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.

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…

5 Marketing Tactics You Can Still Accomplish in 2016

Many of us set big resolutions at the beginning of the year, only to fall short come December. We understand. We get busy and run out of time to get everything done. If you fell behind in your marketing - or are just looking for a few last-minute tactics you can check off your list - here are five…

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…

3 Myths About Local Business Listings

We get it. The idea of business directories, such as White Pages, sounds antiquated. But online local business listings are an essential component of a financial advisor’s digital marketing strategies. Here are three common myths about local business listings and the truth about our new service,…

3 Ways Advisors Waste Money on Marketing (And What to Do Instead)

Many small businesses tackle marketing budgets as an afterthought; if we have enough in our budget after our expenses, we may spend some money on marketing. But in reality, marketing should be tackled proactively and business owners should set aside a monthly budget to spend on these tools.…

6 Tools for Financial Advisors to Streamline Their Business

If you’ve been in business for several decades, you’ve seen firsthand how technology has simplified a lot of our daily tasks. There’s an app for just about everything, including daily business and marketing tasks. By harnessing the power of these tech tools and apps, you can streamline your…

What are Local Business Listings?

Local business listings refer to online directories where a business' vital information is listed, including contact information, address, website address, and (possibly) photos. Think of it as a modern version of the Yellow Pages. Having your business listed in as many of these business listings…

5 Reasons Why Local Business Listings Matter for Financial Advisors

Like most marketers, we've been guilty of this critical marketing error: focusing on the big, obvious strategies. But while content, email, and social media marketing are crucial for success, there are more basic tactics that can be just as (if not more) effective, simpler to launch, and less…

How Can I Market My Business Locally?

Even if you're licensed in multiple states and serve clients nationwide, most advisors and boutique practices thrive on local business. If you fall into this category, it's important to give your local marketing strategies some extra love and attention. In this week's marketing tip video, Craig and…

Three Ways to Take Control of Your Online Reputation (Plus: Free Tools to Help!)

Just like your brick-and-mortar firm, who you are online matters. We all know the importance (and ongoing maintenance) of keeping our in-person reputations intact, but how does your online reputation measure up? 75% of consumers say that word-of-mouth referrals are a key influencer in their…