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Own a brand with gravity
About BrandX

BrandX is the first-of-its-kind branding program designed exclusively for high-performing financial advisors and professionals ready for their next breakthrough.
We bring together three powerful pillars under one roof:
- The strategic clarity of a Brand Coach – to help you define and communicate your unique value.
- The business acumen of a Biz Coach – to align your brand with your long-term goals and growth strategies.
- The executional power of a Marketing Agency – to bring your brand to life through done-for-you assets, systems, and content.
At BrandX, we don’t just build brands — we build practices that thrive.
Mission and Vision
Our Mission:
Every advisor to own a Brand with Gravity
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Our Vision:
We create sought-after personal brands for
Financial Advisors through brand coaching,
executive-style content creation, & FA expertise.
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Meet the Coaches
Our BrandX Bootcamp
Personal Discovery
1
We help you uncover your unique strengths and the topics you naturally speak about with confidence and authenticity.
Target Market Analysis
3
Guiding you in defining your target market, shaping your personal brand to connect with it, and identifying the key pain points to address.
Story Brand
5
Develop a StoryBrand that reveals your ‘why’ and craft a clear, compelling message for your brand.
Online to Offline Engagement
7
Our approach guides you on engaging people across comments, DMs, and face-to-face meetings.
Business Audit
2
Review your current business position and gain greater clarity on where you are now and where you want to go.
Value Matrix Creation
4
Walk away with two outcomes: a StoryBrand that uncovers your core purpose, and a clear, aligned message for your brand
Social Media Strategy & Audit
6
Learn the 16 different content templates and their roles in brand building. Additionally, review your social media profiles for alignment.
Testimonials
Our clients share their experience with BrandX: