We Help Investment Brands Gain Assets and Grow

Does your brand identity no longer reflect your vision?

Do you struggle to connect to new audiences?

Has your message become too complex to understand?

We address 3 areas to help your company gain assets and grow:



What is that one thing that makes you stand out from the crowd? This is where we begin, we help you identify this essential factor and then we create a winning strategy around it.



Great brands make their client’s the hero of the story. Together we’ll create a comprehensive brand brief that casts your vision and tells a story of how you help your client’s win the day.



Create a marketing road map tailored to your organization’s resources, capabilities, and needs. From here we’ll set you up, train your teams and support your business every step of the way. 

Over the past 25 years, Jerry Murphey has launched over 50 financial products, programs, platforms and companies, netting more than $7 billion in sales. He has led the training of thousands of financial professionals across 4 continents on how to understand and communicate the value of every kind of investment product, program and service.


Here’s Who We Serve

•  Asset Managers, Advisors and Their Business Owner Clientele
• Mutual Funds, ETFs, SMAs and Guaranteed Products
•  Broker Dealer, RIA and Insurance Networks


Whether it’s a complete brand update, a new product launch or improving the implementation of an existing strategy, Jerry’s personalized approach gives you the freedom to mix and match services to best suit your company’s needs. Think of it as having additional tools in your toolbox, a toolbox filled with everything you need to reach your destiny.



In a one and a half day workshop, followed by 30 days of coaching, you and your team will have a comprehensive brand brief that tells your story and a detailed marketing road map to put it into action.

  • Brand & Marketing Audit (figure out what works and do more of it)
  • Brand Identity Development (clarify your vision, write your brand script)  
  • Overall Marketing Message That Kills Confusion
  • Detailed Execution Plan That Accelerates Growth



Go from making statements about your features and benefits to telling stories  that hook, hold and harbor the attention of your target audience.

  • Sales Letters And Scripts 
  • Lead Generating Assets
  • Email Action Series
  • Visual Design (logos, business cards, style guides, trade show assets)
  • Video Production



Reach your target audience at every stage of their buying journey across all distribution channels and beyond.

  • Customer Journey Mapping
  • Marketing Automation
  • Sales Funnels
  • Organic and Paid Advertising (Google, Facebook/Instagram, LinkedIn) 
  • Train Your Team To Do It Right

I have never met anyone with more integrity, sales expertise, creative problem solving, and ability to get right to the source of an issue. If you have a chance to work with Jerry, you won’t be disappointed.

 Mark Scalzo, Managing Partner & Chief Imvestment Officer, Validus Growth Partners

“Almost immediately after we launched our new brand strategy and marketing, we started bringing in new accounts and continue to see new business to this day.”

Dean Bennion, Managing Partner, Kimball Creek Partners

Jerry Murphey is a genius when it comes to guiding companies to identify their true value, creating content that  expresses that value, distributing that message through modern marketing methods and connecting it all to what matters most-making sales happen. 

Patrick McSherry, Regional VP, Incapital

Invite Jerry to speak at your next event

Speaker Bio:

Jerry Murphey is a creative business leader with a passion for turning great ideas into new growth. With this mindset, he has launched more than 50 innovative products, programs, and companies — netting over $7 billion in direct sales. 

From Fortune 500 companies to start-ups, Jerry’s approach is to inspire people to find creative ways to rapidly build and communicate brand value, and to embrace change as potential waiting to unfold.

Keynote Topics:

Everybody knows there is untapped growth potential in their existing book of clients. The question is how to tap into the potential? The answer is to create a clear and compelling brand identity that encourages client feedback and inspires referrals with  marketing automation that makes it easy.

This is an interactive keynote with audience participation creating a one minute value proposition that works every time.

We all have a blind spot and what’s in yours could be costing you millions in sales every year! During this session you will learn how 8 years of research reveals essential insights that have the potential to transform your business. Then, learn how easy it is to apply mental models, meaningful metrics and modern marketing methods to improve every client experience, maximize every sales opportunity and, most of all, see what’s in your blind spot so your business will grow faster.

Contact Jerry