What’s your Financial Brand Story?

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Quiz Questions

1.
How does your dream client spend his or her day off?
- A.
  
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  Lounging on the patio with an iced americano and catching up on his or her mile-long reading list.
- B.
  
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  Going on a rejuvenating jog then grabbing a ginger smoothie at the juice bar.
- C.
  
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  Spending some much needed quality time with his/her family — anyone up for a water balloon fight?
- D.
  
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  Indulging at a sushi bistro then window shopping! How else will he or she keep up with the latest trends?
- E.
  
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  Chatting with a friend at a local coffee shop, to discuss the latest news.
2.
Describe your brand using... an emoji!
- A.
  
  🏆 — We never stop short of gold.
- B.
  
  💅 — We're always polished!
- C.
  
  🤔- You want to know the REAL truth. Even if it's ugly.
- D.
  
  🤓 — The latest news + fun facts? We got 'em covered!
- E.
  
  🌻 — We help our clients bloom.
3.
What's your brand's BIGGEST strength?
- A.
  
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  We’re a trustworthy hub of information. From politics to pop culture, we serve straight facts.
- B.
  
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  We’re always willing to lend a hand. Plus we nurture clients through our optimistic outlook — pretty hard to come by these days...
- C.
  
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  We’re stylish as heck! Clients count on us to inspire them with our sensational aesthetic sense.
- D.
  
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  Motivation! We push our audience to achieve bigger + better.
- E.
  
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  No. BS. From our money stories to who is investing in what.
4.
If your brand was a person, how would he or she dress?
- A.
  
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  My brand is up for anything. Sometimes we have to wear nice clothes, but we like to wear whatever we'd like.
- B.
  
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  Simple but chic. Maybe a sundress with a floppy hat and strappy sandals.
- C.
  
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  My brand would keep things professional. Probably a crisp white shirt with a pop of colour tie.
- D.
  
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  Athleisure is the name of my game. Black tights with a pair of sleek neon sneakers ftw!
- E.
  
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  My brand is hip and of the moment. A printed crop-top with matching bike shorts would do the trick...
5.
Which quote sounds the most 'you'?
- A.
  
  “Act as if what you do makes a difference. It does.” — William James
- B.
  
  “When you have a dream, you've got to grab it and never let go.” — Carol Burnett
- C.
  
  "Never beg for a seat when you can build your own table."- Larenz Tate
- D.
  
  “Try to be a rainbow in someone else's cloud.” — Maya Angelou
- E.
  
  “If I cannot do great things, I can do small things in a great way.” — Martin Luther King Jr.
6.
What’s your brand’s BIGGEST weakness?
- A.
  
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  Boundaries — we go above and beyond to help our clients, but sometimes we’re a little too generous...
- B.
  
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  My brand needs an emergency injection of personality!
- C.
  
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  We are button pushers, and we want everyone to know our mission. We can lose ourselves in the mission.
- D.
  
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  Sometimes our blunt messaging rubs people the wrong way. We want to be direct, but we come off cold.
- E.
  
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  Our products and services attract clients. The only issue? They don't stick around...
7.
I say clients, you say...
- A.
  
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  Family
- B.
  
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  Followers
- C.
  
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  Students
- D.
  
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  Proteges
- E.
  
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  Activists
8.
What stage is your biz in?
- A.
  
  We’ve been at it for a couple years — it hasn’t been as successful as we'd hoped.
- B.
  
  We're just starting out! Not 100% sure what we're doing…
- C.
  
  We're an old hand in biz — my brand is pretty well-established.
9.
What type of breakfast cereal would your brand be?
- A.
  
  Raisin Bran - Sweet but nutritious...
- B.
  
  All of the above. It depends on the day and our mood
- C.
  
  Fruit Loops - Sweet + pleasing to the eye? Yes, please!
- D.
  
  MultiGrain Cheerios - Those complex carbs kick butt.
- E.
  
  Cinnamon Toast Crunch - Cinnamon is so comforting!

Quiz Outcomes

1.

Your brand’s archetype is... The Olympian!

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Friend, you love a little healthy competition — probably because you’re always taking first place! When it comes to drive and determination, you win big. No wonder you’re so confident…Clients come to you for straight-forward inspiration. Whatever challenges they face, they know you’ll have unique solutions + the energy to see them through... Your commitment inspires trust.So what’s the hold up? Remember, vulnerability is a sort of strength, too. Let your clients know they don’t have to be superheroes 24/7. Try giving them a glimpse of your soft side now and then!“A brand’s strength is built upon its determination to promote its own distinctive values and mission.” — Jean-Noel KapfererReady to get a lil' personal? Read on for 3 exercises to customize your brand’s brilliant archetype!1. Ask yourself these big questions about your brand: who are you? Why are you here? What sort of future do you want to create? Get to the heart of your business. Then create a voice in alignment.2. Consider your perfect client. Who are you trying to attract? We’re more likely to purchase from folks who reflect our core values and beliefs!3. Check out the competition. You want to make sure your voice is unique. It’s all too easy for businesses in the same niche to blend together — be the one to stand out!Hold up — let me introduce myself...Hello, My name is Eugenie ( u-jin-nay)I’m a brand strategist for financial brands across the globe. Think you could be next? Me, too...After wrapping up my grad degree in business, I decided to turn my tireless imagination into a career! Using character development strategies, I help brands create stories that resonate with their unique audiences.Past clients range from international fintech companies to money coaches! Whatever your service, I can help you sell, friend 🎉Not sure where to start? These 3 resources will show you how to attract clients using your archetype!1. Check out this post on my blog Brand New You! It’ll break down leveraging your brand’s personality for lightning-quick growth. Hint: it’s all about telling a story your clients can’t resist ✍️2. Download my free pdf worksheet. It’s going to get you crystal clear on your brand’s messaging. Consistency is key, friend. And I’m going to make it super straightforward for you...3. Book a 15 minute consultation with yours truly! Think we might make a perfect team? Give me a call, and I’ll customize a plan to suit your brand’s unique niche. Get ready for some big wins, friend.P.S. Don’t be surprised to see me in your inbox with more tips to transform your biz 💌
2.

Your brand’s archetype is... The Tastemaker!

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Friend, I’m far from the first to compliment your trendiness — but I’m going to anyhow... From food to fashion, you’re way ahead of the curve. You were probably rockin’ chunky boots with a floral dress before it was a thing.Clients follow you for your enviable aesthetic. You know the hippest new hangouts + you’re happy to share recommendations. Cherry on top? You’re always inspiring with ahead-of-our time designs...Here’s the sitch — make sure you’re not emphasizing style over substance. A polished image only goes so far without textual context to build your brand’s best-selling story. Consider starting a blog!“Design is the silent ambassador of your brand.” — Paul RandReady to get a lil' personal? Read on for 3 exercises to customize your brand’s brilliant archetype!1. Ask yourself these big questions about your brand: who are you? Why are you here? What sort of future do you want to create? Get to the heart of your business. Then create a voice in alignment.2. Consider your perfect client. Who are you trying to attract? We’re more likely to purchase from folks who reflect our core values and beliefs!3. Check out the competition. You want to make sure your voice is unique. It’s all too easy for businesses in the same niche to blend together — be the one to stand out!Hold up — let me introduce myself...Hello, My name is Eugenie ( u-jin-nay)I’m a brand strategist for financial brands across the globe. Think you could be next? Me, too...After wrapping up my grad degree in business, I decided to turn my tireless imagination into a career! Using character development strategies, I help brands create stories that resonate with their unique audiences.Past clients range from international fintech companies to money coaches! Whatever your service, I can help you sell, friend 🎉Not sure where to start? These 3 resources will show you how to attract clients using your archetype!1. Check out this post on my blog Brand New You! It’ll break down leveraging your brand’s personality for lightning-quick growth. Hint: it’s all about telling a story your clients can’t resist ✍️2. Download my free pdf worksheet. It’s going to get you crystal clear on your brand’s messaging. Consistency is key, friend. And I’m going to make it super straightforward for you...3. Book a 15 minute consultation with yours truly! Think we might make a perfect team? Give me a call, and I’ll customize a plan to suit your brand’s unique niche. Get ready for some big wins, friend.P.S. Don’t be surprised to see me in your inbox with more tips to transform your biz 💌
3.

Your brand’s archetype is... The Nurturer!

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Friend, you can’t help but radiate kindness. Chatting with you is like relaxing in the sunshine after a busy day. Plus you approach business with an altruistic mindset. ‘How can I help?’ ‘What can I do for you?’Any of this sound familiar?Clients fall for your resilient positivity. No matter the circumstance, you’re there with an inspirational word of guidance! You share the spotlight on your community — You don’t need to take centre stage to shine...What’s a drawback of generosity? Sometimes you’re scared you’re being taken advantage of. Make sure that your business is giving as much back to you as it is to your clients and community.“Start by knowing what you want and who you are, build credibility around it and deliver it online in a compelling way.” — Krista NeherReady to get a lil' personal? Read on for 3 exercises to customize your brand’s brilliant archetype!1. Ask yourself these big questions about your brand: who are you? Why are you here? What sort of future do you want to create? Get to the heart of your business. Then create a voice in alignment.2. Consider your perfect client. Who are you trying to attract? We’re more likely to purchase from folks who reflect our core values and beliefs!3. Check out the competition. You want to make sure your voice is unique. It’s all too easy for businesses in the same niche to blend together — be the one to stand out!Hold up — let me introduce myself...Hello, hello 👋 My name is Rachel Elliot.I’m a brand strategist for entrepreneurs across the globe. Think you could be next? Me, too...After wrapping up my degree in English and creative writing, I decided to turn my tireless imagination into a career! Using character development strategies, I help brands create stories that resonate with their unique audiences.Past clients range from international software firms to personal fitness coaches! Whatever your service, I can help you sell, friend 🎉Not sure where to start? These 3 resources will show you how to attract clients using your archetype!1. Check out this post on my blog Brand New You! It’ll break down leveraging your brand’s personality for lightning-quick growth. Hint: it’s all about telling a story your clients can’t resist ✍️2. Download my free pdf worksheet. It’s going to get you crystal clear on your brand’s messaging. Consistency is key, friend. And I’m going to make it super straightforward for you...3. Book a 15 minute consultation with yours truly! Think we might make a perfect team? Give me a call, and I’ll customize a plan to suit your brand’s unique niche. Get ready for some big wins, friend.P.S. Don’t be surprised to see me in your inbox with more tips to transform your biz 💌
4.

Your brand’s archetype is... The Scholar!

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O.K. smarty pants, you’ve probably got an encyclopedic knowledge of subjects most folks don’t know how to spell. You pride yourself on your intelligence and meticulously researched content… In a sea of fake news, you're a safe harbor!Clients come to you to expand their minds. Whether it’s learning a new skill or spilling the latest innovations in tech, you’ve got the knowledge + share it generously with those wise enough to listen.My advice? Don’t let your fear of losing credibility hold you back. Try to add a dash of personality to your brand’s voice. Smart and fun aren’t mutually exclusive, friend...“Focus on identifying your target audience, communicating an authentic message that they want and need and project yourself as an “expert” within your niche.” — Kim GarstReady to get personal? Read on for 3 exercises to customize your brand’s brilliant archetype!1. Ask yourself these big questions about your brand: who are you? Why are you here? What sort of future do you want to create? Get to the heart of your business. Then create a voice in alignment.2. Consider your perfect client. Who are you trying to attract? We’re more likely to purchase from folks who reflect our core values and beliefs!3. Check out the competition. You want to make sure your voice is unique. It’s all too easy for businesses in the same niche to blend together — be the one to stand out!Hold up — let me introduce myself...Hello, My name is Eugenie ( u-jin-nay)I’m a brand strategist for financial brands across the globe. Think you could be next? Me, too...After wrapping up my grad degree in business, I decided to turn my tireless imagination into a career! Using character development strategies, I help brands create stories that resonate with their unique audiences.Past clients range from international fintech companies to money coaches! Whatever your service, I can help you sell, friend 🎉Not sure where to start? These 3 resources will show you how to attract clients using your archetype!1. Check out this post on my blog Brand New You! It’ll break down leveraging your brand’s personality for lightning-quick growth. Hint: it’s all about telling a story your clients can’t resist ✍2. Download my free pdf worksheet. It’s going to get you crystal clear on your brand’s messaging. Consistency is key, friend. And I’m going to make it super straightforward for you...3. Book a 15 minute consultation with yours truly! Think we might make a perfect team? Give me a call, and I’ll customize a plan to suit your brand’s unique niche. Get ready for some big wins, friend.P.S. Don’t be surprised to see me in your inbox with more tips to transform your biz 💌
5.

Your brand's archetype is...The Rebel

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You march to the beat of your own drum. You pride yourself on your building your own content with REAL LIFE content… In the sea of generic information, you want all folks to have access to financial plans. Clients come to you to for a non-traditional aproach. You are the personal that heals their money woes, instead of making them feel bad. You are the Robinhood of money.My advice? Don’t let your fear of not telling your truth hold you back. Try to add a dash of personality to your brand’s voice. True stories and rebellion helps others see their story. “Focus on identifying your target audience, communicating an authentic message that they want and need and project yourself as an “expert” within your niche.” — Kim GarstReady to get personal? Read on for 3 exercises to customize your brand’s brilliant archetype!1. Ask yourself these big questions about your brand: who are you? Why are you here? What sort of future do you want to create? Get to the heart of your business. Then create a voice in alignment.2. Consider your perfect client. Who are you trying to attract? We’re more likely to purchase from folks who reflect our core values and beliefs!3. Check out the competition. You want to make sure your voice is unique. It’s all too easy for businesses in the same niche to blend together — be the one to stand out!Hold up — let me introduce myself...Hello, My name is Eugenie ( u-jin-nay)I’m a brand strategist for financial brands across the globe. Think you could be next? Me, too...After wrapping up my grad degree in business, I decided to turn my tireless imagination into a career! Using character development strategies, I help brands create stories that resonate with their unique audiences.Past clients range from international fintech companies to money coaches! Whatever your service, I can help you sell, friend 🎉Not sure where to start? These 3 resources will show you how to attract clients using your archetype!1. Check out this post on my blog Brand New You! It’ll break down leveraging your brand’s personality for lightning-quick growth. Hint: it’s all about telling a story your clients can’t resist ✍2. Download my free pdf worksheet. It’s going to get you crystal clear on your brand’s messaging. Consistency is key, friend. And I’m going to make it super straightforward for you...3. Book a 15 minute consultation with yours truly! Think we might make a perfect team? Give me a call, and I’ll customize a plan to suit your brand’s unique niche. Get ready for some big wins, friend.P.S. Don’t be surprised to see me in your inbox with more tips to transform your biz 💌

What’s your Financial Brand Story?

Discover your financial brand’s archetype to create meaningful connections with your audience and win over more clients than ever 🙌 Your business&#x27;s big, bright transformation starts… now!

Quiz Questions

Quiz Outcomes

Discover your financial brand’s archetype to create meaningful connections with your audience and win over more clients than ever 🙌 Your business's big, bright transformation starts… now!