Topic: Financial advisor branding

Branding, Marketing, Public Relations

Why Choose an Industry-Specific Marketing and PR Firm: The value in working with a firm that knows your business

Marketing plans are in the air. Since the start of the New Year we’ve had a lot of interest from advisors nationwide to help strategize their branding, marketing and PR goals. One common question we hear from advisors is why should they work with us instead of a marketing firm located in their city. Other...

Read More

Branding

Build Me A Website. Who Cares What It Says!

Recently I had an advisor contact my firm to request a quote for building him a custom website.  He clearly understood the value in having a custom site to suit his functionality needs.  We went through the standard process of determining what he wants the site to do – capture leads, allow for downloads, play...

Read More

Branding, Marketing

Quantifying Your Creativity: How to achieve maximum marketing results

Time and time again, new advisor clients will ask me to "quantify" their investment in creative services: "If I spend X, am I guaranteed Y?" While I wish creative services and the costs associated had a direct correlation to specific outcomes and immediate results, the reality is: it's all variable. Creative services -- pending the...

Read More

Branding, Marketing

Maximize Your Marketing

Results. It’s the name of the game. Business has everything to do with results. But in order to achieve measurable results for a business, such as new clients for your financial planning practice, a comprehensive marketing plan must be put in place. Many business owners, regardless of the industry, seem to believe that they can...

Read More

Branding, Public Relations

Go for the Gold with a Winning Combination!

The art of growing your financial advisory business can be loosely compared to playing a sport. You’ve got competition; in fact, there may be people bigger and stronger than you and your independent practice. But in order to win over new clients, you have to train, stay focused and keep your eye on the prize...

Read More