— Newsroom, Branding

C2P Podcast Guest Alana Kohl: “The Branding Blueprint: Essential Tips for Creating a Standout Brand”

How can a financial advisor attract more ideal clients and drive better marketing results? Tune in to elevate your brand game with our founder, Alana Kohl, on the latest episode of C2Podcasts! Discover how to evaluate and transform your marketing using the "4 C's" framework to ensure your brand is: ✅ Cohesive ✅ Compelling ✅ Credible ✅ Consistent...

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— Newsroom, Branding

Assessing Your Brand: Go Undercover to Get Ahead with Alana Kohl

Alana Kohl joins Lara Galloway of White Glove to emphasize the crucial need for advisors to periodically assess their brands, giving an honest evaluation of their reputations. Alana covers key aspects, including the three components essential for building a shareable brand, conducting a thorough analysis of competitors' marketing efforts, highlighting the importance of brand differentiation,...

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Branding, Marketing, Public Relations

Word of Mouth is a Force of Nature

Identifying COIs to force it in your direction We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant...

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Branding, Marketing

Building Brand Trust in Our “New Normal”

From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all...

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Branding

The Importance of Your Personal Brand as an Advisor

Often financial advisors don’t consider themselves as a “brand.” But whether you’re at a small financial planning firm or a large multinational firm, the brand a consumer evaluates largely centers around you individually. Sure, you have a company or team and a purposeful mission. Your team can likely (hopefully) recite your key messages of what...

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Branding, Marketing, Public Relations

Your Office Walls Just Got Bigger

Steps to staying relevant while working remotely Your four office walls didn’t get smaller. In fact, they got a lot bigger and now include the vastness of the internet. There is a lot more competition in your new virtual world that is also vying for your ideal client’s attention. To generate exposure and establish your...

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Branding, Marketing, Public Relations

Creating a Digital Storefront

An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We could see a resurgence in the fall,” some warn. #Stayhomestaysafe or some iteration is everywhere you look. So how is a financial advisor supposed to “advise” amidst a lingering pandemic? While a pandemic in it of itself...

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Branding, Public Relations

Big Anniversaries, Accomplishments and Awards

How to Celebrate & Promote (And still be humble…if that’s your thing) The objective of public relations is to create a reputable, likable and trustworthy image with the greater public. Serving as a media resource is one surefire way to do this – becoming a trusted expert to local and national media gives your prospective...

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Branding

I’m Alana Kohl, and I approve this message.

Can you do the same with confidence? Political ads are abundant, with no end in sight. And at the end of each ad is the candidate’s affirmation that they approve the message. Can you imagine if their enthusiastic community organizers or die-hard supporters were given carte blanche to communicate their reasoning for endorsing or working...

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Branding, Marketing

Communicating Change: Planning Essentials to Capitalize on Opportunity

Change is the only constant in life, and the financial industry is certainly no exception. From market volatility, tax code and legislative overhauls, to internal business changes including mergers and acquisitions, partnership developments (or splits!) and similar—top industry leaders are those who embrace and thrive in this environment. How can you prepare for and maximize...

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