How to Build a Strong and Memorable Brand As a Financial Advisor

How to Build a Strong and Memorable Brand As a Financial Professional

Standing out can be as challenging as explaining just what Bitcoin is—everyone thinks they understand it until you dig a bit deeper. But fear not, whether you’re a financial planner, wealth manager, or any other type of financial advisor, this article is packed with branding tips and strategies to help develop your brand and ensure it not only stands out but resonates with your target audience.

The Foundation: Developing a Brand

First things first, let’s talk about developing a brand. Imagine building a brand is like building a house. Before you get to the decor and landscaping (the fun parts), you need a solid foundation. For financial professionals, this means understanding what makes you unique and how your services differ from your competition. Developing a strong brand starts with identifying your core values, your mission, and the unique value proposition you offer to your clients. This clarity will guide all other aspects of your brand development strategy.


Naming Your Brand: More Than Just a Name

How to create a brand name? Well, it’s not as simple as just picking something catchy. The name needs to resonate with the type of clientele you aim to attract. For example, “Secure Futures Wealth Management” might attract a more conservative client base, whereas “Innovative Returns Financial Advisors” might appeal to a younger, tech-savvy crowd. Remember, the name is often the first impression, so make it count!


Crafting Your Brand Story: Connect on a Personal Level

A brand story isn’t just a nice-to-have—it’s a must-have. This is where you can truly make your brand stand out. How to build a brand story? Start with why you became a financial advisor in the first place. Did you want to help people navigate complex financial waters? Maybe you were inspired by your family’s own financial struggles? Whatever it is, your brand story should be authentic and relatable, helping potential clients feel connected to you on a personal level.


Developing a Brand Development Strategy

A brand development strategy for a wealth manager or financial advisor isn’t just about logos and business cards; it’s about creating a comprehensive plan that covers all aspects of your brand. This includes everything from your online presence (website and social media) to how you communicate with clients (newsletters, emails, workshops). Your strategy should be focused on consistency because when it comes to brand recognition, consistency is king.


Ways to Build Your Brand

Now, let’s get into some specific ways to build your brand. Implementing a brand building plan involves several key actions:

  • Visual Identity: This includes your logo, color scheme, and typography. These should align with the tone and professionalism of your services.
  • Digital Presence: Your website should be your digital handshake. It needs to be professional, easy to navigate, and informative. It’s often the first place potential clients will go to check you out.
  • Content Marketing: Share your knowledge through blogs, social media content, or ebooks. This not only boosts your SEO but also positions you as an expert in your field.


Make Your Brand Stand Out

So, in a sea of financial advisors, how do you make your brand stand out? Think about what you can offer that no one else does. Maybe it’s your approach to client education, your community involvement, or the innovative tools you use. Highlight these unique selling points in all your marketing materials and conversations.


Tips for Creating a Brand

Some quick tips for creating a brand that resonates:

  1. Be Clear and Concise: When talking about your services, clear communication beats industry jargon every time.
  2. Understand Your Audience: Know what your clients worry about, what they treasure, and what keeps them up at night. Tailor your messaging to meet their needs.
  3. Be Consistent: Whether it’s your tone, your visuals, or your messaging, consistency helps build trust and recognition.


Building a Long-Term Brand Strategy

Long-term brand strategy for a financial planner involves more than just keeping up with industry trends. In fact, it’s a lot like how you probably view applying your services to your client’s lives. It’s about setting long-term goals for your brand and adjusting your strategies to reach them. This could mean expanding your services, targeting a new demographic, or even aiming to become a thought leader in your space.

Building a strong brand as a financial professional means more than just having a slick website or a memorable logo. It’s about creating a cohesive brand experience that communicates your unique value and connects with your clients on an emotional level. Remember, in the world of financial advising, trust is the currency. A strong brand helps build that trust. Here’s to building a brand as strong as your financial advice! Remember, in branding, as in finance, the best returns come from investing wisely.

Get Your Business Online

Get Your Business Online

Having an online presence is not just an option for businesses—it’s essential. Whether you’re a small startup or an established company, taking your business online can significantly expand your reach and improve your visibility. In fact, this was what ended up getting Blockbuster. They had the opportunity to acquire Netflix but didn’t see the need to go online. This article explores practical strategies on how to get your business online, ensure it is found, and effectively engage with a broader audience, so you don’t end up like Blockbuster.

Understanding the Importance of Going Digital

Before diving into the how-to you need to understand why your business needs to be online. The internet offers an expansive marketplace with millions of potential customers daily. And what are the chances of all your ideal clients living close to you? Getting your company out there on the web means you’re no longer limited by geographical boundaries; your business can operate 24/7, enhancing customer service and boosting sales opportunities.

Step 1: Setting Up a Professional Website

The first step to get your business online is creating a website. This acts as your digital storefront and is where potential customers can learn about your services and you. Here are key elements to consider:

  • Domain Name: Choose a domain name that matches your business name or closely represents what you offer. This enhances recall and credibility.
  • Website Design: Ensure your website is visually appealing, easy to navigate, and mobile-friendly. This improves user experience and aids in retention.
  • Content: Populate your site with high-quality, relevant content that addresses your customers’ needs. Include clear descriptions of your products, services, and company values.

Step 2: Search Engine Optimization (SEO)

To get found online, you need to optimize your website for search engines. SEO involves various techniques that help your site rank higher in search engine results, increasing visibility. Here’s what you can do:

  • Keywords: Incorporate relevant keywords throughout your website content. For example, phrases like “how to get your business on the internet” should appear naturally in texts like blog posts, product descriptions, and your homepage. Try to add whatever you are trying to get attention for. 
  • Alt/Meta Tags: Use descriptive titles and alt and/or meta descriptions for each page to improve how search engines index your site.
  • Quality Content: Regularly update your website with original, valuable content. This not only engages readers but also improves your site’s SEO.

Step 3: Leveraging Social Media

Social media platforms are invaluable tools to get your company out there. Platforms like Facebook, Instagram, Twitter, and LinkedIn can help you connect with customers, promote products, and build brand loyalty. Here’s how you can use social media effectively:

  • Clear Niche: Knowing and defining yourself around a niche makes all the difference in social media. It makes it easier for your people to find you and to build your community. 
  • Consistent Branding: Ensure your social media profiles reflect your brand’s voice and aesthetics consistently.
  • Engagement: Actively engage with your followers through comments, polls, and direct messages. This builds a community around your brand.
  • Content Strategy: Develop a content strategy that includes a mix of promotional posts, informative content, and interactive elements.

Step 4: Online Advertising

Online advertising can boost your visibility quickly. Platforms like Google Ads and Meta Ads allow you to target specific demographics, improving the chances of reaching your ideal customer. Here’s a brief guide:

  • Targeted Campaigns: Set up campaigns that target specific locations, interests, and behaviors.
  • Budget Management: Start with a modest budget, analyze the performance, and adjust your spending based on results.
  • A/B Testing: Regularly test different ads to see what works best with your audience.

Step 5: E-commerce Integration

If you sell products, integrating e-commerce capabilities into your website is a game-changer. Platforms like Shopify, WooCommerce, and Adobe Commerce offer robust e-commerce solutions that can be tailored to your needs. Ensure your online store is secure, easy to use, and provides excellent customer service to stand out from the competition.

Step 6: Analytics and Feedback

Once your business is online, use analytics tools like Google Analytics to track your website’s performance. This data is crucial for understanding customer behavior and refining your strategies. Additionally, actively seek customer feedback to improve their experience continually.

Taking your business online is a process that involves more than just launching a website. It requires consistent effort in areas like SEO, social media engagement, and online advertising. By following these steps, you can ensure that your business not only goes online but thrives there, reaching your people and making a significant impact in the marketplace. If this feels like a lot and you are overwhelmed by the thought of getting your business online, then The Brand + Website Blueprint course could be a wonderful solution. It is a comprehensive DIY Toolkit to gain clarity, that empowers you to get organized, create, and launch your brand + website so you can thrive in business. You can sign up on the waitlist today, if you like! 😀

Crafting a Compelling Branding Style Guide

One of the key pillars that help maintain the identity of a brand is its branding style guide. This document, (often overlooked or forgotten), serves as the bible for your brand’s visual and verbal identity, ensuring consistency and cohesiveness across all platforms. Whether you’re a fledgling startup or a seasoned enterprise, understanding and implementing a branding style guide can significantly influence how your audience perceives you. Let’s dive into what a branding style guide encompasses, share some insider tips on creating one, and highlight inspiring examples to get your creative juices flowing.

What is a Branding Style Guide?

A branding style guide, also known as brand style guidelines, brand identity guidelines, or simply a brand guide, is essentially the rulebook for how a brand presents itself to the world. It’s a comprehensive document that details the do’s and don’ts of your brand’s appearance and voice. But what is a branding guide, in its essence? It’s a roadmap that ensures all your marketing materials, from your website to your business cards, speak in a unified voice, thereby amplifying your brand’s identity.

The creation of simple brand guidelines may seem like a daunting task, but it’s an investment that pays off in brand recognition and customer trust. Imagine encountering a brand whose logo varies slightly across different platforms or whose messaging tone swings from professional to casual unpredictably. Such inconsistencies can dilute the brand’s identity, making it less recognizable and desirable to potential customers.


Tips for Making a Style Guide

Creating brand guidelines doesn’t have to be complicated. With a clear direction and the right tools, you can articulate the visual and verbal elements that define your brand. Here’s how to create a brand style guide that stands the test of time:

Define Your Brand’s Core Elements: What should be included in brand guidelines? At the very least, your brand identity guidelines should detail your brand’s logo usage (including size, spacing, and where it can be placed), color palette, typography, imagery style, and voice. This clarity helps maintain consistency across all mediums and touchpoints.

Consider Your Brand’s Voice and Tone: How to make brand guidelines extend beyond just the visual aspects? By defining your brand’s voice and tone. Whether it’s professional, friendly, authoritative, or playful, your written content should reflect this consistently across all platforms.

Use Clear, Actionable Language: When creating brand guidelines, it’s crucial to use language that’s easy to understand and apply. This ensures that anyone using the guide, from designers to marketers, can easily follow your brand’s style rules.

Update Your Guide as Your Brand Evolves: Your brand guide is a living document. As your brand grows and evolves, so too should your brand and style guide. Regular updates will ensure your brand remains consistent and relevant.


Brand Guide Examples

Looking for inspiration? Here is K.Haggård Design’s brand guide as an example:

In crafting your brand’s style guide, remember that consistency is key. A well-thought-out brand style guide can elevate your brand, making it easily recognizable and memorable to your audience. It also makes it that much easier to pass on tasks or design projects to others because they can go in and know how to set up files, speak in the brand voice, or create documents and designs. Whether you’re starting from scratch or refining an existing guide, the effort you put into defining your brand’s identity will lay a solid foundation for all your marketing efforts.

Find your style and own it.

What is an E-Newsletter?

What is an e-newsletter

Today,  information travels faster than light. Content is being posted online and sent out via email by the thousands every second. Making sure your people get your information and read it is more difficult than ever. In fact, why send out several emails with tiny bits of info when you can curate an all-encompassing newsletter that will cover everything you believe your audience should know.  e-newsletters have become an indispensable tool for businesses, organizations, and individuals looking to share updates, insights, and promotions. But what exactly is an e-newsletter, and why has it become so prevalent? We will cover e-newsletter benefits, the process of creating them, and showcasing some exemplary examples to inspire your next digital dispatch.

Benefits of Having a Newsletter

An e-newsletter, at its core, is a digital newsletter sent via email. It stands as a powerful bridge between a sender and their audience, offering a personalized touch to the vast expanse of the internet. Why email marketing is important lies in its ability to keep your audience engaged, informed, and connected to your brand or cause. Let’s jump into some of the key benefits of email marketing and, by extension, maintaining a website newsletter.


Advantages of Email Marketing

  • Direct Engagement: Email drips and monthly newsletters land directly in your audience’s inbox, making it a personal form of communication.
  • Personalized Communication: Using email isn’t reliant on algorithms changing or platforms disappearing, you own your list and any communication you complete is a direct step on the path of connection with your audience.
  • Measurable Impact: With the right tools, and in fact most email tools allow you to track who opened your online newsletter, which links were clicked, and measure your engagement over time.
  • Flexibility and Reach: Whether it’s a company-wide update or a promotional message, newsletters can be tailored to suit diverse audiences across the globe.
  • Build Relationships: Regular updates help build a sustained relationship with your audience, making them feel valued and informed.

These benefits should help underscore why starting a newsletter for your website or organization is a smart move in today’s digital-first world.


Creating a Newsletter

Starting a newsletter might seem daunting at first, but with a plethora of online newsletter templates and company newsletter templates available, the process is simpler than ever. Here are some steps and best practices to guide you through creating an effective newsletter.


Newsletter Layouts and Design

Good newsletter design is pivotal. It ensures your message is not just read, but also enjoyed and acted upon. Start with choosing a template that reflects your brand’s personality and is cohesive with your other points. Online newsletter templates vary widely, offering a range of layouts and styles to match your content needs.

  • Consistency is Key: Use brand colors, fonts, and logos across your newsletters to stay consistent and reiterate your brand. 
  • Simplicity Sells: A cluttered newsletter can overwhelm readers. Opt for a clean, simple layout that highlights your main message.
  • Visual Appeal: Incorporate images and visuals to break text monotony, but ensure they complement the content and are not just filler.


Newsletter Best Practices

  • Content Quality: Ensure your content is engaging, informative, and relevant. Tailor it to your audience’s interests and needs. Utilize links to connect the viewer to your website or to connect them with more information. 
  • Frequency and Timing: Decide on a regular schedule, be it a monthly newsletter or quarterly updates. Consistency builds anticipation and trust. A weekly endeavor can be time consuming at first but perhaps a bi-weekly is manageable. 
  • Clear Calls to Action: Guide your readers on what to do next – be it visiting your website, signing up for an event, learning something new or taking advantage of a promo. You want to give them a reason for reading it. 

By sticking to these newsletter best practices, you’re not just sending out information; you’re inviting engagement and building a community around your brand.


Newsletter Examples

To jump start your moves into starting a newsletter, let’s look at some shining examples and understand what makes a good newsletter.


Company Newsletter Sample

For example a newsletter from a brand + website design agency 😉. It features a sleek, simple and clean design, with a balance of images and text, highlighting the latest article published, while showcasing a revolving content wheel: love, challenges, reads, client work and industry news. It is then finished off with an inspiring quote at the bottom. What makes it a good newsletter is its clear, engaging content and strategic use of visuals, making branding and website design approachable and exciting, while giving the user applicable business tips and inspiration. You will want your newsletter to present on mobile, and be sure to have a specific sign-up page to get users on your email list.  

Best Newsletter Formats

  • The Storyteller: This format weaves narratives around products, services, or community efforts, making each newsletter an awaited episode.
  • The Curator: It compiles articles, tips, and resources related to a specific theme, offering value and insight in each edition.
  • The Insider: Gives a behind-the-scenes look at company happenings, employee highlights, or product development stories, fostering a sense of belonging among readers.


Great Newsletter Templates

Good newsletter templates serve as a canvas for your content. They offer:

  • A visually appealing, easy-to-navigate layout.
  • Sections clearly defined for different types of content.
  • Compatibility across different email clients and devices.

Whether you’re showcasing a company newsletter sample or exploring the best newsletter formats, the key lies in understanding your audience and what value you can offer them. It’s not just about what does a newsletter look like; it’s about the stories you tell and the connections you foster.


An e-newsletter is more than just an email; it’s a channel for engagement, storytelling, and community building. By harnessing the benefits of email marketing, understanding the principles of good newsletter design, and learning from successful newsletter examples, you can create a powerful tool that resonates with your audience and strengthens your message across the digital landscape. Whether you’re sending a newsletter for the first time or looking to develop it further, remember that the most successful newsletters are those that are true to your brand and meaningful to your audience.

Talk Money to Me: How to Price Your Offerings

How to price your offerings

If you are stepping into the world of business or starting your own, one of the first thoughts you will have is how to price your offerings. How much should you charge? This question can feel like a daunting riddle. As someone who’s navigated these waters and helped countless others do the same, I’m here to guide you through this essential process with ease and confidence.

Understanding Your Financial Needs

Consider Your Financial/Life Goals: Start with this as a foundation. What are your financial goals? What about life goals? Perhaps you’re looking to create a big wave, or maybe you want to ensure a comfortable life for yourself. Your pricing should reflect these goals. Calculate how much revenue you need to meet these objectives, and use this as a basis for setting your prices.

Start with Your Costs: Another great move is to understand your costs. This isn’t just about how much you pay for goods or services, but also includes your operating expenses – rent, utilities, your payment, and even the depreciation of your equipment. Knowing your costs is crucial; it ensures that your pricing covers your expenses and leaves room for profit.

Determine Your Profit Margin: Decide on the profit margin you aim for. This varies by industry, but a healthy profit margin is essential for growth and sustainability. Consider how much you need to reinvest in your business, save for emergencies, and, of course, pay yourself.


Analyzing Competitor Pricing

Conduct Market Research: Understand the pricing landscape. What are your competitors charging? This information is invaluable. It gives you a benchmark and helps you position your offerings. Are you providing a premium service that warrants higher prices, or are you aiming to be a cost-effective option?

Understand Value Perception: Pricing isn’t just about covering costs and making a profit; it’s also about perception. If your prices are significantly lower than your competitors, customers might perceive your offerings as lower quality. Conversely, pricing too high without a clear value proposition can deter potential customers.

Find Your Unique Selling Proposition (USP): Your USP is what makes your business stand out. It could be exceptional customer service, innovative features, or something else entirely. Your USP can justify a higher price point if it resonates with your target market.


Leveraging Your Current Data

Review Past Performance: If you’ve been in business for a while, your past sales data is a goldmine of information. Which services are most popular? Which pricing strategies worked best? Analyzing this data can help you make informed decisions moving forward.

Test Different Price Points: Don’t be afraid to experiment with pricing. A/B testing can be a powerful tool to see how your market responds to different price points. Just ensure that your tests are controlled and that you’re monitoring the right metrics.

Gather Customer Feedback: Your customers can provide invaluable insights into your pricing. Are they finding great value in your offerings at the current price? Would they still purchase if the price were higher? Engaging with your customers can provide direct feedback on your pricing strategy. Actually, back in the day, I even had clients reach out to me to let me knowI should probably charge more! 😳😁That’s when you listen!


Implementing Your Pricing Strategy

Communicate Value, Not Just Price: When presenting your prices, focus on the value you provide. Highlight the benefits of your offerings and why they’re worth the investment. This can help justify your prices and make them more palatable to your customers.

Be Flexible and Adaptive: The market is always changing, and so should your pricing strategy. Be prepared to adjust your prices based on market trends, customer feedback, and your financial performance.

Transparency is Key: Be clear and upfront about your pricing. Hidden fees or unexpected costs can damage trust with your customers. A transparent pricing strategy fosters trust and long-term loyalty.


Pricing your offerings can seem complex, but it’s basically about understanding your costs, knowing your market, and communicating the value you provide. By taking a structured approach to pricing, you can create a strategy that supports your financial goals, aligns with market expectations, and resonates with your customers. Remember, you’re not just selling a service; you’re offering a solution to a need or a desire. Your price reflects the value of that solution. So take the time to get it right, and don’t hesitate to revise your strategy as you learn more about your market and your business’s place within it. Here’s to your entrepreneurial journey and the exciting times ahead!