For Advisors

Stand out, attract ideal clients, and grow beyond generic referrals.

Whether you’re building your practice from scratch or reinventing your market, your personal brand is what sets you apart. In today’s crowded industry, most advisors sound the same—and the old growth playbooks don’t work like they used to. You know you need to modernize your prospecting and digital presence, but it’s hard to know where to start when you’re busy running your business.

That’s where Wonderlab comes in. We help you uncover what makes your work unique, communicate it with clarity, and build a digital brand that attracts the right clients and converts opportunities into meetings. When you align your brand and marketing with who you truly are, you stop feeling stuck and start building a business that grows with confidence, clarity, and purpose.

Core Offers

Personal Brand Blueprint

What this is

A proven framework to help advisors clarify their niche, articulate what makes their work different, and build a personal brand that actually supports prospecting—online and offline.

Who this is for

For new and established advisors ready to move beyond referral-only growth by committing to a niche, clarifying their value, and leveraging digital channels to support modern prospecting.

What you get

  • Unlock your niche clarity and positioning with custom GPT prompts
  • A clear personal brand message & framework you can use immediately
  • A foundation for modern prospecting and content marketing
  • How to take your personal brand and translate it to your website, social, and digital presence

Brand Accelerator Bootcamp

What this is

An exclusive, one-day brand sprint designed to help advisors work through the Personal Brand Blueprint—from ideation to implementation—with tailored guidance and hands-on support. Put your brand foundation immediately to work.

Who this is for

For advisors who are serious about growth, accountability, and clarity - and don’t want to spend time ‘figuring out their marketing’.

What you get

  • A one-day, small-group intensive facilitated by Wonderlab
  • Guided support from ideation → positioning → digital implementation
  • Your personal brand clarified and activated in one day
  • Practical tools and templates you can use immediately
  • Ongoing access to Wonderlab Academy (branding resources, tools, and insights)

Private Coaching

What this is

One-on-one, high-touch, strategic coaching engagements for advisors who want a personalized, tailored approach to growth—spanning brand refinement, prospecting strategy, digital presence, and new client acquisition.

Who this is for

For advisors who want to be known as a trusted authority in their niche and are ready to invest in a tailored, strategic approach to growth.

What you get

  • A personalized brand and positioning strategy
  • Defined thought leadership themes and messaging
  • Ongoing accountability and strategic guidance
  • Biweekly or monthly 1:1 check-ins with ongoing accountability and strategic guidance
  • 60-, 90-, or 120-day engagements designed for real execution and momentum
Coming soon

Content Marketing Playbook

What this is

A practical, step-by-step guide to creating consistent, ROI-driven content that supports prospecting—without turning marketing into a second full-time job.

Who this is for

Advisors who know content matters but feel overwhelmed by what to say, where to show up, and how to stay consistent.

What you get

  • A rinse-and-repeat content system that lets you write once and publish consistently across platforms—without turning content into a second job.
  • Clear thought leadership and positioning themes so you always know what to say and why it matters to your niche.
  • Compliance-friendly execution guidance that integrates your expertise, perspective, and personhood—without crossing lines or feeling generic.
  • A practical framework for choosing posts that balance credibility, insight, and personal perspective—without guessing or overthinking.
Get your advisor brand scorecard

2 minutes. Instant download.

Request a working session

60-minute alignment workshop for principals + ops.