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.

7 Marketing Ideas You Might Not Have Considered

Marketing is all about getting the right content, to the right person, at the right time. Part of any successful marketing plan is making sure you have a variety of techniques and avenues to help promote your business and stay ahead of the competition. While you may have your tried and true…

5 Apps to Help You Market More Productively

We love our apps. The average smartphone user spends nearly 3 hours a day in apps and accesses close to 40 apps per month. To make matters even more complicated there are over 6 million apps to chose from! One of the fastest growing categories of apps is 'productivity'. But searching through…

Marketing Mistakes - Financial Advisors

What the Heck is the Client’s Journey?

"The client's journey" (also called the buyer's journey) is a term thrown around a lot in marketing, but what does it actually mean and do advisors need to care? In this week's marketing tip, Craig and Brandon define the "client's journey" and why advisors need to consider it in their marketing.……

Financial Advisor Marketing Journey

3 Ways Understanding a Client’s Journey Will Change Your Marketing Forever

In today’s age of short attention spans, media influxes and smarter advertisements, understanding your client’s journey is more important than ever. Making sales is no longer a case of cold calling or plastering your name on billboards. You must understand your client’s concerns, offer yourself as…

Get Your Marketing New Year-Ready

You’ve got your New Year’s Resolutions set, your annual vacation planned, and your business goals lined up. But is your marketing ready for 2017? The start of the new year is a great time to prepare your marketing for what’s to come. In ringing in 2017, we suggest getting your marketing all…

What are Some Marketing Trends I Can Expect to See in 2017?

The only certainties in life are death, taxes, and new marketing trends. Strategies come and go, and what's popular this year may be replaced by a newer and bigger marketing tactic next year. As an advisor, it's important to stay up-to-date on the latest trends so you can know how best to spend…

The Top 4 Email Marketing Trends for 2017

We’re all aware of the power of email marketing, especially for financial advisors. We’ve spoken with countless advisors who have gained new clients and increased their assets under management due to their ongoing email campaigns. Like any other strategy, email marketing is constantly evolving to…

4 Content Marketing Trends for 2017

Content marketing has been a prominent strategy for years, and it'll only continue to increase in importance in 2017. More small businesses are investing in content marketing and it's paying off: while in 2015, only 30% of marketers said their content marketing was effective, in 2016, that number…

Our Top 3 Social Media Marketing Predictions for 2017

As the new year dawns, business owners everywhere are making New Year’s resolutions. Whether you want to be more active on social media, finally get that website up and running, or publish your first blog post, 2017 is the year to do it. Before the new year starts, we like to lay out some of our…

Why You Need to Spend Money on Marketing

The best things in life are free, but this isn't always the case when it comes to your business and building your clientele. We've frequently been asked by advisors why they should spend money on marketing, how can they market for free, and how they can justify investing hundreds (or thousands) of…