A brand positioning strategy is a plan that defines your unique identity through specific, consistent messaging in everything from digital marketing to the services you offer. Your brand is not your name, website, or logo; your brand is the story of who you are that separates you from every other financial services provider.

Financial advisor branding is all about building an online presence that connects to the needs, emotions, and intellect of prospects. A successful brand positioning strategy will define your company in a way that distinguishes it from the thousands of other service providers and creates a powerful and stable competitive advantage.

Imagine what harnessing the power of financial advisor branding could do for your company. The story of your specific approach to financial services and client relationships builds trust, creates a position of authority, and helps increase your AUM.

Brand Engagement for Financial Advisors

What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…

brand story

Tell Your Brand’s Story With Visual Content

Your Financial Advisory Brand Has a Story—Share It! Your brand story is more than content and narrative. A brand story goes beyond website copy, the text in a brochure or the seminar used to pitch to prospective clients. Your story isn’t just what you say —  it’s also what your audience believes…

FMG Suite Marketing Strategist Explains His Four Marketing Pillars

One of the greatest challenges financial advisors face is keeping up with the latest marketing trends. They’re so busy taking care of their current clients and running their business that they don’t have time to learn marketing. Even if advisors do sporadically catch up on marketing best-practices,…

Native Advertising: A Beginner’s Guide

What is Native Advertising for Financial Advisors?   Native advertising is a form of paid media where the ad experience blends in seamlessly with the surrounding non-paid content. Native ads should match the visual and functional design of the media used, meaning that users might not know…

female-financial-advisor-creates-value-proposition-on-whiteboard

How to Create Your Financial Advisor Website’s Unique Value Proposition

Over 60 percent of investors think all advisors make the same promises, making it hard to tell the difference between them. How can you, as an advisor you set yourself apart? How can you convince prospects or site visitors right off the bat that you provide the exact service they’re looking for?…

Susan Danzig

Choosing a Niche & Why it Matters

Note From FMG Suite: We have been working with Susan Danzig for many years now. Her insights into the world of branding and marketing for financial advisors have been incredibly valuable, both to our company and to our clients. This is an edition of her weekly column Susan's Branding Corner, where…

The Power of Personal Marketing for Financial Advisors

Personal marketing is extraordinarily powerful for financial advisors, especially those in multi-advisor firms. While a company name, logo, and brand are powerful assets that should be guarded and developed, nothing beats the relationship developing nature of an advisor’s face and name. While…

Local Business Listings: The Ultimate Guide for Financial Advisors

What are Local Business Listings? Local business listings, also known as local citations, play a vital role in financial advisors' reputation, rankings, and revenue. That’s why it’s critical to understand what these marketing tools entail and how they can help you grow your business. Think of local…

The Four Components of Brand Engagement

  Did you know that 64% of consumers cite shared values as the primary reason they have a relationship with a brand? As a financial advisor, this applies to and your brand as well. Establishing a brand that speaks to your potential clients and aligns with who you are as a business is key to…

How to Create a Winning Financial Advisor Branding Strategy

Think about some of the most well-known brands in the world. Every successful brand creates a connection with a specific audience by delivering a promise in a genuine way. Your prospects and clients want a promise of consistent expert advice that they can count on in any economic climate. They want a promise that says, "Here's who we are, what we do, and how we are here to serve you."

When your brand gives your audience what they want and need from a position of authority, then your audience will gladly respond with their loyalty and their business.

When your brand position is clear and inspiring, that same audience becomes brand ambassadors by spreading the word because they want to be a part of your story.

FMG Suite helps you create your unique, inspiring brand so you can pull away from the pack. Our comprehensive collection of branding articles will help you learn branding basics and more advanced techniques for creating content that resonates with your audience. When you build your brand using proven components and tell your story in a genuine way, you will be rewarded with long-term success.