How to Establish Your Brand as a Financial Advisor - Synergy Brokerage Partners
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How to Establish Your Brand as a Financial Advisor

By May 8, 2018 No Comments

If you’re an Independent Financial Advisor who wants to capture frequent quality leads and transform them into customers, you have make yourself stand out among the crowd. It almost goes without saying this will take an incredible amount of work, but the good news is that you’re mostly competing with other advisors in a specific geographical area, so it may not be entirely difficult to rise to the top. The main question you need to become successful is how to truly separate yourself from the pack. This article contains a few important tips to help you do just that.

Make Your Brand Undeniable

All of your competitors are ultimately going to be conveying a very similar message that prospective clients will hear from every advisor they do research on. These people have heard far too frequently that you’ll treat them like family, or that you pride yourself on your customer service. You have to look inward and figure out exactly what makes you unique, and how you can take advantage of it.

If you’ve been around for awhile, perhaps you can use your outreach as a stalwart in the industry. There’s nothing you haven’t seen or done before, and each new client that comes your way knows that they can trust you. If you’re rather new to the industry, you can promise innovation, and a familiarity with all these revolutionary tools that you can use to your clients advantage. You can tout your strategy that works that more traditional firms may not be willing to explore.

Make Your Brand Accessible

Once you establish the message of your brand, you need to make sure that you can use it to establish outreach to your desired client base. For example, if you’re a newer firm who promises innovation within strategy, then you need to make sure that you make a prospective client feel the same way about their portfolio that they feel about the latest piece of tech in their home. Make them feel like they’re ahead of the curve for simply choosing you as their financial advisor.

Make Your Brand Understandable

While it’s incredibly pivotal for prospective clients to understand your brand, it all starts with you and your company. Because you’re the one in charge, you need to live out your company’s message in your daily work. Convey it to any employees you may have, but it’s of the utmost importance to show and not tell.

It takes a lot of time to build your brand. Once you identify exactly what that brand is, it also takes a lot of time to refine it and build upon it further. From the appearance of your site, to the messaging on your site, to the events you organize, a prospective clients needs to easily identify exactly what message you’re delivering when they interact with you or your site. By implementing these tips you can be well on your way to accomplishing that feat.

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