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.

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…

Master Account-Based Marketing in 5 Steps

How to Use Account-Based Marketing for Financial Advisors   Account-based marketing (ABM) requires investing quite a bit of time with setup, but can result in significant ROI for those who dedicate the time to master it. If you’re ready to dive into ABM to scale your growth and revenue,…

5 Tried-and-True Strategies for Promoting Your Whitepaper

Creating content is no simple task, and whitepapers usually require the most commitment. Whether you've written your whitepaper yourself or relied on the help of a writer, you want to ensure you get the most value out of it - quality leads and engagement from prospects and clients. Once you've…

I Want to Advertise, But I’m On a Budget. Help!

The words "budget" and "advertising" rarely go hand-in-hand. Traditional advertising (print ads and billboards) is expensive and rarely within budget for a small business or sole proprietor, like an independent financial advisor. However, digital advertising offers a number of opportunities for…

5 Paid Ways to Boost Website Traffic

In the world of marketing, organic (non-paid) website traffic is the ultimate goal. This is because organic traffic is free and often brings people to your site that are ready to convert. This reduces the cost per lead and can help increase your book of business. But businesses can’t just rely on…

What is Native Advertising?

As defined by Small Biz Trends, native advertising is "a form of online advertising that matches the form and function of the platform on which it appears." But what exactly does this mean? In this week's marketing tip video, Brandon and Marina talk about the rise of native advertising and the…

Native Advertising versus Content Marketing

A few years ago, native advertising was new on the marketing scene and just 3% of people were knowledgeable about the topic. Content marketing was early in its heyday and overshadowing just about every other form of marketing. Today, while content marketing still ranks at the top of the pyramid for…

Launching Your First Marketing Campaign: A Step-By-Step Guide

Recently, the most frequently used word you’ll hear around our office is “campaigns.” Since launching our new marketing tool, it’s all we can talk about. While there are many different definitions, we define a campaign as a series of outreach efforts on multiple channels based on a common theme.…

3 Ways Financial Advisors Can Advertise on LinkedIn

While many service professionals may think of LinkedIn as merely a place to house their online resume, it can serve as a much more dynamic social media. You can create a business page, post your own blog posts, and share content from people that you follow. In addition to using LinkedIn to grow…

3 Ways Financial Advisors Can Advertise on Twitter

Depending on your goals, Twitter offers different ad campaigns that accomplish different things. For example, their website click campaign’s goal is to gain website traffic, while the followers campaign’s goal is to increase followers on your profile. Here, we'll look at three ad campaign options…