Your Brand Positioning Construction Kit

Brand positioning is more than just your relation to the other financial professionals in your field. It is also about the conversation your brand is having with the world at large. If your Unique Value Proposition (UVP) doesn’t match client and investigator expectations, then you will consistently attract the wrong clients and repel the right ones.

In this whitepaper we will show you:

  • How to conduct a competitor analysis.
  • How to craft a brand value statement.
  • How to reflect your brand value through digital design.
  • How to communicate your Unique Value Proposition through content touch points.
  • How to translate being the leader in your category to online leads and client referrals.

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    We’ll show you how to take your brand from bland to grand.

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    Copywriting Sample

    Distill Your Niche

    "...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
    When working with widows, there are a few first steps I recommend taking:

    1. Get Organized
    Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

    2. Budget for a Single Income
    More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."


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    Consistent Messaging

    "...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

    • Preserving wealth through proactive management and appropriate strategies
    • Mitigating risk by diversifying investments
    • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."


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    Unique Articles in Your Voice

    "...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

    At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."


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