Golden arches. Bright orange bucket. Purple and orange text on a white box truck. Polar bears drinking from a glass bottle... I bet you thought of a company brand with each of those descriptions. That is the power of branding. The most important ingredients to unleashing this superpower are visibility and consistency, which is exactly what advisors get when they set their brand up with Kalli Collective.
With our financial advisor brand setup service, our clients walk away with optimized accounts designed to engage their prospects, a suite of assets and collateral to represent their brand, and the power to keep their internal team and external vendors consistent in their brand execution.
Ready to give your brand a voice?
Make sure your website is optimized for search engines. Walk away with a list of your site's current keywords and suggested keywords.
Engage your clients, prospects, and referral sources by creating content around the subjects that resonate with them. We'll create a list of the key topics you should reference when creating content.
We take stock of what you have, don't have, and wish you had:
After we've reviewed your answers internally, we'll research and take notes on what we think will take your marketing to the next level. On our kick-off call we'll discuss and evaluate our suggestions on:
Logo, colors, icons, shapes, fonts, tone, audience, everything needed to execute a consistent brand with a call to review & approve.
Create optimized accounts on the platforms determined in step 2 - descriptions, banners, profile pics, and everything in between with a call to review & approve.
Create updated client documents and an email newsletter template. Deliver all finalized assets (logo, icons, graphics).
FYI, we use cookies to optimize your experience with our brand online.
👋 Hi there, as an FYI, we use cookies to optimize your experience with our brand online. See our privacy policy here.
