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.

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,…

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…

Why Should I Be Concerned About SEO?

SEO is a complicated topic for advisors. Financial services is very different than most businesses that SEO caters to, such as restaurants and clothing stores. While SEO is important for financial advisors marketing their business, some strategies work better than others. In this week's marketing…

Google Penguin 4.0: Everything You Need to Know

Google is always updating their algorithms to help clean up search results and make sure that users are getting the most relevant results. Hoping to stop spammy Search Engine Optimization (SEO) techniques, Google is always revising their algorithms and these changes keep marketers on their toes.…

What Really Matters for SEO for Financial Advisors?

SEO is a tricky topic for financial advisors (and marketers in general) largely because there is a lot of misinformation. Ask 10 different SEO experts and you’ll get 10 different opinions on what works and what doesn’t. One reason is that Google’s algorithm is constantly changing so what worked…

4 Simple Ways to Attract More Prospects in Your Local Area

Even among advisors who serve clients in multiple states, many of them that we work with largely rely on referrals and locals in their community to build their book of business. While technology makes it possible for us to virtually meet people from across the world, many investors crave in-person…

What are Free Ways I Can Drive Traffic to My Website?

We all know how important website traffic is. The more you gain, the higher your website can rank in search engines. While the most obvious way to boost your traffic is through advertising and SEO services, these come at a high cost that usually far surpasses a small business' marketing budget.…

How Much Weight Should I Place on SEO?

SEO can be a dangerous word in the marketing world. There are a lot of differing opinions and conflicting strategies floating around. Some professionals live by SEO, while others debunk the myth of its importance. In this week's marketing tip video, we share our honest opinion on SEO and what it…