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.

Financial Planning for Millenials: How to Connect With a Younger Generation

Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…

LinkedIn Marketing for Financial Advisors

Harnessing the Power of LinkedIn for Financial Advisors According to a 2019 Putnam Investments survey, around 80 percent of advisors find new clients using social media sites, and, on average, those new client pickups added nearly $4.9 million in assets. Social media continues to grow as one of…

Social Media Marketing for Financial Advisors

Social media is a long-term strategy, an investment in your marketing. It does not provide immediate results, but brings benefits with time. In this blog post we will look at the benefits of social media and some strategies to help you acquire these benefits for your business. The Benefits of…

Brand Engagement for Financial Advisors

What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…

Harness the Marketing Power of the Financial Advisor LinkedIn Summary

Your advisors meet new prospects every day. Fifteen years ago you would have told them to give each new contact a business card, but now your advice has changed. The best advice to give to advisors who will be connecting with new prospects? Work on your financial advisor LinkedIn summary! The…

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,…

FMG Suite digital marketing tips for financial advisors and insurance agents

What Mistakes Have You Made With Your Social Media Marketing?

In this week's Marketing Tip, the Marketing Box calls out our social media vulnerabilities! We own up to some of our past social media marketing mistakes so you don't have to make them yourself. Marina handles a lot of our social media marketing and she shares that one mistake she has made in…

We Made These Four Social Media Mistakes (So You Don’t Have To!)

Social media marketing is an ever-evolving strategy that companies, both big and small, are always working to adapt. And in adaptation, there are going to be mistakes. But luckily, social media mistakes offer great learning opportunities to improve your strategies. What better way to learn than to…

LinkedIn vs. Medium: Battle of the Publishers

As you ramp up your content strategy, you will likely be thinking of ways to get more traction on your blog. But where should financial advisors post content to attract the right audiences and make their content efforts worthwhile? Luckily, there are countless avenues today for you as a financial…

5 Tools to Increase Marketing Productivity

Between self-driving cars, Artificial Intelligence, and the Internet of Things, it’s hard to turn a corner without encountering some sort of automated bot. Technology is on the rise and more and more tasks are being automated to increase efficiencies. As a financial advisor, you have likely seen…