Strategic POSITIONING for companies at the forefront of advice
Position your company and your advisers to win: Relevance · Referrals · Retention
TRUSTED BY
The advice landscape is shifting fast. Intergenerational wealth transfer, rising client expectations, and “sameness” in the market make differentiation hard - and staying referable even harder.
We help wealth management companies clarify their unique position, develop innovative new services/products and equip advisers with a distinctive point of view so you remain relevant, generate high-quality referrals, and deepen client retention.
Relevance: Own a clear company narrative and adviser positioning that cuts through “holistic advice” sameness.
Referrals: Give clients and partners a simple story to retell - so referrals increase in quality and quantity.
Retention: Build emotional connection and trust across generations; keep relationships through life transitions.
WhERE LEGACY MEETS LANGUAGE
Strategic re-POSITIONING
re-position for relevancy
Company strategic messaging & positioning workshops
Brand Narrative Interviews (clients, advisers, leaders)
Company Unique Positioning Matrix
Brand Tone Of Voice
Individual adviser positioning using the RE-AUTHOR framework
LinkedIn Presence
Special Projects: Product & Service Innovation
Who is this for
Forward-thinking leaders who want their company and advisers positioned at the forefront of advice during the wealth transfer -CEOs, Managing Partners, and Advisers who value stewardship, premium service, and long-term relationships.
Position your company & advisers to win in the changing advice landscape.
Led by Nim de Swardt, a narrative practitioner for leading wealth companies. I turn values into commercial language your advisers can use tomorrow - driving Relevance, Referrals, and Retention.
Former Chief Next Generation Officer (7th-gen, $16B family enterprise). 20+ years in narrative strategy for significant families and advice.
