How These Advisor Model Tales Got here to Life

Constructing a profitable model is not any small feat. Once you take a look at iconic manufacturers which have captured hearts, minds, and client loyalty over time, what you don’t see is the lengthy checklist 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 nice artwork that requires a deep dive into who you might be, what you supply, and why you’re totally different.

This train could be robust for entrepreneurial companies to drag off with out assist. Whereas they know their enterprise inside and outside, bringing this data 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 and marketing workforce.

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 impartial and filled with concepts for rising their enterprise. Coming from a captive atmosphere, 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 with the intention to stand out within the impartial area, we needed 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 parts that emphasised positivity, chance, 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 1713343523 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 widespread, 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 steerage and a relaxed, strategic perspective.

Refining the imaginative and prescient with inventive enter. By the point Connelly and Schuetz linked with Commonwealth’s Advisor Advertising and marketing workforce, that they had a robust 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 a number of concepts at them,” he continued, describing their first assembly with Advisor Advertising and marketing. “However they by no means shot us down. They by no means mentioned, ‘No, that’s not excellent.’ They have been excellent 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 glossy, subtle emblem design. “They actually took into consideration the form of the eagle, the colour of the eagle,” mentioned Connelly. The brand new emblem units the fitting tone for Schuetz and Connelly’s private type and in addition 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 and marketing workforce. “There may be at all times a view in the direction of what could be subsequent as we construct this model,” mentioned 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 impartial area, plainly 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 favored 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.

Quite a bit has modified since then. “We’ve constructed a really sturdy enterprise,” Levi mentioned. “We grew up, and our agency grew up and matured . . . and we needed our web site to mirror that,” Natola continued.

A modest objective 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 objective. They needed to alter the pictures and tweak the language, however the goal was to brush issues up whereas maintaining the model bones in place. After they linked with Advisor Advertising and marketing, their expectations have been categorically modest.

“We had an exquisite dialog with the entire [Advisor Marketing] workforce,” 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 workforce for his or her first challenge checkpoint, they obtained greater than swapped-out imagery and lightweight copyedits to assessment. After such an in depth kickoff assembly, the Advisor Advertising and marketing workforce acknowledged the distinctiveness of Ingredient’s type—a fragile steadiness of experience, empathy, professionalism, and personability—and noticed {that a} refresh would promote them quick.

Offered with a recent new emblem, vibrant coloration 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. Instantly, their refresh-only mindset was out the window. The Ingredient model was filled 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, recent—we needed 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 generally be creatively one-dimensional. They have been doing issues in a different way in each their enterprise and their model, bringing a intentionally private contact to their work. Over years of follow, 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 may’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 and marketing.

Placing the model into motion—and into the world. Like Soar, Ingredient began constructing a complete 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,’” mentioned Natola. “All the things from the signatures on our e mail, each academic deck that we create for retirement providers shoppers—100% Elementized. Any bill, any motion gadgets, any communication that goes out . . . at all times has our Ingredient Monetary Group emblem, and it’s typically speckled with another element 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 might be, whom you serve, and the way you serve them is usually a rewarding expertise with useful outcomes. When you’re able to go down a brand-building path, don’t go it alone. Similar to your shoppers flip to you for monetary planning experience, chances are you’ll profit from partaking the providers of a model growth specialist.

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

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