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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?

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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.

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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…

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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.

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This is part two of three of our series, To DBA or Not to DBA?

If you’ve made the choice to create a DBA, the next step is deciding what to call your financial firm. Typically, the biggest struggle advisors face when choosing a DBA is whether to name their company after themselves (i.e., Edwards Financial Strategies), or to create a whole new name with a word or phrase (i.e., Prairie Financial Group). There are benefits to both routes, and in this blog, I’ll discuss the pros and cons of using your own name in your DBA.

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