Strengthen Your Story.
Train Your AI.
Win New Clients.

Transform your marketing with a Signature Story & Voice Engine – brand content and AI voice training built specifically for financial advisors and other founder-owned firms

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Why BrandVoices?

Most advisors have a compelling story that genuinely sets them apart. In conversation, telling that story comes naturally. In marketing, it gets lost. BrandVoices fixes that.

Our proprietary, AI-powered solution – built on 40+ years of brand-building experience and thousands of advisor interviews – asks exactly the right questions to surface what's authentically yours.

Then it does something no generic AI tool can: it turns your answers into a Signature Story & Voice Engine that's yours to keep, use, and deploy everywhere.

Watch our video to see how simply BrandVoices works.

  • Get a Signature Story & Voice Engine that captures your authentic voice and puts it to work across all your marketing.
  • Includes ready-to-use Mission, Vision & Values, LinkedIn bio, sample posts, and marketing ideas.
  • Train any AI writing tool to produce content in your authentic voice.
  • Content can be used on website, brochures, sales sheets, presentations, and more.
  • Stay focused on serving your clients while BrandVoices does the heavy lifting on your writing and marketing.
  • AI-powered interview completed in under 30 minutes — any time, day or night.
  • Delivered in under two business days, at a fraction of the cost of a traditional branding engagement.
  • Backed by world-class brand consultants with 40+ years of financial advisor experience.
I only wish I’d had this 20 years ago — it would have saved me countless hours and thousands of dollars trying to explain what makes my practice special.
Glenn McKinney, CFP®, CIMA®
Principal, Innerwealth Investments

Your BrandVoices Package includes:

  • Brand Story
    A narrative that communicates your purpose, values and journey in a way that creates an emotional connection. This can be used on your website, sales sheets, brochures and more.
  • Mission, Vision and Values
    Mission and Vision statements that focus on your company’s reason for being and the beliefs that drive your actions.
  • LinkedIn company bio
    A short, professional bio that appears at the top of your firm’s LinkedIn profile and communicates what you offer and why it matters in short, concise language.
  • 5 sample LinkedIn posts
    Examples of engaging content that reinforce your brand story, mission and vision and are crafted specifically for LinkedIn.
  • 5 marketing and/or event ideas
    Examples of marketing activations or events that reinforce your brand story and bring it to life in campaigns and/or experiences.
  • AI Voice Profile
    The Signature Story & Voice Engine is designed to work as an AI brief. Upload it to ChatGPT, Claude, Microsoft Copilot, or any AI writing tool you use, and that tool will write in your authentic voice every time. Every email, post, newsletter, or proposal it helps you write will sound like it came from you.
$4995
Let’s Get Started
The BrandVoices process wasn’t just a marketing exercise, but a business transformation tool that now guides our hiring, client onboarding, and team training.
Jim Rice, CFP®, BFA™, CEPA
Managing Partners
Cordian Wealth Advisors

The AI Voice Training Benefit

Train any AI tool to write like you. In one step.

AI writing tools are only as good as the brief you give them. Use ChatGPT, Claude, or Copilot without context and every output defaults to the same voice – polished, professional, and completely generic. It could have come from any of the 300,000 advisors in America.

Your Signature Story & Voice Engine changes that. It's built to function as a living brief – one you can paste or upload into any AI tool at the start of a writing session. From that point forward, every email, post, newsletter, or proposal the AI helps you write reflects your story, your tone, and the specific people you serve.

One profile. Every tool. Always your voice.

Works with:

  • ChatGPT (including file upload and memory)
  • Microsoft Copilot
  • Claude by Anthropic
  • Any AI tool that accepts pasted text or document uploads

How Does BrandVoices Work?

1. Prepare

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Your Brand Story and content package will be based in large part on your answers to a set of expertly-curated questions about your professional journey, core values, and experiences.

We suggest you sit with the questions for some time before writing down some notes and starting your AI-powered interview.

2. Answer

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When you’re ready to begin your interview, make sure you’re logged into the BrandVoices dashboard and hit the Start button.

Simply speak your answers into your computer or phone, it’s that easy.

3. Analyze

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Your answers are transformed into a unique brand story and content package by our proprietary, AI-powered story engine. This engine has also been trained on best branding and communications practices as well as FINRA and SEC compliant language.

4. Deliver

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Within two business days, your Signature Story & Voice Profile arrives as a complete, structured PDF — ready to use on your website, LinkedIn, brochures, presentations, and as a brief for every AI writing tool you use.

BrandVoices required just 30 minutes of my time and delivered a brand story that captured my philosophy with remarkable precision. It transformed my fragmented thoughts into a cohesive narrative that now powers everything from our website to client presentations.
Peter Huminski
Founder, Thorium Wealth

Is BrandVoices for me?

BrandVoices is the ideal solution for you if…

  • You’re great at telling your story face-to-face to a client but feel that your story doesn’t come across effectively in your marketing.
  • You're using AI tools to write content and want to stop settling for output that sounds like everyone else.
  • You want to develop a compelling brand story that truly resonates in the marketplace at a fraction of the investment typically associated with branding programs.
  • You don’t have the time or resources to create consistent, compelling marketing content for your business.
Let’s Get Started
Since implementing the BrandVoices content, our client conversion rate has increased and our advisors report more meaningful prospect consultations. BrandVoices didn’t just solve our alignment problem; it elevated our entire market position with authenticity and precision.
Diane Athington
Director of Marketing
Longview Financial Group

FAQs

Can I see an example of a Signature Story & Voice Profile?

We can't share another advisor's complete profile, but we're happy to share a demo of BrandVoices and a sample Story & Voice Engine if you contact us at [email protected]

What's included in the price?

For $4995, you receive your complete Signature Story & Voice Engine as a PDF that includes Core Brand Story, Mission, Vision & Values, LinkedIn company bio, five sample LinkedIn posts, five marketing and event ideas, and your AI Voice Engine with training prompts for ChatGPT, Claude, Copilot, and other tools.

We have multiple partners in our practice. Can we combine our answers?

We're developing a multi-stakeholder solution — in the meantime, contact us directly. We're happy to help, and we'll let you know the fee for additional stakeholder interviews upfront.

Which AI tools does the Voice Profile work with?

Any tool that accepts pasted text or document uploads — including ChatGPT, Microsoft Copilot, Claude, and others. Your profile includes ready-to-use prompts for each. For tools with memory (like ChatGPT), you can instruct it to save your voice permanently so every future session starts with your brief already loaded.

Can I use the AI Voice Profile for my whole team?

Absolutely. Share it with anyone in your practice who produces written content — advisors, associates, marketing staff. Once they have your Voice Profile, every piece of content they produce with AI will reflect the same story, tone, and client focus.

How long will it take me to answer the questions in my AI interview?

Answering the questions should take you between 20-30 minutes. You don’t need to write anything down during the interview – just follow the instructions on screen and speak your answers into your phone or computer. If you need to pause during the interview, you can save your progress and come back to complete the questions at your convenience.

Is there anything I need to do to prepare for my interview?

No. But you might want to sit with each question for a couple of minutes before beginning your answer. You can also take longer and jot down some notes before answering, if you want. If ideas occur to you after you’ve finished your answer, you’ll have a chance to share them at the end of the interview.

What types of questions will I be asked in my interview?

The Brand Voices team has completed thousands of interviews with financial advisors, business owners, and brand managers so we understand exactly which questions to ask to create the richest brand stories. You will be asked about your personal experiences and history because we want your brand story to be as authentic and relatable as possible.

Will this help me with my Mission, Vision and Values statements?

Yes! Your Brand Story & Content package includes Mission, Vision and Values statements that you can use on your website and in marketing materials.

How long does it take to receive my Brand Story & Content package?

You will receive your unique Brand Story & Content package within 2 business days of completing your interview. The contents of the package will be ready for immediate implementation on your website, marketing materials and LinkedIn.

How do I use the Brand Story & Content package?

Your Brand Story & Content package includes implementation guidelines showing how to incorporate key elements across your website, LinkedIn and other channels. We want to make it as easy as possible to update your existing communications or create new marketing materials.

Will my Brand Story and Content Package be unique?

Yes. Just as no two advisors have identical backgrounds, approaches, or client bases, no two stories will be exactly the same. Our Story Engine has been trained to identify the authentic differentiators that make your business unique and will avoid generic industry language.

Will my Brand Story and Content Package meet regulatory compliance demands?

Brand Voices has been developed with FINRA, SEC and other financial industry regulations in mind. While we do everything possible to ensure your brand story meets all regulatory requirements, it is your sole responsibility to submit content and materials to your compliance department for review before implementation.

What if I need help to implement the brand story across my practice?

We’re happy to provide a full range of consulting, design and implementation services to help you bring your story and content to life. Because of the highly customized nature of this type of work, please contact us here to discuss your needs and pricing.

Who’s Behind Brand Voices?

Bradley Nix

Brad has over four decades of brand-building experience for iconic global brands. In recent years, Brad has focused his practice to work with financial advisers and other founder-led businesses.

Martyn Tipping

Martyn is an experienced brand strategist, storyteller, and entrepreneur who has worked with hundreds of the world’s best-known and fastest-growing brands.

Team experience includes:
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