Rainmakers United

Personal Branding for Finacial Advisors

Build your business, reach more people, and cultivate relationships that last a lifetime.

Want to spark more profitable conversations with your clients — without the guesswork?

We know that knowing what to say (and how to say it) can be one of the hardest parts of your job. So each week, we give you a curated list of timely, relevant talking points your clients actually care about.

And we don’t stop there - we help you turn those conversations into meaningful opportunities that benefit both your clients and your business.

Interested? Subscribe Here.

Rainmakers United can help you grow your business with...

Better Branding

We provide messaging that is clear, consistent, and authentic. Specifically designed for your exact audience.

Quality Prospects

As a trusted expert, you can get new leads by following up with people that engage with your content.

Lead Nurturing

Not everyone is ready to buy right away. So we can help keep your leads warm until they need you.

We also provide branding and content services for advisors on Linkedin. Check out some of our content ideas below:

Financial Planners

Share bite-sized, practical insights that show you know your stuff—and can explain it clearly.

“Why budgeting isn’t just for broke people.”
Frame budgeting as a smart, proactive habit—not a punishment.
Investing 101:
Break down topics like diversification, compound interest, or market volatility in everyday language.
Retirement planning tips:
Compare 401(k)s vs IRAs, explain Roth vs Traditional, or offer a timeline for planning by decade.
Tax-time reminders:
Think seasonal: “Last-minute deductions before April 15” or “How to make the most of your refund.”
Debunk common myths:
“No, your life insurance policy isn’t an investment strategy.”
Or: “You don’t need to be rich to work with a financial advisor.”

Portfolio Managers

Share insights that reflect your investment philosophy, show how you think, and give your audience clarity in a noisy market.

“What we’re watching this week.”
Give a quick take on key market drivers—earnings, economic data, Fed commentary—and how they shape positioning.
Frameworks over forecasts:
Talk about how you make decisions: risk management, asset allocation, macro-to-micro thinking.
Example: “We don’t predict recessions—we prepare portfolios to be resilient.”
Portfolio myths, busted:
“Balanced doesn’t mean boring.”
“You’re not diversified if everything goes down at the same time.”
Process transparency:
Let people in on how you think: “Here’s how we evaluate ETFs,” or “Why we trimmed exposure to [sector/region].”
Investor education, your way:
Teach something smart in plain English: duration risk, rebalancing, drawdowns, active vs passive.

Wealth Managers

Your clients don’t just want performance—they want peace of mind. Use your voice to offer clarity, confidence, and long-term perspective.

“Money is just a tool—your plan is the blueprint.”
Reframe the conversation around what wealth is for, not just how it grows.
Behavioral coaching:
“One of our most important roles? Helping clients not make emotional decisions in emotional times.”
The strategy behind the strategy:
“We don’t chase headlines—we follow a disciplined process built for decades, not days.”
Milestone planning:
“Whether it’s a second home, a child’s wedding, or a legacy gift—we map the plan backward from the moment that matters.”
Real-life questions, answered:
“Can I retire at 60?”
“How much is enough?”
“Should I pay off my mortgage or invest more?”
Turn common client concerns into valuable, relatable content.
Generational perspective:
“Your wealth can support your kids, your community, and your future—if it’s planned with purpose.”