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.

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.…

Marketing Mistakes - Financial Advisors

What are Some Must-Haves For a Good Logo?

A logo is an essential component of your website, branding, and online presence. Within a single image, you represent who your firm is - whether you choose just to use your name as your logo or incorporate a design or tagline. This logo will travel with you for years, populating your social media…

Think You Have an Established Brand on Social Media? Take This Quiz

We all know the aphorism: if all of your friends jumped off a cliff, would you do it, too? This is the kind of question our mothers liked to ask us to make sure we weren’t following others blindly and able to make our own decisions. Unfortunately, many companies on social media are this dilemma…

Advisor Gains New Clients After FMG Suite Website Launch

It’s not uncommon for us to receive amazing feedback from our clients, many of whom share incredible success stories. From building an influential online presence to gaining new clients to landing million dollar accounts, financial advisors using our marketing automation platform see results from…

Ask a Designer: How Can I Create the Best Looking Website Possible?

We don’t expect you to be a website guru or a design expert. You’re an expert in your industry and we’re in an expert in ours. It’s why you and thousands of other financial advisors and insurance agents rely on us to help with their marketing. One of the biggest and most overwhelming marketing…

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.