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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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Advisors who haven’t established a DBA will often tell me, “Well, I know I need to have a DBA if I want to be successful…” 

But that’s not necessarily the case.

When you’re considering whether or not to create a DBA for your financial firm, there are two key questions to consider:

1. Do you want to be recognized for your broker’s primary service?
2. Are you certain your services will align with your broker’s for your entire career?

Keep reading to learn how to decide whether a DBA is right for you…

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When my husband Coby and I started our company in 2012, we knew we wanted to create more than a job for ourselves and our employees. We wanted to nurture an environment where our team could see themselves retiring—where they could connect, grow, and find lasting purpose in their work. But even in a team of incredible people, personal growth doesn’t happen organically. We view our workplace like a sports team, and as coaches, Coby and I have the responsibility to foster personal development in our players. Specialized skills, communication, team mechanics—these are all elements that coaches work to improve in their players—why should our workplace be any different? Part of how we do that here at LMG is through our weekly Character Development sessions.

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