Your one-page brand overview is an incredibly helpful marketing piece that will guide those who could refer you to effectively describe what you do as an advisor. And, it will help those you work with to describe your mission and your specialties, consistently and concisely as well. There are 5 sections to include in your "Branding One-Sheet."

1.  What makes us different? Describe what you do that is truly unique (it may just be you and your team that truly make you stand out).

2.  One sentence firm description or tagline. We're in an advisory business to… (a simple sentence that your referrer will remember).

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