Meet the P3 Approach

Why Every Practice Needs a Branded Process 

Most advisory practices blend into the background, relying solely on firm branding while the client experience remains generic and commoditized.

This lack of process branding dilutes the uniqueness of your approach. Clients can't easily articulate what makes your service different, or refer it with confidence. And if your process doesn't have a name, it doesn't have a story.

In this conversation, I challenge Eric and Kelly to go beyond just branding their practice, to branding their process. We discuss how their "Protect, Plan, Prosper" client experience could evolve into the P3 Approach: a branded system with its own visual identity, language, and emotional resonance. When your process is clear, communicable, and cohesive, you stop selling services and start offering an experience.

This clip is an excerpt from episode 78 of the "Always On with Duncan MacPherson' financial advisor podcast featuring Eric Boyce and Kelly Griggs of Boyce & Associates Wealth Consulting. 

Stream the entire episode on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
All Platforms: paretosys.co/ao-bb