One day that transforms the way your business communicates.

Q: What is a brand positioning workshop?

It's a facilitated working session where your leadership team makes clear-cut decisions about who you serve best, how you help them, and what you're going to say on repeat to prove your value to them. You leave with a written messaging foundation your website, marketing, and team can all use.

Q: How is this different from hiring a branding agency?

A branding agency usually starts with your logo, colors, and website. We start by finding the words that will stick in the brains of your best clients. You can take the documents from the workshop straight to your designer or web team and make their lives a whole lot easier.

Q: How long does it take from start to finish?

Typically three to four weeks. Prep runs one to two weeks before the workshop day, and your finished documents arrive seven to ten business days after it.

Q: Do you work with companies outside the wealth management industry?

Yes. The same process works regardless of your industry, with the conversation built around the customers you serve best.

Q: What happens after the workshop?

Many firms take the documents and run with them. Others keep working with me on a fractional basis to make sure the message shows up consistently every week.

Q: Can we use AI to create our brand messaging instead?

AI is great at producing words but it can't make decisions for you or ask thoughtful questions if you're uncertain about your direction. It's designed to make you feel good and reinforce what you're already doing. Your next phase of growth demands that you be bolder than that.

The Brand Positioning Workshop is a one-day, in-person facilitated discussion with your leadership team. You walk in with five versions of who you are, and you walk out with a unified message, clear customer story, and the words your whole team will use to tell it.

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Some of the organizations we've served

Your marketing has a decision problem

Most firms aren't short on marketing activity.

But all that activity doesn't compound because no one can agree on a single, consistent message.

The workshop fixes the root cause by bringing you and your team together to reach clear, honest decisions about what you want to be known for and who you're going to serve best.

This is for you if:

Your partners each describe the firm's value or best clients differently
Your website sounds like every other firm in your market
You've grown, and your message hasn't kept up with where you are now
You're heading into a rebrand, M&A, new services, or a leadership change

How the workshop works

Before the workshop (one to two weeks out). Your team answers a short questionnaire, and I audit your digital presence, existing marketing, and the firms you compete with for clients. By the time we sit down, I already have insights for where to push our conversation into the most productive territory.

Workshop day. One full, facilitated group conversation. I walk your team through a proven story framework, then we build your positioning together. The disagreements (and resolutions to them) happen in the room instead of in the comments of a website draft six months from now.

After the workshop (seven to ten business days). I turn your decisions into finished, written documents. Your team reviews them, we make revisions, and you have a messaging foundation every person can work from.

A message everyone knows, loves, and can repeat

Your messaging and story are only useful if everyone can repeat them consistently. Once the in-person day is done, I deliver a set of documents that puts everything in writing and gives you an actual plan for making sure it sticks.

Customer Story Blueprint

The full narrative that describes the problem your clients face, how you guide them past it, and what success looks like on the other side.

One-liner

A single clear sentence you can use everywhere. It says what you do, who it's for, and why it matters.

Three Convictions

The three beliefs that make your approach different, and the backbone of everything you publish.

Taglines

Options rooted in your positioning, ready to use or adapt across content.

Brand Messaging Guide

Your positioning, story, and voice in one reference document.

Team Messaging Guide

Quick talking points so every partner and advisor describes the firm the same way in a first meeting.

Messaging Playbook

How to put your message into practice across your various growth channels.

Recognized as a leader in wealth management marketing

Thinkadvisor Luminaries Finalist 2026 - Three Crowns Marketing

Frequently Asked Questions

What is a brand positioning workshop?

How is this different from hiring a branding agency?

How long does it take from start to finish?

Do you work with companies outside the wealth management industry?

What happens after the workshop?

Can we use AI to create our brand messaging instead?

Stop second-guessing your marketing

If your team is ready to make the decision, let's find a date. The first call is thirty minutes to talk through where you are now, your future goals, and whether the workshop is the right next step.