Home Wealth Management How These Advisor Model Tales Got here to Life

How These Advisor Model Tales Got here to Life

How These Advisor Model Tales Got here to Life


Constructing a profitable model is not any small feat. If you have a look at iconic manufacturers which have captured hearts, minds, and shopper loyalty over time, what you don’t see is the lengthy checklist of artistic and strategic selections that went into telling their compelling model tales. The most effective manufacturers on the market make it look simple—however any advertising specialist will inform you that model growth is a effective artwork that requires a deep dive into who you’re, what you provide, and why you’re totally different.

This train might be robust for entrepreneurial companies to tug off with out assist. Whereas they know their enterprise in and out, bringing this information to life in an expert, 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 have been Soar Wealth Methods, they have been Brent Connelly and Jon Schuetz, CFP®, AAMS®—newly unbiased and stuffed with concepts for rising their enterprise. Coming from a captive surroundings, Connelly and Schuetz had huge desires of tailoring their enterprise to mirror their area of interest experience, consumer dedication, and Midwestern sensibilities.

“It was a bit bit distinctive, coming from a special dealer/seller with a nationwide model, however Jon and I knew from the start that so as to stand out within the unbiased area, we wished to make it possible for there was one thing totally different about our model,” defined Connelly.

A guiding imaginative and prescient. Connelly and Schuetz started brainstorming how one can inform their model story. Placing their heads collectively, they discovered prompt alignment in branding components that emphasised positivity, chance, and patriotism. “We got here up with this imaginative and prescient of an eagle,” Connelly stated, “after which we thought, ‘What’s a reputation we are able to use round an eagle?’”

“We searched on-line and located this quote that 1697004873 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 angle 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 seen their enterprise as a spot shoppers can flip to for steering and a relaxed, strategic perspective.


Refining the imaginative and prescient with artistic enter. By the point Connelly and Schuetz related with Commonwealth’s Advisor Advertising group, that they had a powerful sense of the place they wished 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 quite a lot 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 stated, ‘No, that’s not superb.’ They have been superb at letting us discover what was in our minds, after which they took that and actually helped us slender our focus.”

“What we settled on is ideal,” stated Schuetz, referring to their modern, refined brand design. “They actually took into consideration the form of the eagle, the colour of the eagle,” stated Connelly. The brand new brand units the fitting tone for Schuetz and Connelly’s private model and in addition appeals to a broad viewers.

A agency—and versatile—basis. Selecting 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 might be subsequent as we construct this model,” stated Schuetz. One model touchpoint Soar is very 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 area, evidently Schuetz and Connelly know a factor or two about leaps of religion—and how one can information and encourage shoppers to take strategic leaps of their very own, too.

Ingredient Monetary Group Grows Up—and Launches a Daring New Model

In contrast to Soar Wealth Methods, Ingredient Monetary Group had a longstanding model—one they appreciated fairly a bit. It was a model that cofounders Alex Levi, AIF®, and JoanAnn Natola, AIF®, curated in 2006 when Ingredient was nonetheless in its infancy. “We did it ourselves, so it was our child,” Levi defined.

So much has modified since then. “We’ve constructed a really sturdy enterprise,” Levi stated. “We grew up, and our agency grew up and matured . . . and we wished our web site to mirror that,” Natola continued.

A modest purpose 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 purpose. They wished to vary the pictures and tweak the language, however the goal was to brush issues up whereas maintaining the model bones in place. Once they related with Advisor Advertising, their expectations have been categorically modest.

“We had an exquisite dialog with the entire [Advisor Marketing] group,” Levi stated. “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 undertaking checkpoint, they acquired greater than swapped-out imagery and lightweight copyedits to assessment. After such an in depth kickoff assembly, the Advisor Advertising group acknowledged the distinctiveness of Ingredient’s model—a fragile steadiness of experience, empathy, professionalism, and personability—and noticed {that a} refresh would promote them quick.

Introduced with a up to date new brand, vibrant shade palette, and a heat, inviting voice, Levi and Natola have been surprised to see the guts and soul of their enterprise mirrored again to them in a brand new model. Right away, their refresh-only mindset was out the window. The Ingredient model was stuffed with potential, they usually have been going to grab it.


“The primary reveal was surprising to JoanAnn and I. In that prompt, we realized it was extra reflective of who we had change into,” Levi recalled. “Welcoming, open, direct, contemporary—we wished that reflection of who we’re that additionally mirrored the enterprise we now have.”

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 business that may typically be creatively one-dimensional. They have been doing issues in another way in each their enterprise and their model, bringing a intentionally private contact to their work. Over years of observe, 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 stated, referring to core model language that advanced via collaborative conversations with Advisor Advertising.

Placing the model into motion—and into the world. Like Soar, Ingredient began constructing a whole ecosystem of branded touchpoints as soon as their model was in place. “Wealth advisory agreements and new consumer onboarding kits have been instantly branded. We name it ‘Elementized,’” stated Natola. “Every thing from the signatures on our e-mail, each academic deck that we create for retirement companies shoppers—one hundred pc Elementized. Any bill, any motion objects, any communication that goes out . . . all the time has our Ingredient Monetary Group brand, and it’s typically 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 shoppers, 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 Ingredient strategy.

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’re, whom you serve, and the way you serve them generally is 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 shoppers flip to you for monetary planning experience, it’s possible you’ll profit from participating the companies of a model growth specialist.

At Commonwealth, our Advisor Advertising professionals companion with new and present advisor companies to not solely do the hands-on work of crafting logos, sharpening messaging, and constructing web sites but additionally mentor each advisor on being a strategic model steward that conjures up confidence in present and potential shoppers.

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