Creating a memorable brand may not come easy to financial advisors, but it can be worth the effort. That’s according to Bart Zandbergen and Tish Berbaum, the team behind The Zandbergen Group, a DBA* of Axxcess Wealth Management in Laguna Beach, California. Over time, the firm built a specialty serving ultra high net worth clients, and their brand evolved to match. Combining notions of transparency, a philosophy about “true wealth” beyond investments, and a general love of food, wine and fashion, the Zandbergen Group delivers what can only be described as a luxury experience. 

In this episode, you’ll hear about Bart and Tish’s journey and learn how the two demonstrate their brand at every client touchpoint — from the office space, to the digital space, to client conversations. 

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*DBA stands for does business as another firm name.