Referral Marketing

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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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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The Money Tree

Time Doesn't Grow on a Tree

Just a few words to get you thinking. “unlike money, time doesn’t grow on trees” I invite you to comment on what this means to you in your pursuit for more success and more happiness in your business. I also invite you to reflect on how much you truly value your time – especially the time it takes you to get to where you want to go in this business. Unlike Money, Time...

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The importance of “WHY”

Just like you always suspected……it’s all about YOU! If you ever wondered how great leaders inspire action you need to watch this incredible video by Simon Sinek at TED. It’ll have you thinking about WHY people do business with you, as opposed to HOW you do it and WHAT you actually do for them. It will challenge you to LOOK deeply at why people work with you. It will leave...

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