Brand Discovery - Dan Cuprill

BRAND TONE AND TEMPERAMENT

Phrases and Headlines that capture the M&C Brand We Alleviate 3am Worries Your Current Advisor is Probably Ripping You Off and You Don’t Know It If It’s Free Advice, It’s a Sales Proposal. Without a Plan, It’s a Sales Proposal (We don’t know what to “sell” you without doing a full diagnostic) Returns Don’t Matter, Your Security Matters Don’t Show Numbers, Talk About Numbers Our Industry Tries to Make It Complicated to Convince People They Need Us. It’s Not Complicated. Your Investment Strategy Shouldn’t Be Based on a Crystal Ball Successfully Advising Clients is Not About Math We Stop You From Making Emotional Decisions Why Most Brokers Are Ripping Off Their Clients (Because of Stock Picking and Market Predictions) Retirement Rescue Your Investment Strategies Have More In Common with a Crystal Ball Than a Crystal Ball We Relieve Financial Anxiety

M&C Brand Summary Report 14