A focused brand and growth strategy experience designed for financial advisors who need short-term, quick wins with marketing strategy and execution.

What’s included:

• Three touch points from research to presentation, customized to fit your needs 

• Creation and presentation of a complete marketing plan

• Delivering a personalized value proposition, brand positioning, and messaging 

• Simplified marketing roadmap and assets

• 3 months of platform-specific content

Pricing:

$4,000