Advisor, we have four problems.

Let's fix them and get you more referrals.

How would you like to attract the audiences – the referrals, the clients, the staff and strategic partners, the speaking opportunities, the media attention and more – you seek?

First you have to solve the Four Advisor Problems:

 
  1. Saying what you do instead of why you do it;
  2. Saying the same thing as other advisors;
  3. Looking Low Net Worth;
  4. Being Brand Blind.
 

Chances are, you’ve got all of them. In this course, advisor branding expert Andris Pone shows you how to build your very own, one-of-a-kind personal brand foundation that expresses your unique value proposition, and then an elevator speech that brings it to life.

Then you’ll have the option of getting a professional headshot done remotely – and suddenly you’ll be a LinkedIn One-Percenter, where you’ll be shown how to launch with a splash! Then get ongoing social media support if you want it.

Course curriculum

  • 1

    MASTERCLASS

    • MASTERCLASS
  • 2

    PART ONE: PLANNING IT

    • Introduction

    • What is a brand?

    • Quiz 1.1

    • Do what you love

    • Quiz 1.2

    • Core purpose background

    • Quiz 1.3

    • Position/tagline background

    • Quiz 1.4

    • Character background

    • Quiz 1.5

    • Reasons to believe background

    • Quiz 1.6

    • How to do the prework

    • Quiz 1.7

    • The prework

  • 3

    PART TWO: BUILDING IT

    • Watch your language

    • Quiz 2.1

    • How to write your core purpose

    • Quiz 2.2

    • How to write your position/tagline

    • Quiz 2.3

    • How to write your character

    • Quiz 2.4

    • How to write your reasons to believe

    • Quiz 2.5

    • Finalizing your brand foundation

    • Quiz 2.6
  • 4

    PART THREE: LIVING IT

    • Create your elevator speech

    • Quiz 3.1

    • Get your Remote Director headshot

    • Quiz 3.2

    • Be a LinkedIn One-Percenter

    • Quiz 3.3

    • Launch your brand on LinkedIn

    • Quiz 3.4

    • Personal branding isn't about you - and a very special offer

Enrol now

Uncover and leverage your unique value proposition – and get more referrals

GET STARTED NOW

Instructor

Andris Pone, BA, MBA

Andris believes that every financial advisor has a unique gift and the right to share it. As a world-class wordsmith, he has more than 25 years of experience helping advisors, and corporate clients Four Seasons, Sun Life, RBC, Raymond James, CI Assante, BMO and many others, express one-of-a-kind brands.

Andris is co-author of the #1 Globe and Mail-bestselling Brand: It Ain’t the Logo and author of the Amazon-bestselling Attract: Power Up Your One-of-a-Kind Personal Brand. He has appeared as a branding expert on Fox News, CBC’s The National, CBC Radio One, the National Post and the Globe and Mail.

Andris graduated summa cum laude with a degree in Political Science from Saint Mary’s University and also holds an MBA from the Schulich School of Business at York University.

Clients

Sun Life logo
CI Assante logo
Raymond James logo
BMO Nesbitt Burns logo

Testimonials

"The benefits are immense."

I have been through your process. It was very engaging. I feel that investment advisors need to invest in branding work. The benefits are immense, and the return on investment is felt for many years. Keep doing great work!

Wayne Miller, BMath, ASA
Associate Vice-President, Business Development & Consulting
Sun Life

"Your work is getting us more referrals."

Ian Ardill

Andris, I am so excited because your work on our brand is getting us more referrals, because people are checking us out online before they meet us, and they are so impressed by what they see. Thank you!

IAN ARDILL, B.A., M.T.S. 
Private Wealth Advisor
CEO, Ardill Group