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
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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
If I'm jumping into a last-minute meeting with a client or prospect, I know I can always find documents or presentations that are compliance-approved on almost any financial topic! In this fast-paced world, it's important to be able to have these sorts of resources at your fingertips.
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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.