The Brand Compass Programme
Your authority already exists.
It just isn't visible yet.
You have built a practice largely on referrals, with a background and a way of working that almost no other adviser in the room can claim. This is the programme that gets that story working for you, in your own voice, so it keeps bringing in the right clients long after we stop meeting.
6
sessions
2
review sessions
10
weeks, paced on purpose
You
built around you, not a template
You already have the harder thing.
Most planners spend years trying to manufacture a point of difference. You already have 1. A genuine reason your ideal clients trust you before you've said a word about pensions, platforms or portfolios.
What is missing is not expertise. It's visibility. If the referrals slowed down for a month, would a stranger searching online find you and understand in 10 seconds why you're the right person to call. That question is the whole gap this programme closes.
AI is the multiplier, never the message.
Every session builds something genuinely yours. Your story, your ideal client, your process. AI enters once that foundation exists, trained on your own words so a draft takes minutes instead of an evening, and still sounds like you rather than every other adviser's AI generated post.
You're not learning to prompt a chatbot. You're building a system that happens to use AI to move fast, that you keep and can hand to whoever runs your marketing next, with nothing to renew, cancel or lose access to.
6 sessions. 2 reviews. Nothing wasted.
Weekly at first, so momentum builds while it's fresh. Then 2 review sessions, placed exactly where clarity tends to slip. Once early, to catch and correct course. Once after you've lived with the system for real, to embed it for good.
Week 1
Session 1
Brand compass and positioning
We get your story on paper. The background and conviction that set you apart, the real reason clients end up trusting you, and the 2 or 3 things that have quietly been stopping you from showing up until now.
You leave with a written Brand compass document. The permanent brief that keeps every future post, video and conversation sounding unmistakably like you.
Week 2
Session 2
Your ideal client, defined
Not “successful people.” The specific founder or business owner, at the specific stage, carrying the specific worry, described in their own language rather than yours. Between now and the next session you start hearing it in real client conversations.
You leave with a 1 page ideal client profile you can hand to anyone who asks who you help.
Week 3
Session 3
Your profile as the storefront
Photo, banner, headline, About section, service page. Every part of your LinkedIn presence rebuilt around the story and client from the first 2 sessions, so someone reads it for 90 seconds and thinks “this person understands people exactly like me.”
You leave with a rebuilt profile and a checklist to keep it sharp as your practice moves.
Week 4
Review Session · 1
Momentum check
We look honestly at what has actually landed since we started. Real conversations, real reactions, what felt true and what felt forced. We adjust here, before we build the content and sales engine on top of it, not after.
You leave with a short, honest course correction, so the next 3 sessions build on what is already working rather than a guess.
Week 5
Session 4
Content, built with AI, checked for compliance every time
We define the 2 or 3 content pillars only you can own given your background. Then we build a repeatable AI framework trained on your Brand compass, so a draft takes minutes rather than an evening. The compliance check is built into that same process from the first draft, not added afterwards, so speed never comes at the cost of care.
You leave with a working content system and prompts you own outright, with a compliance habit built into every draft before it reaches sign off.
Week 6
Session 5
Messaging and the nurture system
How a new connection becomes a warm relationship without ever feeling like a pitch. What to send the moment someone connects, and how to stay genuinely useful to people who are not ready yet, so you're the first call when they are.
You leave with a set of nurture messages written in your voice, ready to send.
Week 7
Session 6
Your sales system
We map the actual journey from first conversation to signed client. Your business commandments, your non negotiables, and 1 repeatable process, so every prospect gets the same considered experience whatever led them to you.
You leave with a written sales process and your non negotiables, in 1 place you can return to.
A few weeks to run it for real, before the final review. This is deliberate. The best corrections come from what actually happens, not from another meeting.
Week 10
Review Session · 2
System embed and handover
We sit down with what has actually happened over the previous weeks, refine the AI prompts against real output rather than theory, and lock in the weekly rhythm that keeps this running without you thinking about it. You leave running it yourself.
You leave with a finished system, tested against reality, and a simple weekly rhythm to keep it alive for as long as you practise.
Every draft passes the same check before it goes near sign off.
The FCA's guidance on social media financial promotions, FG24/1, is clear that responsibility for what goes out sits with the firm, whether a human or an AI drafted the words first. So the check is not a separate step you've to remember when you're busy. It sits inside the same process that drafts the post, every single time, before anything reaches whoever approves it on your side.
You stay the adviser. AI stays the assistant that gets you to a better draft, faster.
Friendly reminder. I write about marketing and AI, not FCA rules. I'm not a lawyer. Always run this past your firm before anything goes live.
This is not 6 sessions of content.
It's infrastructure.
A content calendar runs out in a month. A system you own doesn't. By the end of this programme you will have your story on paper, an AI framework trained on your voice, a nurture sequence, a sales process, and the habits that keep all of it running without you starting from a blank page again.
Used for the rest of your practice, wherever it lives next.