Advisor Branding

How to Start a Movement

I’m not sure how effective this will be for your business but I’m open to hearing about successes and failures. Mostly I’m interested in seeing your...

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When NOT to Invest in Marketing

Don’t invest in Marketing until you feel good about your Brand My jaw dropped when I read the following line in Clive Cussler’s book The Silent Sea. Even a beautiful frame can’t help an ugly painting It’s a little bold but it hit home – hard.  Time and time again, people come to us looking for quick fixes.  Things like: captivating one-sheets, dazzling brochures, compelling...

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Thinking About A New Website?

If you’re thinking of investing in a new and improved website, you and your team will want to answer some important questions. How effective is your current site? What role do you want your new website to play? How will you know the if the new site was a success? What functionality is imperative to have on your new site to support sales, customer service and management? The attached...

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Branding: Beyond the Hype

There’s a lot of hype surrounding branding for independent financial advisors; and there’s also some skepticism. Branding is often portrayed as Tinseltown in contrast to the value driven services and client experience you deliver which are more like Steel-town. Pumping up branding to Hollywood status is irresponsible and incorrect. Here is the naked, unabashed truth: branding alone...

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Trajectory Consulting

Name: Trajectory Consulting Tagline: We Build You Lead Website: webuildyoulead.com Other Projects: Planning Process, Brochure, Social Media Integration … and...

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Beacon Financial Group

Name: Beacon Financial Group Tagline: 4 Dimensional Investing Website: Coming Soon Other Projects: Web Site, Planning Process, Brochure … and more Before & After BEFORE AFTER - click image - - click image...

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