Fintech Impact

Advisor Brand Builder with Tina Powell | E321


Listen Later

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/ 


Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Fintech ImpactBy Jason Pereira

  • 3.9
  • 3.9
  • 3.9
  • 3.9
  • 3.9

3.9

7 ratings


More shows like Fintech Impact

View all
WSJ Tech News Briefing by The Wall Street Journal

WSJ Tech News Briefing

1,628 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,313 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,739 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

224,243 Listeners

The GaryVee Audio Experience by Gary Vaynerchuk

The GaryVee Audio Experience

16,799 Listeners

The Daily by The New York Times

The Daily

110,901 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,984 Listeners

PayPod: The Payments and Fintech Podcast by Soar Payments LLC

PayPod: The Payments and Fintech Podcast

13 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

432 Listeners

WealthTech Today by Craig Iskowitz

WealthTech Today

13 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,050 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

238 Listeners

The WealthStack Podcast by Shannon Rosic

The WealthStack Podcast

3 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

983 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

32 Listeners