Creating the Perfect Logo for Your Financial Practice: 5 Mistakes to Avoid
This post is part of our Branding 101 series.
When you’re building a brand, one of the first elements you’ll need to address is your logo. Your logo establishes a visual foundation for the rest of your marketing collateral, and you’ll use its elements (colors, fonts, shapes, etc.) repeatedly as you create new materials. That said, it’s important to think about your logo’s impact on the rest of your brand as well as the impression it gives as a standalone piece.
Learn more about the elements that make a great logo in this blog.
Celebrating Our Clients Who Are the Forbes Best-in-State Financial Security Professionals!
We’re so proud to extend a heartfelt “Congratulations!” to the 168 clients we have on the 2022 Forbes Best-in-State Financial Security Professionals list, a collection of over 800 advisors! Keep reading to see the full list.
Congratulations to Our Clients Who Made the 2022 Forbes Top Financial Security Professionals List!
We’d like to send a huge “Congratulations!” to our 24 clients who made the 2022 Forbes Top Financial Security Professionals list! Keep reading to see the full list.
How To Take A Hard Look At Your Website (And Know When To Refresh It)
This post is part of our Branding 101 series.
Financial advising is a highly personal business—clients trust their advisors with their life’s work, their future, their family, their legacy—and they don’t entrust that responsibility to just anyone. That’s why referrals are such an important tool for advisors. But when someone is referred to you, their next step isn’t to contact you; it’s to vet you to decide if they should.
In Part III of our Branding series, we’re discussing four ways to know if your website is up to par and ready to convert referrals.
Strategic Messaging: The Written Foundation of Your Brand
This post is part of our ongoing Blogging 101 series.
If you’re rebranding, forming a DBA, or simply refining your marketing strategy, you might wonder, “Where do I start?”
What elements of your marketing should take priority? How do you make sure everything aligns with the brand identity you want to portray? What project should you focus on first so you don’t have to backtrack or edit things later?
When we help advisors define and refine their brands, we tackle one project very early in the process—strategic messaging.
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