Brand & recruiting strategy
A firm worth choosing.
A reason people understand.
Clarify the firm’s position and connect the recruiting story to the experience an advisor can actually expect.
Dillon AgencyLed by Keir Dillon
Start with
the choices behind the words.
Who is the firm built to support? What work does it do especially well? Where does the advisor experience support that claim? Those decisions give the message something real to stand on.
Listen before writing
Review current materials and speak with leadership, recruiting, and advisors as the scope allows. Understand actual alternatives, expectations, friction, and reasons people stay.
Use those observations to distinguish established strengths from promises the firm is still working to deliver.
Choose the audience
and the relevant difference.
Develop a position that reflects the firm’s capabilities and intended direction. Define the supporting evidence and the language each audience can understand.
Carry the idea
across the experience.
Translate the position into messages, creative direction, website priorities, recruiting materials, and conversations. Agree what needs to change and who will implement it.
Make the promise
specific enough to assess.
Connect the recruiting narrative with the advisor’s journey, the questions they ask, and the support the firm provides. Plan the materials and handoffs needed to carry that story through.