Topic: Financial advisor branding

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

Technology and Your Financial Brand

Industry Insights, Key Messages & Considerations Where are you when it comes to technology? Are you an early adopter? Do you embrace cutting-edge innovation in your personal and professional life and use those tools and apps to communicate with clients? Or, do you cling to the old days? Do you tell yourself, “if it ain’t...

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Branding

The Three Most Common Branding Questions – Answered!

What is needed to build an effective brand? First, you need to include your brand in everything that comes from your company. This would include your emails, letters, collateral – everything. Consistency in seeing these brand attributes will help to build brand recognition. From there, be very targeted.  An ad in New York Times Square...

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Public Relations

May the Force Be With You: How to Stand Out From Other Financial Media Resources

In the spirit of Star Wars day, securing regular and recurring “out of this world” media coverage can happen, if you approach each opportunity with a long-term vision. In my mind, if you appear in the media, you are a star. Maybe you’re not invited to a red carpet event after a few appearances, but...

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Branding, Marketing, Public Relations

Trump your Marketing in 2016

Love him or hate him, Donald Trump does know how to do one thing very well – and that’s live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages is an aspiration for just about any businessperson. And doing it without a “ginormous” advertising budget can...

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Branding, Marketing, Public Relations

Invest in my brand?… What’s the point?

Clients. That’s the point. Bigger, better, more qualified, more eager to get started now, A+ types of clients. Branding is the bridge that takes you from a transactional salesperson always looking for the next person to buy your products, to a pursued, trusted financial consultant who brings value and purpose to a clients’ financial plan...

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Branding, Marketing

The Who, Why and When of Effective Marketing

Have you ever heard of the one: “Send the right audience, the right message, at the right time.” That’s how you grow your business. So, that sounds easy enough, right? So why aren’t you doing it!? Obviously, it’s not as cut and dry as it sounds. Let’s break this down: The right audience. Chances are...

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Branding, Marketing

Lean and Mean in 2015: 3 Tips for Building a Marketing Plan for Your Financial Practice

Whether you’re just embarking on independence or are a veteran advisor with an established firm, there are three things that remain consistent when building your marketing plan for the year. If you focus on the following three things when planning, and keep these activities on in the forefront throughout the year, you will be on...

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Branding

What is Your Value Prop, Really? How to Stand Apart in a Sea of Competition

Recently, I had an advisor question “brand-building,” and if there is really any value in this since every advisor “does the same thing.” My first thought to this – if you don’t think you do anything of value, your prospective clients never will either. If you want to be a successful business owner and top...

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