The Executive Brand Authority Partnership — David Coles | Jaclyn Romo
Private · Executive Partnership
Prepared exclusively for
David Coles
The Executive Brand Authority Partnership · 90 Days
Building the public-facing version of your life's work.
David Coles
The vision
Imagine one year
from today.

By the time they meet you — they already trust you.

Instead of
Introducing yourself and your philosophy every single time
People already know your philosophy. They've watched five videos about Human Wealth before the first meeting.
Instead of
Wondering if they see you as credible
They've spent hours consuming your content before they ever reach out.
Instead of
Relying entirely on referrals to grow
Your content works around the clock — building trust, opening doors, attracting aligned opportunities.
Instead of
A digital presence that doesn't reflect your depth
An executive brand platform that positions you as the authority you already are.
Where we start
What already exists.
What we build together.

You've done the hardest part — you've built something worth talking about. What's missing is the platform to say it.

Already exists
✓16+ years of expertise and client trust
✓A remarkable business and strong relationships
✓The Human Wealth philosophy — a genuinely differentiated point of view
✓Human Wealth Conversations podcast
✓Years of wisdom, client stories, and meaningful content waiting to be shared
What we build
○Clear, consistent online authority that reflects your depth
○A content ecosystem that builds trust before the first conversation
○A personal brand that supports Farther, the podcast, and future opportunities
○Organic discovery — the right people finding you, not just referrals
○Speaking, media, and recruiting opportunities driven by your brand
The platform we're building
We're building a
premium presence.

An executive brand platform that works across every channel — supporting Farther, the podcast, speaking, recruiting, and every opportunity you're building toward. Consistent. Elevated. Built to attract the right people before the first conversation.

✦Farther & your financial practice
✦Human Wealth Conversations podcast
✦Future books and speaking
✦Client acquisition and recruiting
✦Strategic partnerships and media
✦Long-term legacy and brand equity
The 90-Day Partnership
Three phases.
One complete platform.

Everything is sequenced intentionally. We build in the right order so that by the time we're done, everything works together.

Phase One
Weeks 1–4
Position
Before a single piece of content is created, we define exactly how you want to be known. Everything starts with clarity.
  • Brand positioning & messaging
  • Audience clarity
  • Content pillars
  • Human Wealth framework defined
  • Personal & professional story
  • Social media platform strategy
  • Platform optimization
  • AI Brand Strategist built
Phase Two
Weeks 5–8
Create
We build your digital footprint — a repeatable system that lets you consistently show up without content becoming another job.
  • Storytelling & thought leadership
  • Educational content system
  • Podcast repurposing strategy
  • Hook & CTA development
  • Scripts & content calendar
  • Executive Brand Day in Irvine
  • Video production
  • Team workflow implementation
Phase Three
Weeks 9–12
Scale
The foundation is built. Now we refine, optimize, delegate, and create long-term sustainability that outlasts our engagement.
  • Analytics & performance review
  • Content & messaging refinement
  • Audience growth opportunities
  • Publishing cadence optimization
  • Editor onboarding & training
  • Long-term brand strategy
  • Future hiring roadmap
Visualizing your future brand
This is what we
build together.

A digital presence that positions you as the trusted authority you already are. Consistent. Elevated. Built to attract the right people before the first conversation.

"People don't buy financial advice. They buy trust, belief, and confidence in the person sitting across from them. Your brand builds that trust long before the first meeting."

This is a glimpse of what we can build together — content that speaks to your philosophy, reflects your depth, and works around the clock attracting the right clients and opportunities.

◈
More Trust
Prospects arrive already confident in who you are
◈
More Clients
Content attracts aligned, high-value relationships
◈
More Opportunities
Speaking, media, partnerships, and industry recognition
◈
Stronger Legacy
Your ideas create impact long after every conversation ends
David Coles brand presence mockup
The Executive Brand Day
A full day designed to create
months of content.

One day in Irvine. Video production. Podcast repurposing. Team systems. This is where everything comes to life.

Full Day — 10:00am to 4:00pm
Location — Irvine, California
Travel — included
Value: $7,500 by itself
10:00 AM
Strategy & Brand Review
  • Messaging refinement
  • Content strategy
  • Quarter planning
  • Content calendar
11:30 AM
Video Production
  • Your story
  • Your philosophy
  • Educational content
  • Thought leadership
1:00 PM
Lunch & Content Planning
  • Podcast repurposing
  • Episode strategy
  • Record intros & clips
  • Content mapping
2:00 PM
Team Systems
  • Publishing workflow
  • Editor onboarding
  • Approval process
  • Cadence setup
3:00 PM
Recap & Next Steps
  • Content review
  • 90-day roadmap
  • Publishing plan
  • Q2 strategy
◈
Video Production
Your story, your philosophy, educational content, thought leadership, short-form and long-form — all in one day. Months of content, captured.
◈
Podcast Repurposing System
We identify your strongest existing episodes and build a system for turning them into weeks of social content that drives new listeners back to the show.
◈
Team Publishing Workflow
We sit down with Felix (or your future editor) to build a simple, repeatable system — file organization, editing, captions, approvals, and publishing cadence.
◈
Your Only Job Is Sharing Ideas
By the end of this day, the system handles everything else. You show up. You share your thinking. The team and AI take it from there.
Your AI Brand Strategist
An AI trained to think
exactly like you.

We'll build a custom AI workspace trained specifically on your philosophy, your audience, your tone, your podcast, your stories, and your frameworks.

Instead of wondering "what should I post?" — you'll have a strategist that already understands how you think. Available to you and your team 24/7.

  • ◈Trained on the Human Wealth philosophy and your specific frameworks
  • ◈Knows your tone, your audience, and your messaging inside out
  • ◈Generates content ideas, hooks, captions, and scripts on demand
  • ◈Available to you and your team between sessions, always
  • ◈Gets smarter and more refined as your brand grows
David Coles AI Brand Strategist
Trained on Human Wealth · Your philosophy · Your voice
→ What should I post this week?
Based on your Human Wealth framework and last week's podcast episode on purpose-driven wealth, here are three content ideas that align with your voice and resonate with your ideal client...
→ Write a hook for the 5 Pillars of Human Wealth
Most people spend their entire lives optimizing for net worth. Human wealth asks a different question entirely...
→ How do I talk about this without sounding salesy?
The way you naturally tell client stories already does this. Let's start with the transformation, not the product...
Your executive media team
You're not becoming a
content creator.

You're becoming the source. Your only responsibility is sharing your ideas — the team and systems handle everything else.

David Coles
David
Vision &
Expertise
→
Jaclyn Romo
Jaclyn
Brand Strategy
& Direction
→
AI
AI Strategist
Content
Intelligence
→
Felix
Felix
Editor &
Publisher
→
◈
Consistent Content
Stronger Brand
More Opportunity
Everything included
Your complete
authority platform.

Every element of this partnership is designed to work together — from brand foundation to content production to team systems to AI.

◈
90-Day Executive Partnership
Weekly private strategy sessions with Jaclyn across all three phases
◈
Unlimited Voxer & Text Support
Direct access between sessions for real-time feedback, questions, and decisions
◈
Executive Brand Day in Irvine
Full-day in-person experience — video, strategy, team systems. Travel included.
◈
Brand Blueprint & Messaging Guide
Complete brand positioning, messaging framework, and personal brand playbook
◈
Custom AI Brand Strategist
Built specifically on your philosophy, voice, and Human Wealth frameworks
◈
Content System & Scripts
Hooks, captions, scripts, and a content calendar built to run consistently
◈
Podcast Repurposing Strategy
Turn your existing episodes into weeks of high-authority social content
◈
Publishing Workflow & Team Setup
Editor onboarding, approval process, and a system that runs without you
What success looks like
By Day 90,
this is what exists.
✓Executive-level personal brand that reflects 16+ years of expertise
✓Optimized social media platforms with a consistent, elevated presence
✓Consistent authority content that builds trust before the first meeting
✓AI-powered content system trained on your philosophy
✓Team publishing workflow that runs without you managing every step
✓Months of content produced from a single day in Irvine
✓Stronger podcast awareness and growing listener base
✓Clear thought leadership — Human Wealth positioned as a category
✓Speaking, media, and partnership opportunities opening
✓A scalable content engine your team continues building long after we're done
The Investment
The Executive Brand
Authority Partnership.

One investment. 90 days. A complete executive brand platform — built, staffed, and ready to scale.

The Executive Brand Authority Partnership
David Coles · 90-Day Private Engagement
Weekly strategy sessions · Unlimited Voxer support · Executive Brand Day in Irvine (travel included) · AI Brand Strategist · Publishing workflow · Micro team buildout · Podcast repurposing · Content system · Storytelling framework
Total Investment
Full value including Executive Brand Day
$22,500
$15,000
90-day engagement · Full access
Executive Brand Day ($7,500 value) included
90-Day Executive Partnership
Weekly Private Strategy Sessions
Unlimited Voxer & Text Support
Custom AI Brand Strategist
Content Strategy & Scripts
Podcast Repurposing System
Publishing Workflow & Editor Setup
✦ Executive Brand Day in Irvine — $7,500 value
✦ Travel Included
Secure Your Spot
Secure payment via Stripe · Onboarding begins within 24 hours
This isn't about becoming an influencer.
It's about becoming the obvious choice.

David, what you've spent 16 years building deserves to be seen. The trust, the philosophy, the expertise — it should all exist online in a way that works for you long after every conversation ends. I'm ready to build that with you.