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Branding Resources

Brand Impact Assessment

The Brand Impact Assessment helps financial advisors and firms gain insights on the effectiveness of their branding and marketing strategies and implementation.

The worksheet walks you through your brand’s effectiveness across five categories:

| Who You Are | Brand Style | Brand Depth | Sharing Your Story | Expanding Your Vision |

Each of these categories will ask you specific questions relating to your brand.

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The Brand Impact Assessment helps financial advisors and firms gain insights on the effectiveness of their branding and marketing strategies and implementation.

The worksheet walks you through your brand’s effectiveness across five categories:

| Who You Are | Brand Style | Brand Depth | Sharing Your Story | Expanding Your Vision |

Each of these categories will ask you specific questions relating to your brand.

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