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.

The Most Important Aspect of Your Business You May Be Overlooking

One of the most important aspects of any business, big or small, is the brand; if you’re Steve Forbes, it’s THE single most important investment for any business. That’s a lot of weight to carry for something that might seem like a minute detail in the wake of so many other business decisions. To…

Marketing Mistakes - Financial Advisors

I’m Rebranding My Business. Where Do I Start?

There may come a time when you want or need to rebrand your business. You may change broker-dealers, start a new firm, combine practices with another advisor, or change your services or clientele focus. If you do change your business' focus or value proposition, you may need to rebrand to reflect…

Everything You Need to Know to Get Started with Content Distribution

If you have any background in content marketing, you know that the number one rule is to create content that provides value for your target market. But what you might not know is that this is only the first part of the equation. The next is making sure that content gets in front of the people who…

Two Key Ways to Measure Brand Engagement

According to a Marketing Week survey, over 78% of participants consider brand engagement an important Return on Investment (ROI) metric, yet almost a third also say that brand engagement isn’t taken seriously by management at a company. This disconnect is likely because of the confusion surrounding…

What Does Brand Engagement Actually Mean?

We love decoding marketing terms for financial advisors and sharing how they can or can't benefit their business. One such term is "brand engagement." A lot of marketing resources talk about the importance of improving your brand engagement and how to measure it. But what does this actually mean…

The 4 Biggest Website Imagery Mistakes You Can Easily Avoid

A picture is worth a thousand words and having great imagery on your website is priceless. But how do you make the most of the images on your site? Let’s look at some common mistakes that some financial advisors make and what to do instead. Not Using Relevant Images Let’s be real, we’ve seen the…

Know These 4 Secrets For An Amazing Headshot

While in front of a camera might not be most advisors’ favorite place to be, it’s important to have professional headshots on your website to enhance your brand and connect with visitors. As a small business owner, you are your firm and, therefore, must represent it well. In addition, website…

Mobile Marketing: 4 Steps for Promoting Your New App

Mobile applications are all the craze. According to Think with Google, people spend an average of 30 hours on apps a month and are likely checking their apps morning, noon, and night. It’s no wonder that marketers across all industries are looking to capture these micro-moments and exposure with…

How Do I Personalize an FMG Suite Presentation?

In our series "FMG Suite Quick Tips," we answer your questions and show you step-by-step instructions to use your FMG Suite tools. In this segment, you'll learn how to personalize an FMG Suite presentation to fit your branding. Have a question about your FMG Suite tools? Email us at…

The Elements of a Great Logo (Plus 3 Real Life Examples!)

The logo above is from Cardinal Wealth Partners in Ohio. They make their firm name nice and clear, but still have a unique touch (the illustrated cardinal). A recent study showed that before children are able to read, they can recognize the logos of corporations like McDonald’s, Disney, and Toyota.…

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.