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 and investment product management teams are surprised by the unintentional messages they and their teams may be sending through their content. Exploring this means looking in all the places your messages are shared: your websites, pitch books, sales presentations, articles and social media.
Consider the following questions:
* Do you ever have to re-explain how you or your services or products help clients?
* Do your clients understand the full extent of your services? Do you ever hear “I didn’t know you could help me with that?”
* Are your clients able to explain how you help them to their friends and colleagues?
* Does your entire team (sales, office staff, etc.) use the same consistent messages?
* Are your website, materials and social media helpful to you and to them?
If you aren’t crystal clear that you and your team are sending the right messages to the right audiences, we can help.
A.Z. Communications offers marketing materials and ongoing content, communications audits, brand identity and key messaging platforms.
We work with financial advisory and investment management firms, and we’d love to help you develop content that communicates what you need to say.