Financial Advisor Brochure

Your Brand: Designing a Custom Brochure

What reaction do you want prospects, centers of influence, and clients to have when you present your custom-designed brochure? You want them to say verbally “Wow. Nice brochure.“ And you want them to think subconsciously “I am impressed by this financial advisor. They present themselves well and they offer what […]
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19 Tips Financial Advisors Can Use for a WOW Business Card

Business cards are an extremely important part of the branding strategy financial advisors can use to be market leaders in their field. Some may think the “calling card” is a thing of the past, but they are simply wrong. Business cards are still widely used as a form of trading […]
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Branded Financial Services are Easier to Sell

For many years I’ve been speaking about how branded financial services are easier to sell. If you’re like most financial advisors, your services sound pretty much like all other financial advisors. You offer financial planning and investment management, usually to anyone who needs it. Nevertheless, prospective clients who are considering […]
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Use Benefits in Your Value Proposition

Financial Advisors Can Use BENEFITS rather than FEATURES in their Value Proposition Are you making the mistake of focusing too much on features you provide rather than benefits clients are seeking? Never forget, prospective clients always want to know: “What’s in it for me?” Potential clients have concerns based on […]
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