Hiring the right marketing agency is an important decision—you pour your time and energy into your business day after day, so when you spend its resources (money or time or both) to advance its growth, those resources better be well spent. As an advisor, the decision to outsource your marketing can be especially complicated—once you decide to hire an agency, how do you find someone who understands your unique industry and won’t get you into trouble with compliance? How do you know the agency you hire will be worth your time and money?
In a world where everyone is crunched for time and our attention is pulled in a thousand different directions, you can’t waste your efforts on ineffective marketing. For advisors and other entrepreneurs, the decision to pour time and money into marketing is a big one. You want to know you’re reaching the right people, staying compliant, and doing something that will benefit your business in the long run.
So when it comes to creating and implementing those strategies, does it make sense to do it all yourself, hire an in-house professional, or outsource the job?
Business cards are just one small representation of your brand, but they can create a huge impact. They’re often the first impression a prospect has of your brand, and that one perception can make or break their decision to contact you. Business cards are sometimes a little overlooked, but if you want to establish a referral-centric practice, creating custom cards should be on your list. Keep reading to learn more about how you can design a stellar business card as a financial advisor.
If you’re reading this, you care about the health of your business, and you know that your digital presence matters. You know that showing up on Google is important too, and that your website is like a digital salesperson (we’d argue it’s even better). That being said, here are answers to the three questions we get most often about ADA Compliance from our advisor clients…
This is part three of three of our series, To DBA or Not to DBA.
In Part 2 of our series, To DBA or Not to DBA, we discussed the pros and cons of using your own name to brand your DBA (i.e., Edwards Financial Group). Using your name is a great approach in the financial industry because your clients typically know you by name and often refer you as such. But not everyone has a name that’s great for branding, and some advisors like to get a little more creative. Whether you choose the Name route or the Word/Phrase approach, there are benefits to both methods of naming your DBA. If you’re considering creating a DBA using a word or phrase, here’s what you need to know.