Complete Marketing Support

A dynamic suite of tools, resources, and consultative guidance helps you differentiate your business and elevate your brand and reputation.

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A marketing road map with personalized guidance

Promote your brand promise with maximum impact to attract prospects, retain clients, and deepen relationships. A self-serve Brand Studio dashboard puts tools, content, and support at your fingertips. And consultants provide strategic and tactical advice for developing a compelling brand story and a website that sets you apart.

Build your marketing strategy

An interactive Strategy Builder application aligns your business and marketing goals, creating strategy and tactics that are right for you.

  • Develop your brand positioning and identify key target audiences.
  • Download a model marketing plan that you can customize.
  • Access educational articles and videos that guide your efforts.

Video: How JoanAnn and her team strengthened their marketing to better connect with clients


JoanAnn Natola, AIF®, and her partners revitalized their brand to attract the right clients. A multipronged approach proposed by our Advisor Marketing team was a turning point. Watch the video.

Access turnkey materials that are customizable

A Studio Toolkit platform features a broad range of preapproved communications you can personalize to keep your clients and prospects engaged.

  • Monthly market commentaries, newsletters, and research
  • Articles of interest and handouts on current, relevant topics
  • Client worksheets
  • Ads for print publications

Maggie Johndrow, Johndrow Wealth Managementwith Commonwealth since 2017

5 Steps Mktg Plan Offer

Looking to step up your marketing efforts?

Get strategic guidance

Tap our consultants for help developing your brand and creating an engaging experience for your target audience.

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"Thank you to everyone for helping create this amazing brand and business. I am so grateful for all of you."

Dana Pollard, CFP®, CEO and Principal, Lumitas

with Commonwealth since 2022

  • Leverage your core strengths and reinforce your value to clients.
  • Get strategic advice to help you put your marketing plan into action.
  • Access professional creative support for naming your firm and designing a custom logo.

Design a website with impact

Turn your website into a marketing centerpiece that stands out. Consultants work with you to provide full-service strategic direction and site development, from start to finish.

  • Build a strong digital identity with strategic positioning and key messaging.
  • Reinforce your brand with professional design and writing.
  • Optimize your website with quality assurance and responsive design testing.

Sarah Howes Headshot

Hi, I'm Sarah, vice president of advisor marketing at Commonwealth.

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