Naming Your Financial Practice: What You Need to Know
Looking for the perfect DBA name for your financial practice?
It’s a process that can feel overwhelming and, at times, futile. You might think, “All the good names are taken.” But if you shift your perspective, you’ll find there are plenty of ideas that could become your next great Brand Name. In this blog, you’ll learn:
- Why most advisors get frustrated with the naming process (and how to avoid it)
- What makes great names powerful
- The 3 non-negotiables for your business name
3 Reasons You Need A Welcome Packet For Your Financial Practice
How impressive is your onboarding process? Is it a next-level, raving-fan-worthy experience? If not, you’re probably missing out on referral opportunities, and our latest article is for you! You’ll learn:
- Why the first 6 months of the client relationship are pivotal to your relationship and referability
- How welcome packets and gifts play a key part in the referral-generation process
- What other top advisors are doing to “wow” clients during the onboarding phase
3 Types Of Client Events and How They Generate Growth For Your Practice
Spending time with your clients outside the business—is it excessive? Or fun? Insincere? Most importantly… Is it worth it? Some advisors consider their clients good friends and love the chance to socialize with them; others like to draw a clear line between professional and personal relationships. But here’s the thing—your business is inherently personal, and […]
How To Know When You Need A New Headshot
Your headshot—in most cases, it’s the first image of your face that prospects will see. That in and of itself makes it a pretty big deal. And yet, plenty of advisors put off updating their headshot because it’s a hassle, they don’t realize they need to, or they just don’t like having their picture taken. […]
How To Do Client Gifting the Right Way
Financial advising is and always will be a highly personal business, and because of that, the best marketing strategies are ones that make your clients feel like they know you, you know them, and you care about them as a person—and one great way to foster that feeling is by giving them gifts. Some advisors […]
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