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What makes financial marketing successful? 0

April 25, 2017

As a product or service provider, it’s part of your job to educate your client base about what makes your product or service different and how it can solve a problem or meet a need. Yet so many providers fail […]

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What’s a brand audit? 0

February 16, 2017

A brand audit is an evaluation of everything that makes up a firm’s identity and the impression it leaves. It’s a close look at the firm’s look and feel, messages, voice, marketing materials and online presence. Determining how your brand […]

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Signs your firm needs a rebrand 0

November 9, 2016

With the speed of communication today, perceptions are created quickly. Taking the time to create the perception you define in a well-thought-out brand can be an invaluable investment in your firm. Your brand defines your firm’s personality, and serves as […]

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What are you saying? 0

October 17, 2016

Words matter. Impressions last. With the lightning-speed of today’s communications, it can make a difference to take a step back and think about what and how your firm communicates to your clients and prospects. Often we find that RIA firms […]

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Why are you in business? 0

August 11, 2016

The simple answer to one question, “Why are you in business,” can be used to start building the foundation of an authentic and meaningful brand, and subsequently all your marketing communications efforts. Perhaps the reason you are in business is […]

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A little communication can go a long way 0

March 30, 2016

Advisors and investment managers should have a communication plan in place so they can be proactive during volatile, uncertain times. As the media routinely exaggerates negative economic stories, investors have a natural tendency to panic. In the midst of that […]

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Is it time to refresh your brand? 0

March 1, 2016

Do your marketing communications materials tell a consistent story about your firm, why it exists and what services you provide? Does each member of your team tell the same story? Or do you have multiple approaches and messages coming out […]

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Perception is your clients’ reality. 0

October 21, 2015

If perception is reality, then an important question to ask yourself is how your clients and prospects perceive your firm. Do your clients and prospects see your firm as you want it to be seen? Strong, clear marketing messages can […]

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The ABC’s of Branding your Advisory Practice 0

June 29, 2015

Last week we talked with Nicole Coulter at RIA Central about branding basics for advisory firms. Asking the right questions, building a visual base, and communicating your brand consistently are the key ingredients for successful brands. Branding doesn’t have to […]

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Without a strong brand, adviser marketing runs the risk of being disjointed or inconsistent 0

May 26, 2015

We’re talking about branding in Investment News this week, in the article “If advisers don’t have a defined brand, marketing efforts can fail.” Branding is an important prerequisite for advisers when creating marketing materials or programs. Without creating a strong […]

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