Branding Services for Financial
Advisory Firms and Accounting Firms
Impactful Branding for Financial Advisors and Accountants
Your firm’s brand is its identity. It’s the story that sets your firm apart from others. It’s the feeling someone has when they hear your firm’s name. It’s so much more than a website or logo.
Truth be told, your firm’s brand should encompass everything from the way you answer your phone to the color of your office walls. It should clearly represent your firm—its values, culture, services, and people.
A powerfully recognizable brand is critical to your firm’s ability to grow. But creating and establishing one is easier said than done. What’s more, your firm’s brand must be nurtured and strengthened over time. Branding is never “one and done.”
Whether you’re looking to create or refresh your firm’s brand, the experts at Align can help.
Set your firm apart with branding services for financial advisory firms and accounting firms.
At Align, we can help you with establishing a new brand or strengthening the one your firm has had for decades. Our branding process begins by taking an objective look at your firm. Depending on your goals, we interview employees and clients, assess your existing brand (if applicable), design or refresh your visual identity, and develop messages and brand standards that resonate with you and your audiences and, if required, pass muster with your compliance officers.
With a team that includes talented graphic designers, we can design and print marketing materials—such as stationery, sell sheets, and other marketing collateral—for your CPA or financial advisory firm. We design from the ground up to give your firm a look and feel that aligns with your brand. You won’t find templates here.
Creating Key Differentiators
What makes your firm unique? Discovering this can be challenging, but our marketing strategists use client and employee interviews, competitor research, and brand audits to find out.
By exploring your firm’s stories and experiences, we craft memorable differentiators that set you apart. Let’s uncover what makes you stand out.
Crafting Brand Messaging
Your firm’s brand messages are crucial differentiators. Every client, prospect, or referral interaction reinforces these messages, so clear, strong, and consistent messaging is essential.
Our marketing strategists and copywriters excel at crafting impactful messages for financial advisors and CPAs, ensuring your firm’s story is memorable and cohesive. Let us help you make a lasting impression.
Designing Brand Identity
A strong brand identity enhances your firm’s reputation, sets you apart from competitors, and attracts your ideal clients.
Our design experts work with you to create or refresh your brand’s visuals, including a new or updated logo and color palette, reflecting the value your firm offers. Let us help you build a brand that resonates and stands out.
Establishing Brand Experience
Every client interaction is a chance to strengthen your brand. From phone etiquette to office ambiance and website navigation, Align helps you ensure each touchpoint aligns with your firm’s brand.
We identify key experiences and guide you in making them consistent and impactful, building trust and enhancing your firm’s reputation.
Branding for financial advisors and accountants that aligns with your goals.
Our branding experts have more than 150 years of combined experience in helping CPA and financial advisory firms thrive. When you partner with Align, you gain access to a dedicated, proven team of experts who know the nuances of your industry. We work with you to provide the level of support you need, whether it’s a full rebrand or a tweak to your firm’s brand messages. We’re here to help position your firm for a prosperous future.
Frequently Asked Questions