How your personal brand shapes your value for clients
Great brands are shaped less from advertising, a company logo or by products and services and more so from the attributes that make a company stand out from the competition....
Tag Archives: branding
MDRT video favorites: Connect better with clients
Just as there are many types of clients, there are many ways financial advisors can work and communicate with their clients to build engagement. MDRT members from around the world...
Live your brand to create lifelong clients and advocates
Marketing and branding are about your public identity, or what others think of you and your business. Even your lack of an online presence speaks volumes about your branding. Perception...
Attracting clients with branding
Financial advisors often work in highly saturated markets, leaving prospects unsure of why they should pick one advisor over another. By having a personal brand, though, you’ll stand out from the...
Elevate yourself from salesperson to steward
As a financial advisor, you’re in the knowledge-for-profit business. You think for a living. You’re not selling things; you are promoting the promise of the future. Think about commoditization and...
3 secrets of success
These tips are based on what I’ve observed working with business owners for 25 years and the importance of clients looking for an experience in today’s economy, especially when the...
How my singing abilities benefit my business
I’ve been singing since the age of 4. During my younger days I made it pretty far in the Chinese version of “American Idol.” So in the Chicago Chinese community,...
Why my practice gives out branded teddy bears
We have Mr. Insurance teddy bears. They’re used for clients with children. When clients are pregnant, we will give them the teddy bears, but also we use them for our...
Does your practice have a mascot?
Four years ago, Brian Haney, CFS, CLTC, was thinking about how his company (founded with his father and in which his younger brother is also a partner) was branded. The...
Telling your own story to build your niche
At 22, I couldn’t really relate to being married, having kids and having lots of responsibilities, but I was an athlete in high school and college, and I could relate...
Find clients by creating compelling experiences
To stand out from other advisors, 33-year MDRT member Tim M. Shaw, Dip PFS, greets his clients at the office door. He prints his client documents on high-quality paper branded...
Why clients pay fees and wait months to see this advisor
What started as a problem for three-year MDRT member Leanne Barbara Bull, CFP, Dip FP, eventually led to why she has a long waiting list of referrals she didn’t ask...
Should you focus your marketing on clients, not what you do for them?
Which are you more likely to respond to: an ad that appeals to your head, or to your heart? For Elizabeth Dipp Metzger, MSFS, CFP, a seven-year MDRT member from El...
7 ways to improve your branding and public image
If a prospect searches for you on the internet, what will they find? If a client emails you, what will your response say about you? Jenny Brown, CFP, FChFP, a nine-year MDRT...
3 myths to recognize when building your brand
There is no confusion in branding. The strongest brands have clear messages; those making flimsier statements don’t experience the same success. In his 2016 Annual Meeting presentation “Build a brand...
