Employer Strategy Group
Developing and communicating an independent advisor platform
I developed and directed the concept, positioning, and advisor communications for Employer Strategy Group (ESG), a shared brand and resource platform for independent advisors and strategic partners. The advisor website is the featured work sample, showing how the business model, opportunities, and shared resources are presented to prospective participants.
The featured work is the advisor website.
Explore the platform’s positioning, advisor opportunities, and shared resources in context. The use agreement below is optional supporting material.
Optional supporting document
ESG use agreement
7 pages · Commercial agreements · Startup and growth strategy
The complete original agreement defines Employer Strategy Group as a collaborative brand and resource platform. Its seventeen sections cover ownership, the intended operating model, participant independence, materials and trademark use, conduct, third-party relationships, privacy, and termination of access. The original legal-entity relationship is retained.
