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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How Financial Advisors Can Get 50% of Their Clients From Their Website

Hallelujah!  My new website has been born. It’s been 10 months in the making – lots of planning, a massive amount of decision making, and a few bloopers along the way, but it’s finally done. I’m resting comfortably in the knowledge that between my designer, my developer, and my writing, […]

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Branding Your Practice Means Using Creative Design

Branding your practice has many benefits, the least of which is to stand out from the multitude of financial advisors competing for the same clients. Since purchasing decisions are mostly made subconsciously, it pays to brand your financial advisor practice. What will branding your business GIVE you? Higher quality clients. […]

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