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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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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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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