How These Advisor Model Tales Got here to Life


Constructing a profitable model isn’t any small feat. While 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 record of artistic and strategic selections that went into telling their compelling model tales. The perfect manufacturers on the market make it look straightforward—however any advertising and marketing specialist will inform you that model improvement is a wonderful artwork that requires a deep dive into who you might be, what you supply, and why you’re completely different.

This train might be powerful for entrepreneurial companies to tug 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 staff.

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 impartial and stuffed with concepts for rising their enterprise. Coming from a captive setting, Connelly and Schuetz had large goals of tailoring their enterprise to mirror their area of interest experience, shopper dedication, and Midwestern sensibilities.

“It was a little bit bit distinctive, coming from a unique dealer/vendor with a nationwide model, however Jon and I knew from the start that in an effort to stand out within the impartial house, we needed to guarantee that there was one thing completely different about our model,” defined Connelly.

A guiding imaginative and prescient. Connelly and Schuetz started brainstorming easy methods to inform their model story. Placing their heads collectively, they discovered immediate 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 1692898882 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 peaceful, strategic perspective.


Refining the imaginative and prescient with artistic enter. By the point Connelly and Schuetz related with Commonwealth’s Advisor Advertising and marketing staff, they’d a powerful sense of the place they needed to move 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 whole lot 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 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 modern, refined 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 appropriate tone for Schuetz and Connelly’s private fashion and likewise 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 and marketing staff. “There may be all the time a view in direction of what might 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 house, plainly Schuetz and Connelly know a factor or two about leaps of religion—and easy methods to information and encourage shoppers to take strategic leaps of their very own, too.

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

Not like Soar Wealth Methods, Aspect 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 Aspect was nonetheless in its infancy. “We did it ourselves, so it was our child,” Levi defined.

Rather a lot 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 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 photographs and tweak the language, however the goal was to brush issues up whereas conserving the model bones in place. After they related with Advisor Advertising and marketing, their expectations had been categorically modest.

“We had a beautiful dialog with the entire [Advisor Marketing] staff,” Levi mentioned. “They did a extremely nice obtain of who we’re and what our enterprise is. Once more, the entire time, we’re considering ‘Refresh, refresh.’”

Activating the model’s full potential. However when Levi and Natola regrouped with the staff for his or her first venture checkpoint, they obtained greater than swapped-out imagery and lightweight copyedits to overview. After such an in depth kickoff assembly, the Advisor Advertising and marketing staff acknowledged the distinctiveness of Aspect’s fashion—a fragile steadiness of experience, empathy, professionalism, and personability—and noticed {that a} refresh would promote them quick.

Offered with a up to date new emblem, vibrant colour palette, and a heat, inviting voice, Levi and Natola had been surprised 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 Aspect model was stuffed with potential, they usually had been going to grab it.


“The primary reveal was stunning to JoanAnn and I. In that immediate, we realized it was extra reflective of who we had develop into,” Levi recalled. “Welcoming, open, direct, contemporary—we needed that reflection of who we’re that additionally mirrored the enterprise we’ve got.”

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 typically 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 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 possibly can’t tiptoe round these conversations. Let’s get private, dive proper in,” Levi mentioned, referring to core model language that developed via collaborative conversations with Advisor Advertising and marketing.

Placing the model into motion—and into the world. Like Soar, Aspect began constructing a complete ecosystem of branded touchpoints as soon as their model was in place. “Wealth advisory agreements and new shopper onboarding kits had been instantly branded. We name it ‘Elementized,’” mentioned Natola. “Every little thing 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 . . . all the time has our Aspect Monetary Group emblem, and it’s usually 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 Aspect 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 generally is a rewarding expertise with precious 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, chances are you’ll profit from participating the providers of a model improvement specialist.

At Commonwealth, our Advisor Advertising and marketing professionals accomplice with new and current 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 conjures up confidence in current and potential shoppers.

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