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Personal branding · Finance and legal

Your book follows you, which is exactly why your employer hesitates.

Personal branding for a wealth manager or investment adviser is the visibility of the individual a family will actually talk to about money, built without performance figures or client names.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

A professional shares her expertise in a recorded interview

In one paragraph

Personal branding for a wealth manager or investment adviser is the visibility of the individual a family will actually talk to about money, built without performance figures or client names. GullySales writes it on an hour of your time, with your compliance team's approvals built into the calendar from the start.

Also written for

Wealth manager, Investment adviser, Portfolio manager, Investment professional, Investment advisor.

Where this sits

For wealth managers and investment advisers

Where it usually goes wrong, and what we would do.

  • “The client arrives after a liquidity event, through two friends”

    A promoter sells a stake, or a family settles a property. Within a week they have asked the two people they trust most who handles their money. The search comes afterwards, to check, and it can still kill the introduction.

  • “Your employer may not want you visible”

    A bank knows that a relationship manager with a following takes the book along on the way out. Expect the permission to be slow, and get it in writing before a word is drafted.

  • “Discretion is the service being sold”

    A family office that spots another client hinted at in your post assumes theirs will be next. Material has to work with no identifying detail at all, or it works against you.

  • “The next generation is deciding whether to keep you”

    The founder's children studied abroad, read differently and compare you with an app on their phone. If nothing under your name speaks to them, the relationship ends when the founder does.

What we do

What we deliver for wealth managers and investment advisers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A profile that survives a private bank's review

    Registration, employer, mandate type and coverage, written to the firm's own disclosure standard. Nothing about assets under management and nothing about a client.

    Result: A profile your compliance officer signs the first time rather than the fourth.

  2. The hour on how a decision was reached

    One call on the reasoning behind an allocation call, never on the holding or the household. The judgement is publishable, the position is not, and nobody on your team can give that hour for you.

    Result: Readers see how you think, which is the only demonstration open to you.

  3. Notes on process, not on portfolios

    What an asset allocation review covers, what changes after a business sale, how a family sets a withdrawal rule. No product, no numbers, no comparison.

    Result: Writing a prospect recognises because they are living it this month.

  4. Material written for the second generation

    Short pieces aimed at the children who are now in the room, on governance, on succession and on what the family has already agreed.

    Result: The heir treats you as their adviser rather than their father's.

  5. Closed-room panels and family office forums

    A speaker biography and two subjects offered to the private events your clients attend, which are almost never the events your industry attends.

    Result: Thirty of the right people in a room where nothing gets recorded.

  6. The approval chain mapped before anything is written

    Reviewers, timings and escalation, agreed with the compliance team at the start so the calendar is realistic.

    Result: No month where the whole programme stalls waiting for one signature.

How the result is measured

  • Enquiries that name you or came through your profile
  • Searches for your name, from Search Console
  • Profile views and connection requests from your industry
  • Speaking invitations, press enquiries and podcast requests
  • Posts published against posts planned, and what held up the rest

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full personal branding page

How it works

How the work runs for wealth managers and investment advisers

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Work out whether this is even your bottleneck

    The first conversation covers how enquiries reach you today. If the company's own site is the weaker link, that comes first, and we say so.

  2. 2

    Search your own name with you

    We look at what a buyer sees today: every profile, old listing and photograph. Some of it you will want taken down, and some of it only you can take down.

  3. 3

    Agree what you will and will not say

    The subjects you know cold, the ones that belong to your clients, and the lines your regulator or association draws. Written down before anything is published.

  4. 4

    Rebuild the profiles

    The bio page, LinkedIn and the directories that matter in your field, done once and done properly.

  5. 5

    The routine

    Interview, drafts, your approval, publication. The interview is the only part that needs you, and it is the part that cannot be skipped.

  6. 6

    Hand it over

    The subject list, the drafting notes and the calendar are yours. If you would rather keep it running yourself, that is a fair outcome.

Before you hire anyone

The first thing to do yourself.

It costs nothing, and it shows what a buyer sees before they ever call you.

  1. Search your own name and your practice or business name in a private browser window, and list the first ten results.
  2. Open your profile on each major platform and check that the name, photo, description and contact details agree.
  3. Ask two people who recently chose you what they looked up first, and write down their answers.

Judge any provider

What to ask any agency or ghost-writer.

Useful whoever you choose, including us.

  • Who writes my words, and do I approve everything before it goes out?
  • Which of my own details and claims will you need to check with me before publishing?
  • What will you not write because of the rules my profession follows?
  • Whose account do the profiles and the content sit in, and what happens to them if we stop?
  • What do you count as a result, and what will you not promise?

Where this fits

Three pieces of sales work, in this order.

GullySales builds every engagement from three pieces of sales work. This page is not one of them, but the same three steps apply to the business behind it.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
What may an investment adviser publish about performance?
Take it as heavily restricted. The advertisement rules for registered advisers and portfolio managers limit claims about returns and past performance, set out how anything comparable must be presented, and in some cases require prior clearance. The exact position depends on your registration and it changes. Your compliance officer confirms it, because your registration is what is at stake.
I work for a bank. Can I do this at all?
Only with the bank's written permission, and some will refuse outright. Ask before you spend anything. The first conversation is not charged and it is a reasonable place to test whether there is a version of this your employer would allow.
Can I write about a client's situation with the details changed?
Be careful. In a market this small a changed name and a changed city still identify a family to the people who matter. Write about the question rather than the case, and ask the client whenever there is any doubt.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on what is being changed and how many of the people who matter see it. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever the work touches, such as your profiles, your website or your accounts, and time with the people who can answer our questions.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

Finance and legal

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Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

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