Branding, Marketing, Public Relations
Up Your Marketing: From “Me, Too” to “A Cut Above”
Step One: Doing A Complete Brand Evaluation Start with the big picture. That means taking a microscopic as well as a 30,000-foot look at how your audience and prospects view you. What is your real corporate identity? How is it any different from any other advisor? What are your core messages that feed into and...
BRANDING STRATEGY: The Devil’s In The Details
A brand is composed of four elements: Essence . . . Attribute . . . Identity . . . and Positioning. Essence is the core or heart. How do people feel emotionally about your brand? Attribute is the dominant trait. What’s the first thing that comes to mind when people see your brand? Identity is...
Growth Hacker Marketing
Using tech startup strategies to build your financial advisory business We’ve all see the tech industry exposed over the past two decades. Many start as a simple idea and seemingly overnight turn into huge businesses that become part of our everyday routine and vernacular. In many ways, the technology industry redefined marketing—the status quo of...
HOW TO COMMUNICATE EFFECTIVELY AS A FINANCIAL ADVISOR
The very first step in communicating effectively as a financial advisor is defining YOU: What you do and how you do it that differentiates you from other financial advisors. What is it that makes you stand out from the crowd? If you think your unique value is your ability to understand client needs and objectives,...
PR For Business Owners—How To Get Your Message Out To The World
Alana Kohl for Bayntree Wealth Advisors Hosted by: Andrew Rafal | Your Wealth & Beyond: The Financial Planning Podcast As you grow your firm, there’s a very good chance that you will eventually need to reach out to your community—or the whole world—in order to find great clients. That’s where PR comes in, and few...
The “Right” Amount of PR: Finding the sweet spot of media coverage
Public relations is a fantastic branding tool that can help increase your visibility and credibility while illustrating your expertise through editorial coverage. (Conversely, advertising only affords you the opportunity to just “tell” someone you’re the best and that they should listen to you – not a ton of credibility in that!) However, there are some...
Branding, Marketing, Public Relations
ATTENTION! Get Yours Now! 3 Ways to Attract the Attention You Deserve
For financial advisors, the struggle is real…. Standing out in a crowded marketplace is anything but easy. With hundreds, and in some markets, thousands, of financial service professionals vying for the same clients, how can you set yourself apart? How do you best position and present yourself as the most trustworthy, knowledgeable and in-demand professional...
Branding, Marketing, Public Relations
7 Tips for Financial Marketing Literacy in 2018
April is Financial Literacy Month—a national effort to highlight and teach the importance of how to establish and maintain healthy financial habits. It made me think about the importance of “marketing literacy” and what financial services companies need to understand to maintain healthy financial marketing practices. There can be a lot of confusion about what...
When to Insource Versus Outsource Your Financial Marketing
How to maximize your combined resources for the BEST results What to do or what not to do. That is always the question! It’s a common narrative by industry coaches to “pick the three things that only you can do, and delegate the rest!” But what happens when you delegate important “big stuff” to an...
The 3 Myths of PR: Dispelling the Misconceptions that are Holding You Back
There are a lot of myths and misconceptions surrounding PR, and it appears that many advisors have the same questions or concerns about moving forward with a public relations strategy in their businesses. They don’t fully understand what it is or the value working with the media can provide. However, if you’re serious about your...