Build a Brand Identity That Sets You Apart

Building a memorable brand takes more than a polished website or the latest AI tools.

Join us for an Insider Insights session with Karin Haggard, founder of K.Haggard Design, where you'll learn how to develop a strong brand identity that reflects who you are and resonates with the clients you want to serve.

Karin will share why authentic branding has become one of the biggest differentiators for independent advisors, along with practical strategies for building a recognizable brand, refining your messaging, and strengthening your brand management over time. Using real-life member examples, she'll show how advisors can stand out by leaning into their perspective, personality, and niche rather than blending into generic marketing.

In this session, you'll have the opportunity to learn about:

• Why authenticity matters more than ever in an AI-driven world
• How to define a brand identity that reflects your values and ideal clients
• Ways to clarify your messaging so it resonates with the people you want to serve
• Real examples of advisor brands that stand out
• A simple framework for effective brand management as your firm grows
• How to translate your positioning into website and marketing copy

Whether you're building a new firm, refreshing your website, or refining your marketing strategy, you'll leave with practical ideas and a clearer understanding of how to create a brand that feels authentic, communicates your value, and stays consistent as your business evolves.