A three-session working series that took senior advisors from an honest audit of their existing brand to a full strategy document and a repeatable system for producing branded assets on demand.
An honest audit of each advisor's existing brand across coherence, differentiation, and proof. Most of the room did not like what came back, which was the point. Closed with the 27 discovery questions that became the raw material for everything downstream.
Turned 27 answers into a complete brand strategy: positioning, ideal client profile, messaging pillars, voice, and a LinkedIn rewrite. Introduced the PRIME prompting framework and the Coastal Precision design token system so advisors could produce on-brand work without a designer.
Live workshop. Advisors brought real assets and reviewed them on screen with the group. Covered how a single asset becomes an arc of six, then closed with a 30-day operating system for staying in motion after the cohort ended.
Eight sections: positioning, ICP, the gap, value prop, three pillars, voice, LinkedIn rewrite, and the one thing to fix first.
Persona, Result, Input, Mission, Example. A repeatable structure for getting professional-grade output from any AI model.
A three-move shortcut for daily work. Who, Bar, Ask. Covers most tasks without the full framework.
The Coastal Precision system, plus a two-step prompt for extracting a personal token sheet from any brand reference.
Ten assets sequenced by leverage across four weeks, each with a meta-prompt that writes its own PRIME prompt.
The 27 discovery questions with autosave and voice input, hosted at summit.mycoastalwealth.com.
Keir leads brand and marketing for Coastal Wealth. Build Your Brand came out of a simple observation: advisors are looked up before they are met, and most digital presences were not carrying their weight. The program was built to close that gap with tools advisors could keep using long after the sessions ended.
This program has concluded. Materials remain available to participants.
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