your vibe attracts your tribe - authentic blogging for financial advisors

Your vibe attracts your tribe – authentic blogging for financial advisors

Your vibe attracts your tribe – authentic blogging for financial advisors Be real, be authentic.   As a Coach for financial advisors, I recommend blogging as a digital marketing strategy in your Business Plan.  Because our lives have become more and more digital or virtual, we tend to crave something […]
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Should financial advisors create a personal brand or a business brand?

Should financial advisors create a personal or business brand?

Should financial advisors create a personal or business brand?   For financial advisors, building a business brand may be the better choice. As an Executive Coach for financial advisors, Branding is one of they topics I most enjoy working on with my clients. Financial planning and investment management can be […]
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11 tips for a better financial advisor brand

11 tips for a better financial advisor brand: use creative design

I have been working with Financial Advisors on their Branding since 2004! 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 […]
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brand elements

Financial advisors: what are the elements that make up a brand?

What is financial advisor branding? What does it really mean? A Brand can be such a mysterious concept that unless one is familiar with the definition of Branding, it’s easy to be confused. In this blog post, I will help you understand what are elements that make up a brand […]
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Your Brand: 5 must haves for financial advisor voicemails

“Hello, you’ve reached the voicemail of …” We’ve all heard messages that start like this. You call a business or a person, and for whatever reason they aren’t available, and you have to leave a message. This is a very common thing and something we’re all used to. This message, […]
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taglines that sizzle for financial advisors

Financial Advisor Taglines: FAQ, Slogans, Examples, and More

Financial Advisor and Wealth Management Taglines If you’ve been following me,  you know that I am a big believer in using effective taglines to BRAND YOUR FIRM and communicate with prospects and clients, both consciously and subconsciously, regarding your brand benefit. It’s been awhile since I’ve written about taglines so […]
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competitive advantage

How Financial Advisors Can Create a Competitive Advantage

When I was studying at the University of Hawaii in the late 80’s, every single textbook about marketing contained information about “competitive advantage” and how to achieve it. Although my major was International Business, I was fascinated by the topic of marketing and it became my focus for growing my […]
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Boost your Financial Brand by Branding Your Process, Program, or Investment Technique

Happy weekend! I hope you’ve got some fun things planned so that you can enjoy the success you’ve been building in your practice. I’m doing a quick blog post today about branding. Why do most financial advisors look the same? Same websites, same presentations, same business model, same ordinary brand. […]
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custom financial advisor brochure

Your Brand: Designing a Custom Financial Advisor 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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