Thank you for helping us protect our trademarks, data sources, and brand assets.
Our brand is our most important and valuable asset. We have invested years of effort creating and shaping positive experiences with our customers. We recognize that our brand can be used strategically to help our advisors grow their success as well. We developed these guidelines to outline recommended customization and co-branding scenarios and to provide detailed guidance on how to best activate these scenarios in your communications materials.
The Value Builder System™ is grateful for the trust that advisors place in our products, services, and assets. These Branding and Content Library Guidelines detail how you can help us protect Value Builder’s brand assets, including logos, names, data, graphics, articles, score algorithms, presentation templates, eBooks, and the trust that they represent. We have created these guidelines to help clarify the proper usage of our brand assets.
Do's and Don'ts
To help you understand what you can and can’t do with Value Builder Assets, we have created this non-exhaustive list of Dos and Don’ts when customizing.
DO'S
1. Score questionnaires and associated reports (Value Builder Score, PREScore™, Freedom Score)
- Add personalization by enabling and customizing your Bio, Cover Letter and Call to Action.
- Customize the Consider the Following Items in your Value Builder Score Report.
Complete the Income Adjustment Wizard for completed questionnaires to arrive at a more accurate Estimate of Value.
2. Emails (Templates, Nurture Cycle and system emails)
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Personalize your emails by customizing the subject, body text, and Call to Action.
- Include your company logo as a header image on all emails.
- Add a personal disclaimer or footer to emails.
3. Content Library, including presentations, articles, and brochures.
- Customize the slide theme/colours to reflect your own brand
- Provide your own examples and images that best reflect your talk track for a presentation.
- Use any part or all of the articles in your own email nurturing efforts (blog, social post, email campaign, website resource etc.)
- Customize and use social media posts and assets in your own nurturing efforts.
DON'TS
1. Score questionnaires and associated reports (Value Builder Score, PREScore™, Freedom Score)
- Alter any business examples used in the Reports.
- Cover page images and branding.
- Infographics, data, graphs, or sourced information cannot be altered in any way.
2. Content Library, including presentations, articles, logos, graphics, videos, brochures and the Sellability Tracker.
- Alter anything that relates to data, research, or our intellectual property must still reference The Value Builder System™ and cannot be edited or customized to your brand.
- If there is a reference to a data point compiled from our data in a presentation template, report, logo, infographic, eBook or whitepaper, you must reference us as the data source, regardless of changes to colour, themes, or addition of personal stories/anecdotes.
3. Without expressed permission don’t:
- Imply an affiliation, endorsement, sponsorship, or approval with or by The Value Builder System™
- Alter, change brand colours, distort, or misappropriate Value Builder’s reports, lead generation assets (eBooks or whitepapers), or videos provided in the content library or the Value Builder Engagement.
If you are unsure about whether an asset provided in the portal can be adapted or changed to better align with your brand, contact support@valuebuilder.com.