic perspective.
Refining the imaginative and prescient with inventive enter. By the point Connelly and Schuetz related with Commonwealth’s Advisor Advertising group, that they had a powerful sense of the place they needed to go with their new model. However they wanted assist refining their imaginative and prescient and bringing it to life. “It was enjoyable to brainstorm collectively, however we clearly knew that this wasn’t our space of experience,” Connelly defined.
“We threw lots of concepts at them,” he continued, describing their first assembly with Advisor Advertising. “However they by no means shot us down. They by no means mentioned, ‘No, that’s not superb.’ They had been superb at letting us discover what was in our minds, after which they took that and actually helped us slim our focus.”
“What we settled on is ideal,” mentioned Schuetz, referring to their smooth, refined brand design. “They actually took into consideration the form of the eagle, the colour of the eagle,” mentioned Connelly. The brand new brand units the best tone for Schuetz and Connelly’s private model and likewise appeals to a broad viewers.
A agency—and versatile—basis. Deciding on a model expression that will be amenable to future adjustments was key for Schuetz, Connelly, and the Advisor Advertising group. “There’s all the time a view in direction of what will be subsequent as we construct this model,” mentioned Schuetz. One model touchpoint Soar is particularly enthusiastic about is their new podcast, Monetary Flight Academy, a platform for tales about individuals who have overcome adversity or taken a leap of religion.
For 2 advisors who’ve navigated a profitable transition into the unbiased house, it appears that evidently Schuetz and Connelly know a factor or two about leaps of religion—and learn how to information and encourage purchasers to take strategic leaps of their very own, too.
Factor Monetary Group Grows Up—and Launches a Daring New Model
In contrast to Soar Wealth Methods, Factor Monetary Group had a longstanding model—one they preferred fairly a bit. It was a model that cofounders Alex Levi, AIF®, and JoanAnn Natola, AIF®, curated in 2006 when Factor was nonetheless in its infancy. “We did it ourselves, so it was our child,” Levi defined.
Loads has modified since then. “We’ve constructed a really robust enterprise,” Levi mentioned. “We grew up, and our agency grew up and matured . . . and we needed our web site to replicate that,” Natola continued.
A modest aim for a longtime model. The itch to evolve the model began off small, with “refresh” being the phrase Levi and Natola used to explain their aim. They needed to vary the photographs and tweak the language, however the goal was to brush issues up whereas preserving the model bones in place. Once they related with Advisor Advertising, their expectations had been categorically modest.
“We had an exquisite dialog with the entire [Advisor Marketing] group,” Levi mentioned. “They did a extremely nice obtain of who we’re and what our enterprise is. Once more, the entire time, we’re pondering ‘Refresh, refresh.’”
Activating the model’s full potential. However when Levi and Natola regrouped with the group for his or her first challenge checkpoint, they obtained greater than swapped-out imagery and lightweight copyedits to evaluation. After such an in depth kickoff assembly, the Advisor Advertising group acknowledged the distinctiveness of Factor’s model—a fragile steadiness of experience, empathy, professionalism, and personability—and noticed {that a} refresh would promote them brief.
Introduced with a recent new brand, vibrant shade palette, and a heat, inviting voice, Levi and Natola had been shocked to see the center and soul of their enterprise mirrored again to them in a brand new model. Straight away, their refresh-only mindset was out the window. The Factor model was stuffed with potential, and so they had been going to grab it.
“The primary reveal was stunning to JoanAnn and I. In that prompt, we realized it was extra reflective of who we had turn out to be,” Levi recalled. “Welcoming, open, direct, contemporary—we needed that reflection of who we’re that additionally mirrored the enterprise we’ve.”
The model’s new look was edgy but approachable. It expressed what Levi and Natola had lengthy felt about their roles in a male-dominated trade that may generally be creatively one-dimensional. They had been doing issues in another way in each their enterprise and their model, bringing a intentionally private contact to their work. Over years of apply, there was no query that cash is an emotional topic for many individuals. And that’s okay.
“You come to an advisor to speak about probably the most private issues in your life . . . for us, you possibly can’t tiptoe round these conversations. Let’s get private, dive proper in,” Levi mentioned, referring to core model language that advanced by means of collaborative conversations with Advisor Advertising.
Placing the model into motion—and into the world. Like Soar, Factor began constructing a whole ecosystem of branded touchpoints as soon as their model was in place. “Wealth advisory agreements and new consumer onboarding kits had been instantly branded. We name it ‘Elementized,’” mentioned Natola. “The whole lot from the signatures on our electronic mail, each academic deck that we create for retirement companies purchasers—one hundred pc Elementized. Any bill, any motion objects, any communication that goes out . . . all the time has our Factor Monetary Group brand, and it’s usually speckled with another part of our model.”
Levi and Natola are proud stewards of their new model and are excited by the constructive suggestions from purchasers, prospects, and recruits. The “let’s get private” tackle advising feels good as a result of it’s a model slogan that comes from an authentically Factor method.
Serving to Advisors Inform Their Model Tales
As these two advisor companies will attest, investing in your model to make sure that it represents who you might be, whom you serve, and the way you serve them is usually a rewarding expertise with beneficial outcomes. When you’re able to go down a brand-building path, don’t go it alone. Identical to your purchasers flip to you for monetary planning experience, chances are you’ll profit from partaking the companies of a model growth specialist.
At Commonwealth, our Advisor Advertising professionals accomplice with new and current advisor companies to not solely do the hands-on work of crafting logos, sharpening messaging, and constructing web sites but in addition mentor each advisor on being a strategic model steward that evokes confidence in current and potential purchasers.
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