Dealer rebrand on the horizon? Stay focused on what matters.
Is your dealer rebranding? That means managing client awareness, updating signage, reprinting business cards, refreshing your website, redesigning brochures, and navigating compliance approvals. All while you're trying to meet with clients and run your business.
Sound like a headache? It is.
Here's the reality:
Rebrands aren't just about swapping out a logo. You're coordinating vendors, managing compliance submissions, tracking reimbursement requirements, updating digital assets, and making sure nothing falls through the cracks. That's time spent on tasks that pull you away from what actually grows your practice.
What if you didn't have to do any of it?
We specialize in managing these transitions. We've built a system designed specifically to navigate dealer rebrands for independent advisory practices. We know how every moving part needs to fit together – and more importantly, we know how to remove the burden.
We quarterback your entire rebrand transition:
- End-to-End Signage Management: From exterior building signs to internal office branding and window decals, we can manage the entire process – design, production, and installation – through our national partners, or your preferred local vendors.
- Complete Print and Digital Collateral: Business cards, brochures, folders, letterheads, email signatures. We update, design, and coordinate production through our network of print shops, delivering materials that reflect your new brand consistently.
- Website and Social Media Refresh and Alignment: We can manage the updates to your digital properties to reflect the new brand, titles, disclosures and disclaimers, ensuring everything is aligned and compliant.
- Streamlined Compliance Navigation: We manage all pre-approval submissions and act as the direct liaison for compliance reviews, saving you the back-and-forth.
- Reimbursement Coordination: We track eligible expenses and help streamline your reimbursement process with the dealer, ensuring you maximize available funding.
Need everything managed? We'll handle it.
Just need help with a few materials? We can do that, too.
We offer fully managed coordination for advisors who want the entire rebrand handled, or targeted support for those who just need help with specific pieces. As much or as little as you need – we adapt to how you work.