You didn't get into this business to become a marketer...
You became a financial planner to help people. But now you're stuck trying to figure out what to put on your website, what to say on LinkedIn, and how to get clients in the door.
You've Googled. You've downloaded templates. You've started a homepage draft three times. And you're still not sure if it sounds right, looks professional, or will actually work.
Meanwhile, every week without a clear brand is another week of missed opportunities.
What’s Inside the Launch Clarity Kit™
Your Brand. Your Words. Your Plan.
Six components custom to your firm — whether you're starting from scratch or fixing what's not working.
Brand Positioning
Your mission, vision, values, and value proposition — built on buyer psychology. Use it to write your About page, answer "what do you do?", and make decisions about what fits your brand (and what doesn't).
Core Messaging
Compliance-aware copy for your website, LinkedIn, elevator pitch, and client conversations.
Copy. Paste. Publish.
The writing is done.
_edited.png)
Ideal Client Profile
A detailed snapshot of who you serve, what they're struggling with, and what makes them say yes. Use it to navigate conversations and gut-check every piece of marketing you create: "Would this resonate with my person?"
Lead Generation Funnel
The framework for a marketing system that works while you sleep: your lead magnet concept, email nurture roadmap, and referral strategy outlined. You'll know exactly what to build, in what order, and why it works.
Visual Style Guide
Strategic color palette, fonts, and image direction that will make your brand look established. Use it to keep your website, social posts, and materials consistent without second-guessing every design choice.
60-Day Launch Plan
A week-by-week action plan that tells you exactly what to do and when. No more wondering what you should be working on or prioritizing — just open it and start checking boxes.
BONUS!
Lead Source Tracking Tool
Easily track who did what. Know your numbers. Understand what's working (and what's not) from day one.
Half of this kit you'll copy, paste, and publish. Your homepage. Your LinkedIn. Your elevator pitch. Done.
The other half is your blueprint...a lead generation system mapped out so you know exactly what to build and when.
No more guessing. No more dread. Just clarity.
*All content is created with FINRA/SEC compliance guidelines in mind. This does not constitute a compliance review. Please have all marketing materials reviewed by your firm's compliance officer before use.
Here's How it Works...
1
Pick Your Kit
Choose and purchase the package that fits your goals.
2
Share Your Vision
Answer questions about your firm, clients, and goals. Takes 20-30 minutes.
3
Launch with Clarity
Your custom kit arrives via email in 7–10 business days with an invite to book your welcome call.
Good things take time. Your kit is carefully crafted by experienced marketing strategists.
Welcome Call With a Marketing Strategist
Your kit doesn't arrive alone. It includes an invite to book a 30-minute welcome call with me (Tiffany, founder of the Launch Clarity Kit™ by TK & Co. Marketing) to walk through your kit, answer your questions, and make sure you feel confident moving forward.
Not a Course.
Not a Coach.
Not an Agency.
Who is this for?
Years 0 – 3
Foundation
Building
✓ Financial planners in their first few years of practice
✓ Know they need marketing but don't know where to start
✓ Have tried DIY (do-it-yourself) approaches that didn't stick
✓ Want to look professional without hiring an expensive agency
✓ Need something that works within compliance guidelines
✓ Value owning their brand, not renting templates used by thousands
"Investing into more efficient—and scalable—marketing strategies can be a key component of sustainably growing an advisory firm..."
Michael Kitces
Measuring The ‘Best’ Marketing Strategies,
Kitces Research Study On Advisor Marketing
