Advisor Branding

7 Simple Website Truths

There are many ideas about what a successful website is or isn’t. After 11 years of building website for financial professionals, here’s our take: It’s not “build it and they will come”. Build it then send them there. Your website always precedes you. Invest in your website. Brevity wins, always. Don’t write a book. Write a sentence, or two. Simple text wins, always. Use...

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7 Simple Truths

Have you ever wondered why you haven’t been more successful? Why it always feels like you haven’t quite nailed the perfect formula to grow a more sustainable, more profitable and more rewarding business? And are you tired of feeling like you’ll have to work harder to make more, when in fact you’re mostly looking forward to working less and making more? We’ve been helping independent...

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How to develop a successful brand?

Admittedly, what we do as branding experts does not make an advisor’s brand. The advisor does – you. It’s not your logo, your tagline or your professional website that we create that makes your brand- it’s the you.  It’s the experiences you have with your clients, it’s the value and relevance clients gain from your advice. It’s your process, attitude and...

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#1 Benefit of Branding

It’s not what you might think! When financial professionals, financial advisors, and financial planners think about improving or developing their brand, they normally think of how it can increase revenue or their image in the community. With 11 plus years helping these professionals I can tell you the single biggest benefit of branding is neither. Surprised? Most advisors we work with find...

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Brand Rants

A series of short audio recordings about branding. Your Brand Precedes You People assess you before they ever meet you. Audio MP3Audio MP3 (2 min 50 sec) The Role of your Website It’s not “Build it and they will come”, it’s “Build it for when they come!” Audio MP3Audio MP3 (3 min 29 sec) Introductions A powerful higher-level of referral Audio MP3Audio MP3 (1...

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Logo Basics

Creating your company logo is an important and often emotional decision. The purpose of this article is to make that decision a little easier. Before we get started, here are a few basic logo concepts. Your Logo: distinguishes you from others communicates what you do well displays your personality demonstrates you care about your company image must be recognizable and memorable The first thing...

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