Professional Documents
Culture Documents
Advisory Firms
How to Brand
& Sell Your
Expertise
Online
The Rayvn Method
By Denny Kurien
website: www.rayvn.io
instagram: @rayvndesign
CASE-STUDY EXAMPLE:
Here are a
few examples
of successful
brands
that we’ve
developed: Normand PLLC. Branding for a maverick law-firm in Florida
that specializes in high-profile class-action lawsuits
Wise Fitness. Branding for fitness training Love Money Journal. Branding for Sarah
program for women (50+). Carlson - Financial Advisor, Entrepreneur,
Mother of 4, who wants to empower women
to achieve financial freedom.
• Credible
• Personable
• Memorable
• Trustworthy
Benefits of having a
strong brand:
What is
your niche?
In order to be seen as an expert,
you need to find your niche.
Think of a niche as a business’
specialty or what you’re best
known for offering. By focusing
on a specific market, product,
or service you are able to really
hone in on finding quality
clients.
Financial Advisor
Financial Advisor for
Entreprenerus
Niche Financial Advisor for
Female Entrepreneurs
Financial Advisor for
Women Entrepreneurs who
CASE-STUDY EXAMPLE:
are also single parents
Your target
audience
Every brand must have an
audience. Without an audience,
you have no one to make an offer
to, or make an impact on.
EXAMPLE:
What is a Positioning
Statement?
A Positioning Statement is a brief description that defines:
+ what your busines does
+ who it does it for
+ the unique way that it does it to generate a particular result.
EXAMPLE 1:
1
We are a social media marketing 1 (what you do) +
2
2 (your client type) +
firm, that help restaurant owners
3
3 (your services) +
manage their instagram to create 4 (the results it generates)
4
repeat customers and loyal fans
Positioning Statement
EXAMPLE 3: (our business)
1
We are a brand strategy & design firm, 1 (what you do) +
2 2 (your client type) +
that help knowledge-based businesses 3 (your services) +
3
create premium brands, so they can 4 (the results it generates)
4
attract high-paying clients.
1 2
EXAMPLE 4: (our client) I am a financial advisor, that help single
3
women entrepreneurs, manage their 1 (what you do) +
4 2 (your client type) +
money so that they can retire debt- 3 (your services) +
free and achieve personal & financial 4 (the results it generates)
fulfillment.
your offer
(see module 4)
CASE-STUDY EXAMPLE:
Sarah Carlson is a
Financial Advisor.
Her target audience are
women entrpreneurs
between the ages of 35 to
65. They are well seasoned,
independent, and are
seeking advice & wisdom
on generating wealth so
that they could retire
comfortably.
CASE-STUDY EXAMPLE:
CASE-STUDY EXAMPLE:
CASE-STUDY EXAMPLE:
Concept 1 was the final brand identity that was approved for Love Money Journal. The blue resonated
with Sarah because she was a graduate of Yale University (Yale’s colors). The serif font brought sophistication &
elegance, while the hand-written gold signature typeface for ‘Sarah Carlson’ made it personable & approachable.
Your Offer
Position yourself as a
specialist, not a generalist.
Your offer should not be
generic and vague.
CASE-STUDY EXAMPLE:
Sarah Carlson is a Financial Advisor. She wants to
educate women on personal finance. Her audience are
female entrepreneurs who are looking for advice on how
to manage their money, build wealth, and retire happy.
Her offer is all about changing people’s mindset towards
money - going from fearing money to thriving with it.
www.lovemoneyjournal.com
04.
from fear
yo ur goals eight w eeks f ro m no w? What a re y our
in 8 steps.
8 weeks from now …
(note: You can create this yourself, or hire the help of a professional designer.)
Your Website
What to include on
your website?
• Your logo & unique color palette
• Your postioning statement
• A professional photograph of you & your team
• The services you offer (provide case-studies if needed)
• Social proof (testimonials of happy clients who have hired you for your services in the past).
• Logos of companies you’ve worked with.
• Awards & Accolades Won / Online publications where you’ve been featured.
• A clear call-to-action
• About your company
• Online calendar for prospects to schedule consulting with you
professional
photograph
your value
proposition
/ positioning
statement
introduce
your offer
your offer
Here’s the landing-page we created using & call to action
the Wix website-builder platform for (free lead-
http://lovemoneyjournal.com magnet)
About you -
your story.
Contact
form
For the purpose of this work-book, I’ve chosen Instagram (but you can
choose Facebook, LinkedIn, Twitter, YouTube, TikTok - the concept will
still be the same).
If you decide to use multiple social media channels, be sure to use the same
name, photo. and bio on all your social media channels. Upload content at a
consistency that is comfortable to you, but stay regular.
Anatomy of your
Instagram channel
your instagram handle (seo)
your story
Curated instagram
feed that is a mix of:
• single posts
• carousels
• videos
CASE-STUDY EXAMPLE:
Sarah Carlson is a Financial Planner.
These are the questions she gets asked the most
from people who approach her. These are their
pain-points that they want advice on. We divided
her expertise into 4 topics: Retirement, Trauma,
Money Mindset, & Budgeting:
Teach what
you know
CASE-STUDY EXAMPLE:
This is an examples of
a post we created for
Sarah Carlson.
She provides financial
advice to female
entrpreneurs who might be
going through separation.
To target the right audience, you need to use 30 relevant hashtags within your niche.
For instagram accounts starting out (like Sarah’s) we recommend using 20 small
hashtags (10K to 300K posts), and 10 medium hashtags (301K to 1M posts). Here’s how
to find the right hashtags:
What’s the Post about (3) Who am I (7): What I help with (20):
#divorcerecovery #lovemoneyjournal #empoweringwomennow
#divorceadvice #sarahcarlson #personalfinanceforwomen
#divorcesupport #spokanesmallbusiness #successtipsforwomen
. #moneyexpert #succestips
#moneyblogger #savingyoumoney
#financialadvisor #savingmoneymatters
#moneysavingexpert #womenandfinance
#financialplanningtips
#fromnetworktonetworth
#youngsmartmoney
instagram: @rayvndesign
email: denny@rayvn.io