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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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This is the first post in our ongoing Branding 101 series.

When it comes to marketing your financial practice, you have to start by identifying who you are. You need to understand why you’re special and what you offer that other firms don’t. You need to know why clients love working with you, what they experience during that process, and what your firm looks like to the outside world—only then can you highlight your strengths and reach the right people in the right way. In short, before you can market and advertise your firm effectively, you need a solid brand identity.

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This is part 2 of 2 in our series: Social Media for Financial Advisors

If you’ve been wondering how to use social media more effectively in your financial practice, you’re in the right place. Marketing for advisors requires a different approach than most businesses, so it helps to know how to leverage specific tools like social media to build your brand and grow your business. In this blog, we’ll discuss the importance of your company profiles and how they help increase conversions during the vetting process.

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This is part 1 of 2 in our series: Social Media for Financial Advisors.

Most financial advisors know social media is an important marketing strategy, but they don’t always understand the how or why. It’s confusing (and understandably frustrating) because there are plenty of marketing articles touting the impressive ROI for both paid and organic social media posts. Consequently, advisors are often disappointed when they post for months on end and see no tangible return for all their work. 

But here’s the thing—most of those articles weren’t written with you in mind.

Keep reading to learn more about social media for financial advisors, and why it’s important.

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When I meet with a new financial firm or I call a client I haven’t spoken to in a while, I like to ask them, “How’s business been lately?” And since the pandemic, almost every one of our clients seems surprised by their own response: “It’s been the best two years I’ve ever had.”

Check out this blog for the reasons behind this phenomenon, and how you can leverage what these advisors have learned.

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