Advisor360°

Building the Brand and Design Infrastructure for Advisor360°

Advisor360° originated from Commonwealth Financial Network's technology department. Prior to becoming an independent entity, the company’s president collaborated with an external agency to create the initial Advisor360° logo and a brochure. However, when funds became limited, the president turned to me for help to finish the brochure, as the agency’s vision didn’t align with the company’s needs.

At the time of the company’s official launch, we had a logo and a brochure, but it didn’t stop there. A few months later, when the CEO joined, we quickly developed a full website within a week. During this period, I also contributed to the office redesign, selecting colors, furniture, and creating signage.

As the company grew, I led the development of a studio team and spearheaded a comprehensive branding overhaul. This effort began with a competitive analysis, which shaped the visual and verbal identity as well as messaging. From there, we progressed to creating templates and executing a complete website rebuild, which we completed in under four months.

Key Achievements:

• Built a Studio Team from the ground up while leading the product design team
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• Quadrupled Social Engagement within 6 months
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• Launched a New Website in just 4 months, complete with updated design, messaging, pages, and backend functionality

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