Why BrandLink

Linking the Relationship

With face-to-face meetings and personal contact reduced, the tools you use to tell your story take on a greater role within current and prospective client relationships, especially when it comes to forming connections.

We created the BrandLink Digital Package to help advisors keep these connections strong.

With digital collateral designed to function effectively in a reduced-contact setting, we help you reinforce your value with a level of professionalism that strengthens trust in the services you provide.

Program Features

With one-click viewing that eliminates the need for bulky attachments, sending is as easy as sharing a link and all content is downloadable.

Seamless

Through our proven Brand Identifier process, our in-house team helps you focus your message, build your brand, and establish fully custom digital tools to help you meet your practice goals.

Custom

The BrandLink package includes a clear process of compliance review and revision. Our approach is to present your unique competitive advantage within the guidelines of your brand and regulatory requirements.

Compliant

We focus on delivering a heightened level of polish and professionalism in all the materials we produce, so that you can be perceived as a leading specialist by those looking for something more than an average advisor.

Polished

Advantages

According to Morningstar’s 2020 Financial Marketing Report, word-of-mouth referrals remain the top source of new practice for advisors. With digital material that is easy for clients to share with others, and memorable for those who receive it, you can start tapping into a new level of growth.

Enable more referrals.

As a follow-up or an early point of contact with a new lead, the BrandLink package can help you establish the right perceptions for those who are just getting to know you. It enables you to tell your story effectively while creating an engaging experience for new opportunities.

Tell your story and advance
new relationships.

When certain in-person aspects of the trust-building process play a lesser role, it’s essential to replace them with tools that convey the premium, specialized nature of your practice. BrandLink collateral is designed to help you target high-net-worth individuals through focused messaging and seamless delivery.

For many advisors, strong digital collateral not only supports new and existing relationships, but it also opens up new possibilities. If you can successfully manage limited-contact relationships, what’s keeping you from rethinking the areas your practice can serve?

Branch out into a larger geographical area.

When your newsletters and market commentary maintain a high standard professionalism, you can engage clients at crucial moments in the relationship. Polished digital communications can help ensure your clients always feel that they are in good hands.

Provide timely communications.

80% of advisors in Morningstar’s 2020 report stated that in-person meetings are the most effective way to build client relationships. The right tools can help you extend that power to remote meetings, and elevate the experience for those you do see in person.

Elevate both in-person and remote meetings.

By showing the full depth of service you provide to those who work with you, you can enable value recognition and reinforce relationships with those A-level clients who are central to your practice’s growth and success.

Make your value clear to
A-level clients.

What's Involved

Core Components of
the BrandLink Digital Package

Branding exercises and consultation

Our Brand Identifier™ Workbook helps to define your individual brand direction, market positioning and value offering.

Identifying Value

Outline that defines and allows IA to position their practice around unique attributes.

Strategic Significance

Defining the value advisors provide their clients and packaging it for relevant positioning towards the natural market they will prospect. This will allow IA to better communicate their value to existing clients and new opportunities.

Selective Services

Support team and IA work towards putting together a select list of services to reinforce and support his/her targeted messaging centred around a natural market.

Unique POS Approach

We outline the IA’s client process to convey how to become a client and facilitate how the engagement process works.

One-to-One brand consultation

We work along side each IA to discuss and review brand direction and messaging. By working one-to-one we can review individual content to better define brand direction.

The BrandLink Digital Package includes:

Discovery and Positioning

Introductory Collateral

Digital Presentation with
Online Delivery and Demonstration

Brand Identifier™ process

Ideation and concept development

3 Separate online digital presentations, (consisting of a total of 30 content pages), for prospecting, full service presentation and practice overview

Brand strategy, market positioning and core messaging

Image usage and full development

Copywriting & theme design

Design layout of individual items

Logo design and development (with naming if needed)

Digital Overview of Service Offering