Set yourself apart with an authentic and differentiated brand identity
We recently published the Financial Advisor SMART BOOK™. This resource is a comprehensive guide to help independent financial advisors build an ‘independent difference,’ that is, a strategy-led, systematic growth program with 9 proven strategies. The goal is to help advisors:
- Increase Volume: Generate More Visits & Inquiries
- Increase Client Value: Get Better Qualified Inquiries
- Increase Velocity: Increase Conversion Rates
- Increase AUM and Revenue: Optimize Engagement for AUM growth and Revenue Impact.
[Strategy 4 of 9] Brand Presence: Craft a Distinctive Brand Identity and Digital Presence
Brand matters, but many advisors look and sound the same. You want your brand identity to tell a story and build trust in the hearts and minds of your prospective clients. Set yourself apart with an authentic and differentiated brand identity, collateral, and digital presence.