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.

Financial Planning for Millenials: How to Connect With a Younger Generation

Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…

Instagram and Financial Advisors: What You Need to Know

Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? This is a question our marketing specialists get all the time. Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and…

How to Generate Leads with Content Marketing

How to Generate Leads for Financial Advisors Lead generation for financial advisors used to be a tedious endeavor that consumed a lot of valuable time. But with the advent of digital marketing, you can harness powerful tools that are more efficient and more effective for growing your business. From…

LinkedIn Marketing for Financial Advisors

Harnessing the Power of LinkedIn for Financial Advisors According to a 2019 Putnam Investments survey, around 80 percent of advisors find new clients using social media sites, and, on average, those new client pickups added nearly $4.9 million in assets. Social media continues to grow as one of…

video content marketing website financial advisors

Financial Advisor Marketing Videos: The Ultimate Guide

The Power of Financial Advisor Video Marketing Nearly 65% of people are visual learners, making visually appealing content crucial for service professionals. Financial advisor marketing videos connect with your clients and prospects in an engaging way that is unmatched in digital marketing. In…

Top 5 Digital Marketing Tools for Financial Advisors

From market demographics to digital technology, how prospects and clients engage with your brand has changed — and their expectations are clear. People want to work with financial advisors who are in tune with today's technology. They want to work with a professional who meets them at their level.…

Social Media Marketing for Financial Advisors

  In a past seminar, “Growing AUM Through Digital Marketing,” VP of Corporate Development at FMG Suite, Rick Fox, sat down with industry insiders to discuss the state of social media marketing for financial advisors and other marketing mediums. Discussions from the seminar included marketing…

3 Ways Financial Advisors Can Use Online Ads to Grow their AUM

Financial advisors who want to grow their business and increase their AUM need to learn about PPC advertising. Investing in paid ads has gone from an alternative growth-strategy to a necessary one. While advertising in traditional print media has served financial advisors well for a long time, that…

Lead Generation for Financial Advisors: 11 Field-Tested Strategies

While the recent pandemic has shaken the economy and changed the way we connect, it has also increased the need for financial advice — and the way consumers find it. According to ThinkAdvisor: “During the first six months of the coronavirus in the U.S., the relative frequency of user searches for…

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…