Rebranding Guide

Reflect on Your Business

Please complete this form so our team can assist you with your brand. A marketing consultant will be in touch with the next steps after submission.

LinkedIn
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1. Name*
First Last
2. Email*
3. Phone*
4. Company*
5. What do you want your firm name to convey about your business?*
Select all that apply
- I want my firm name to speak to the client experience we deliver
- I want my firm name to reflect our core values first and foremost
- I want my firm name to represent our mission statement
- I want my firm name to attract a specific niche market, lifestyle, or demographic
- I want my firm name to directly address the challenges my ideal clients face
- Other (describe below)
Other*
6. What is the client persona of the people you serve?*
7. What interests and hobbies do they have?*
8. What kind of services are they most interested in receiving from you?*
9. Is there anything unique or inspiring about why you became an advisor?*
10. If you could describe your value proposition in 15 words or less, what words would you use?*
11. At a high level, describe how the planning process works in your firm.*
12. Choose 3-5 words that describe the way people should feel after hearing your firm’s name?*
13. Provide a list of possible firm name ideas:*