Strengthen Your Story.
Win New Clients.
Grow Your Business.

Transform your Marketing with a compelling Brand Story and turnkey Content Package created (and priced) for financial advisors and other founder-owned firms.

Let’s Get Started
Packages start at
$649

Why BrandVoices?

BrandVoices is a breakthrough branding solution designed specifically for financial advisors and other founder-led businesses that need help to effectively communicate their unique value to the marketplace. BrandVoices delivers a turnkey brand story and content package at a fraction of the cost of a traditional branding engagement. BrandVoices is powered by a proprietary, AI-powered Story Engine that’s built on our experience working with thousands of advisors, founder-led businesses and some of the world’s best-loved brands.

Watch our video to see how simply BrandVoices works.

  • Upgrade your Brand Story, Mission, Vision and Values statements to make them authentic and engaging.
  • Includes LinkedIn bio and sample posts.
  • Content can be used on website, brochures, sales sheets, presentations and more.
  • Stay focused on serving your clients and growing your business rather than struggling to write your brand story.
  • AI-enabled interview can be completed any time of the day or night.
  • Delivered in under 2 business days for a fraction of the cost of hiring an ad agency or marketing consultant.
  • Backed by world-class brand consultants with extensive financial advisor experience.
  • Requires less than 30 minutes of your time.
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.
$649
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

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 2 business days, you will receive your brand story and content package that includes turnkey content ready for use on your:

  • – Website
  • – Brochures and sell-sheets
  • – PowerPoint presentations
  • – Social media bios
  • – Social media content
  • – Events and marketing campaigns
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 want to leverage the expertise of branding professionals who have 40+ years of experience building wildly successful brands for Fortune 500 companies, founder-led SMB’s and over 200 financial advisors.
  • 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 Brand Story & Content package?

While we can’t share another advisor’s complete Brand Story & Content package, you can download more insights into the Brand Story & Content package and see examples of content here.

What’s included in the price?

For $649, you will receive a complete Brand Story & Content package delivered as a PDF document. For details of what’s included in the document, click here.

We have multiple partners in our practice. Can we combine our answers to create our Brand Story & Content package?

We are working on a multi-stakeholder solution, but for now the only way to combine multiple interviews to create your Brand Story and Content package is to contact us. We’re happy to help, but please be aware that there will be a small fee for each additional stakeholder interview.

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.

Can I make changes to the Story and/or Content?

You have full editing capabilities so can edit/update the story whenever you want. If you feel that your Brand Story doesn’t capture the essence of your business, you can log into your dashboard and go through the interview process one more time. On the Revision Round, you might want to spend more time thinking about the questions and provide more detailed answers.

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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