Branding, Marketing

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...

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Branding, Marketing

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...

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Branding, Marketing

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,...

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— Newsroom, Branding, Marketing, Public Relations

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...

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Branding, Marketing

Why do the colors on my marketing materials always look different? Understanding color codes

Every industry has its own language full of acronyms and jargon. Just as an IRA, IAR and RIA seem similar enough but have drastically different meanings for financial professionals, color modes in the design and marketing world contain similar complexities. While you may think your brand colors are blue and gold—it is not always as...

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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...

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Branding, Marketing

4 Fundamentals of Effective Financial Marketing

How can I improve marketing results for my financial practice? As the financial industry has continued to evolve toward a comprehensive, financial planning service model over the past decade, many of the advisors we speak with have developed a systematic process to review a new client’s holistic financial picture as a critical first step. The...

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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...

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Branding, Marketing, Public Relations

Marketing Essentials for a Financial Advisor: Professional Headshots

Above all, financial services is a relationship business, and photography is a critical tool for introducing and depicting your team to create an instant and lasting impression. These images will be what prospects store in their memories and associate with your name when they see your email in their inbox or your name on their...

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Branding, Marketing

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...

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