Available courses

The Brand Mastery Course leads Financial Advisors through a 20 week program to build better practices.

The course is designed around bi-weekly group meetings with training and assignments.

The course is also segmented in to two 90 day sections with individual advisor feedback and coaching after the first and second 90 days.

The first section covers training and exercises on:

  • Defining your ideal client
  • Branding vs Marketing
  • Brand Discovery and Exploration
  • Tactics and Strategies
  • Idea Generation
  • Value Proposition
  • Whitepaper
  • Website framework

The second section covers:

  • Podcasting & Video
  • Email Marketing
  • Social Media
  • Finalizing Website Content




The Brand Impact Assessment walks you through a series of thought provoking questions to help you understand where your brand is doing well and where you may want to focus some attention.

The assessment will ask you to rate your brand's effectiveness across five categories:

  • WHO YOU ARE
  • BRAND STYLE
  • BRAND DEPTH
  • SHARING YOUR STORY
  • EXPANDING YOUR VISION

Take your time – and be honest with yourself.