How is your practice being perceived?

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Because we work exclusively within the financial services industry, we understand how to position and present your practice in order to convey value, engage clients and generate growth.

10 Advantages of Working with AdvisorBranding

Advisors who see the most
value from our service:

Are looking to grow
their practice

Are looking to heighten client perceptions and deliver experiences that delight

Are leading a well-run
business and want more

Hold $50mil+ in AUM
or have gross annual
production at $750k+

Are looking to define
and specialize around
a natural market

Are top producers / Branch Managers / Firms looking to recruit top IAs

A clear and compliant 3-step program

We help advisors reach their goals through our proven 3-step work flow.

A clear and compliant 3-step program

Brand Identifier Sessions

The Brand Identifier is the process of uncovering your core value. Through our workbook and individual sessions, we work with you to clarify the central points of relevance, including your Strategic Significance, Selective Services and Unique POS Approach

The Brand Advantage

We equip you with invaluable perception building brand deliverables that communicate your relevance to your target market. This gives you the advantage of being seen as a well-established market specialist.

Compliance Accountability

We work with both compliance and dealer brand standards to ensure everything we produce gains approval and acceptance. Having worked with hundreds of advisors and the firms they represent, we know professionalism wins.

Our Story

In the financial services industry, with each major shift comes a split between those who capture opportunity and those who do not. In recent years, we’ve seen change in the marketplace driven in large part by the commoditization of advice, where tech-based investment solutions are lowering the perceived market value of investment services. This means full-service advisors need to stand apart from generic service offerings and the homogenous messaging that accompanies them – what’s needed is better positioning around the needs of the individual market you serve, and more clarity around the value of what you do for your clients.

Our purpose is to help advisors capture new opportunities by uncovering and presenting the full value of what they provide. Through custom-built, premium deliverables, we convey the highly personalized and high-touch nature of each practice, so that advisors can go to market with a relevant competitive advantage.

Over the last 20 years, Jeff Malcolm has become a recognized expert in branding and marketing for advisors and the wealth advisory firms they represent. He leads a team at AdvisorBranding, helping hundreds of advisors across North America take their businesses to the next level by building strategic experiences, developing turnkey client development programs and delivering custom engagement tools designed for growth.

Our team

Our team is a diverse group of creative thinkers, brand experts, strategists, designers and developers, who are all ready to help you create and market your brand.

Jeff Malcolm

Jeff Malcolm

President

Tiff Malcolm

Tiff Malcolm

Operations

Colleen Carroll

Colleen Carroll

Copy Director

Hanbi Kim

Hanbi Kim

Senior Designer

Saud Khan

Saud Khan

Lead Software Engineer

Lisa Park

Lisa Park

Designer

Jolene D’Mello

Jolene D’Mello

Marketing Co-ordinator

Elan Gardner

Elan Gardner

Marketing Assistant

Ashley Pereira

Ashley Pereira

Marketing Assistant

Now you know our story. Let’s talk about yours.

“Advisor Branding has been a tremendous help to us. We really appreciated their patience and attention to detail. They helped us brand the processes and services that we have been providing for the past 20 years into a professional package that is easy for our clients to understand and for us to use.”

Robert Wright
Partner, Mowbray & Wright

Our Recent Thoughts

Jun 8, 2018
TD Atlantic Connect: An Amazing and Productive Experience

I’ve just finished up at TD’s Atlantic Connect event, and I want to thank everyone involved for an amazing experience. The atmosphere was buzzing with ideas and insights, and it was great to hear the perspectives of such a wide […]

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Jun 5, 2018
TD Atlantic Connect: A Few Days of Idea Sharing and Growth Strategy

I’ll be presenting at TD Wealth’s annual Atlantic Connect event for leading TD advisors in Atlantic Canada. Atlantic Connect is an event hosted by TD PWM in beautiful Fox Harb’r, Nova Scotia. It’s purpose is to connect TD’s Atlantic Canada advisors with […]

Read more >
Feb 20, 2018
Average is everywhere, so what are you doing to communicate the depth of your service?

Let’s start by looking at what we do as a profession. How do we talk about it? How do we address the complexity of what we do? Do we turn to conventions and commonplace phrases in attempt to convey our […]

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