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cover art for Advisor Brand Builder with Tina Powell | E321

Fintech Impact

Advisor Brand Builder with Tina Powell | E321

Ep. 321
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Jason Pereira interviews Tina Powell, Partner and Chief of Community at Intention.ly, and introduces the Advisor Brand Builder tool. Designed to assist financial advisors in crafting their brand identity efficiently and effectively, the tool promises to revolutionize the branding process for financial professionals. Through their discussion, Tina Powell sheds light on the significance of strong branding in the financial services industry, the innovative approach of Advisor Brand Builder, and offers invaluable insights into leveraging technology for branding.


Episode Highlights:

  • 00:31: Tina Powell expresses her enthusiasm for being a part of the podcast and her recent encounter with Jason at T3. This initial interaction highlights Tina's vibrant presence in the financial industry and hints at the valuable insights she's poised to share on branding strategies.
  • 02:25: Tina delves into the common misconception equating brand with a logo and elaborates on the complexity of branding, including messaging, positioning statements, and the emotional connection brands forge with their audience. This explanation is crucial for understanding the comprehensive services offered by Advisor Brand Builder.
  • 03:31: By discussing the technology behind Advisor Brand Builder, Tina highlights how it combines AI with a human touch to tailor branding solutions for financial advisors. This fusion aims to address the unique challenges in financial advisory branding with both efficiency and personalization.
  • 05:20: The conversation shifts towards the technical workings and user experience of Advisor Brand Builder. Tina explains the step-by-step process advisors undergo in creating their brand through the tool, demystifying the technology and showcasing its accessibility.
  • 09:17: Tina stresses the importance of integrating advisors origin stories, values, and unique differentiators into their branding strategy. This segment illuminates Advisor Brand Builders capacity to capture and convey the deeper narratives that distinguish financial advisors.
  • 24:15: The final segments offer a comprehensive list of deliverables provided by Advisor Brand Builder, including visual elements, messaging, website copy, and more. Tina elaborates on how these components converge to form a cohesive brand identity tailored to each advisor’s vision and values.


Key Points:

  • Branding in financial advisory is about more than just a logo; it encompasses messaging, values, and an emotional connection with the audience.
  • Advisor Brand Builder leverages a combination of AI and professional insight to offer personalized and effective brand development, significantly reducing the time and cost associated with traditional methods.
  • The tool’s intuitive design and comprehensive questionnaire ensure that each advisor’s unique story and values are at the forefront of their brand identity, reinforcing the importance of authenticity in marketing.


Tweetable Quotes:

  • "A brand is more than a logo; it's an emotional connection and perception people have about you." - Tina Powell
  • "With Advisor Brand Builder, transforming branding from months and thousands of dollars to days and cost-effective solutions is now a reality." - Tina Powell
  • "Human stories and values are the heartbeat of your brand. Let them speak through your branding." - Tina Powell


Resources Mentioned:

  • Facebook – Jason Pereira's Facebook
  • LinkedIn – Jason Pereira's LinkedIn
  • Woodgate.com – Sponsor
  • LinkedIn – Jason Pereira's LinkedIn
  • https://www.linkedin.com/in/tinapowell/ 


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