The Flagship
The Flagship is for advisory firms with a team. We find what makes your firm worth choosing, get every advisor saying it the same way, then build the brand and website that put it in front of every prospect.
The only advisor in the firm? Start with the Identity Sprint.
Fallbrook FI
Strategy · Brand · Web
Tessara Wealth
Strategy · Brand · Web
Santiago
Brand · Web
Janus Financial
Brand
Advice Only
Strategy · Brand · Web
Vertex Capital Advisors
Brand
Prospero Wealth
Strategy · Brand · Web
Stone Steps Financial
Strategy · Brand · Web
01
One idea, written so each advisor can say it in their own voice.
02
One brand with room for your niches, programs and offices.
03
Your website, advisor pages and prospect materials make the case your referrals already make.
04
Clear, consistent words are what answer engines repeat. With the Firm File, every AI tool your team uses writes in your voice too.
About 14 to 16 weeks, first interview to launch
01 · Strategy · about five weeks
It starts with Unrealized Gain. We scan your website, interview your partners and team one by one, and talk with six to eight of your clients. Then a leadership session to agree on what we found.
One positioning idea every advisor can say
A messaging framework, and the voice and tone to say it in
A brand plan for your niches, programs and offices
A clear call: refresh or rebrand
The strategy is yours to keep, whatever you decide next.
02 · Identity and website
You choose the path after strategy, not before.
Keep the equity you've built and sharpen it.Build one new system that holds the whole firm together.
- Identity
- Logo refinement, updated colors and typeNew identity system, with marks for your programs
- Guidelines
- Updated guidelinesFull brand book
- Firm File
- One file for the firmFirm and advisor versions
- Website
- New look on your existing pagesNew structure, copy, advisor pages and landing pages
- Imagery
- Direction from the photos you haveArt direction and a photo and illustration system
- Materials
- Core templatesClient and prospect materials, and signage
Add if you need themMotion and interaction · A brand video · A photo shoot · A launch kit
Already work with a web developer or SEO partner? Keep them. We hand off files built for them.
03 · Retainer · optional, after launch
The site is the first piece. The support after it is the rest: updates, maintenance, someone to call.
You get a range before we start. The final number is set at the end of strategy, inside that range.
Fifty advisors, one audience, one story, agreed before any design began. The brand book and website came after.
Their best differentiator, a free one-page plan, wasn’t on their website. We found it and built the brand around it.
Omaha, NE · working with firms across the US
Josh Passler
Founder
Former financial advisor at TD Ameritrade and TIAA
Melinda Livsey
Brand strategy
Leads client interviews and leadership alignment
About 14 to 16 weeks from the first interview to launch. Strategy is about five weeks of that.
You don’t have to decide now. Strategy ends with a clear recommendation, and you choose the path then.
Yes. We design and hand off files built for them. If you’d rather we build it, we do that too.
A fee scoped to your firm and tied to value, never to hours. You get a range before we start and a final number at the end of strategy.
The Identity Sprint is a complete brand in two weeks for the only advisor in a firm. The Flagship is for firms with a team: interviews across the firm, a brand plan for every program, and a website built around it.