Financial Advisor Success

Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick

May 6, 2025

Nicole Gopoian Wirick, President of Prosperity Wealth Strategies, shares her journey of crafting a compelling brand identity in the financial advisory world. She discusses how hiring a branding consultant helped her resonate with ideal clients and align marketing opportunities with her firm's philosophy. Nicole highlights the importance of personal values in attracting clients and reflects on adapting her brand as her business grows. She also shares insights on the emotional challenges of navigating business during the pandemic and implementing efficient technology for better client service.

01:29:59

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Episode guests

Nicole Gopoian Wirick

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Quick takeaways

Nicole Gopoian Wirick highlights the critical role of a unique brand identity that resonates with her financial planning philosophy and ideal clients.

Her proactive networking strategy includes building relationships with professionals like attorneys and CPAs to foster trust and generate referrals.

Nicole emphasizes the importance of resilience and alignment with personal values for long-term success beyond mere financial metrics.

Deep dives

Building a Unique Brand Identity

Nicole Gopoyan-Wyrick emphasizes the importance of creating a unique brand identity tailored to her approach to financial planning. After establishing her independent advisory firm, she hired a branding consultant to help her define what she wanted from her business, highlighting that personal reflection was key to understanding her goals. This process led to the development of her 'brand DNA,' which combines 'compassionate conversations' with 'planning tenacity.' This foundation not only shapes her business and marketing strategies but also directs her choice of marketing tactics, ensuring they align with her brand identity.

Intro

3min

Building a Brand in Financial Advisory

21min

Defining Prosperity and Its Connection to Personal Peace

2min

Aligning Values and Branding

14min

Aligning Branding with Media Engagement

16min

Navigating Business Challenges During a Pandemic

2min

Navigating Growth: A Financial Advisory's Journey

10min

Streamlining Financial Advisory Technology for Client Success

2min

Crafting Tailored Executive Summaries

5min

10.

Navigating the Entrepreneurial Journey

13min

11.

Defining Personal Success: Work, Community, and Fulfillment

2min

Nicole Gopoian Wirick is the President of Prosperity Wealth Strategies, an RIA based out of Michigan that oversees $70 million in assets under management for 40 households. What’s unique about Nicole is how she hired a branding consultant early on to develop a clear brand identity that reflects her financial planning philosophy and resonates with her ideal clients. This brand now acts as a filter for deciding which marketing opportunities are worth pursuing, helping her stay focused and aligned.

Listen in as Nicole shares how she developed a distinct brand identity by first exploring her ideal lifestyle and values, leading to a “brand DNA” that shapes everything from her marketing to her client experience. She explains how this branding attracts clients seeking deep financial planning around estate and legacy issues, and how she built trust and referrals by nurturing relationships with centers of influence and delivering personalized, planning-led advice. Nicole also reflects on evolving her brand as she grows her team, presenting recommendations through client-friendly summaries, and staying motivated during her transition to independence by focusing on meaningful progress over metrics.

For show notes and more visit: https://www.kitces.com/436

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Financial Advisor Success

Ep 436: Hiring A Branding Firm To Figure Out The Best Way To Connect With Your Ideal Clients with Nicole Gopoian Wirick

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Building a Unique Brand Identity

Attracting the Ideal Client

Navigating Through Challenges

Leveraging Technology and Support

Defining Success on Personal Terms

Remember Everything You Learn from Podcasts