Common Agency Services

A focused strategy session for firms thinking through positioning, rebranding, naming direction, succession-related brand changes, or how the firm should present itself moving forward. This is often a helpful first step when a firm needs strategic clarity before committing to a larger brand initiative.

A full naming process where we lead discovery, creative development, and vetting to provide three fully vetted finalist names. This includes strategic exploration, creative development, preliminary competitive review, trademark screening considerations, domain availability review, and rationale for each finalist.

A strategic evaluation process for firms that already have names under consideration. We evaluate up to 10 names from a strategic, market-facing, competitive, trademark, and domain standpoint to help advisors pressure-test whether the names they are considering are viable, distinctive, and aligned with the future of the firm.

Custom logo development designed to create a distinctive, versatile mark that can work across digital, print, and branded materials. This includes logo development, color direction, typography direction, logo variations, basic usage guidance, and final file package.

Strategic announcement language for major firm changes such as launching a new brand, going independent, adding a partner, communicating a succession plan, or sharing another important transition.

Web Presence services help you create and maintain a polished, strategic digital presence. This work supports how your firm is found and evaluated online, from your website and social media profiles to search engines and AI tools, ensuring your brand stays current, credible, and aligned with the caliber of clients you serve.

Custom websites are designed to elevate the firm’s online presence and create a strong first impression for referrals and prospects. Website projects focus on design, structure, and development; messaging and copywriting are scoped separately.

Core messaging that tells the firm’s story and showcases who they serve, how they help, and what sets them apart. This messaging becomes the foundation for the website, collateral, presentations, and future marketing initiatives.

Deeper website content that explains the firm’s areas of expertise, including the markets they serve, the services they provide, and the planning topics they want to be known for. This content helps prospects better understand the firm’s value while also supporting search visibility and AI-driven discovery.

Comprehensive segmented bios designed to showcase experience, personality, and credibility.

Creation or optimization of social media profile content and graphics so profiles are complete, polished, and aligned with the firm’s brand.

Back-end website optimization designed to maximize visibility on search engines and AI platforms. This may include title tags, meta descriptions, heading structure, internal linking, schema markup, FAQ structure, image alt text, sitemap review, page hierarchy, and other technical or structural improvements for AEO, GEO, and SEO.

Ongoing updates to an existing website, including text edits, image swaps, new and updated bios, new blog posts, new expertise pages, disclosure changes, and more.

Materials & Collateral services help you build a cohesive brand across every touchpoint. These materials create consistency beyond the website and give you polished tools you can use with prospects, clients, centers of influence, referral partners, internal teams, and other key audiences.

A polished firm presentation that can be used live in meetings, sent as a PDF before or after a meeting, shared with centers of influence, or printed for select prospects and clients. This is often one of the most useful tools for introducing the firm beyond the website.

A branded onboarding or welcome piece that introduces the firm, outlines next steps, sets expectations, introduces key contacts, and creates a more polished early client experience.

Professionally designed documents of varying lengths that can be used to highlight the firm, its people, services, departments, planning approach, engagement options, or specific initiatives. These pieces are created for polished digital or print distribution. (Show me an example)

A polished, branded fillable PDF or other document format designed to help the firm gather client information in a way that is customized to its process, services, and specific needs.

Reusable templates that help the firm create polished, professional documents such as meeting agendas, executive summaries, meeting recaps, and more.

Strategic guidance, vendor recommendations, and design direction for branded merchandise such as apparel, drinkware, notebooks, client gifts, and event giveaways.

Once the brand foundation is built and core materials are in place, the next step is putting everything to work with purpose and intention. Our Ongoing Growth services are designed to help you stay focused on the right strategies, maintain consistent momentum, and keep important initiatives off the back burner.

Collaborative strategy sessions on growth topics, including AI/search visibility, client experience planning, prospect onboarding, advisor recruiting, next-gen programs, COI development, client gifting and events, social media marketing, local advertising, and more.

A comprehensive plan that identifies the initiatives most likely to move the firm forward and turns them into a prioritized roadmap.

A monthly retainer option for firms that want consistent help with marketing, content, client communication, social media posts, website updates, and other growth initiatives.

Custom thought leadership and campaign content created for ongoing marketing efforts, including website blogs, case studies, newsletters, email campaigns, white papers, e-books, and more.