13 Signs You Need to Update Your Financial Planning Brand

Written by Suzanne Muusers on October 5, 2012

You don’t have a logo
You have a blog without a WOW banner
Your website or blog banner features no images
Your brand is missing a tagline
Your brochure is an off the shelf tri fold devoid of custom content
Your financial practice name is your own name
You haven’t branded your financial planning process
You need to update your Value Proposition
You haven’t branded your client experience
You are using a template website rather than a custom website
Your brand colors are standard – blue and white
Your target market is aging and you want to appeal to a younger audience
Your company has changed service or target clients since its inception

About Suzanne Muusers

Suzanne Muusers has been coaching financial advisors since 2004 on prospecting, marketing, and branding and how to attract your ideal clients. If you have the budget and are ready to hire a coach "Book a call." View all posts by Suzanne Muusers »

5 Responses to “13 Signs You Need to Update Your Financial Planning Brand”

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Suzanne Muusers says:

October 5, 2012 at 8:09 pm

Adrienne, Your smiling face is your brand and it’s a fine one at that! Suzanne
Suzanne Muusers says:

October 5, 2012 at 8:11 pm

Justin, Nice to see you here again! Suzanne
Suzanne Muusers says:

October 12, 2012 at 11:08 am

Thanks Rosey. Check back again soon!

Trackbacks

4 Ways to Appeal to Affluent Prospects With Your Brand says:

October 5, 2012 at 2:18 pm

[…] 12 Big Signals That You Need to Update Your Financial Planning Brand Categories: Affluent Marketing […]
Does Business Coaching for Financial Advisors Work? says:

November 17, 2012 at 7:46 am

[…] Brand – Do you have a distinctive brand that helps you compete in a crowded market place where there are so many people calling themselves financial advisors? What you need is a Value Proposition focused on the needs of affluent clients. […]