Advisor Branding: 30 Ways To Be Different

Financial Advisor Branding Tips

Most financial advisors and firms aspire to be seen as different and/or better than their peers. While we don’t often see unique approaches to marketing in this industry, done well it can have a powerful impact on successfully marketing your financial practice.

For many advisors it’s a struggle to define their brand; I’d say this is a universal challenge for entrepreneurs. The good news is that it’s not as difficult to define your difference as you might think. When considering the ideas below, you’ll want to ask yourself these questions:

1. Do I do this differently than my peers/competitors?

2. Do I do this better than my peers/competitors?

3. Do either of the above matter to my ideal audience?

Here’s 30 ways you can create a meaningful difference for your brand:

Passion

Target audience expertise

Situational expertise (life event, tax circumstance)

Own an idea

Leverage history

Solve a problem no one else has solved

Redefine how people work with financial services

Be more personal

Change the client experience – build a new client expectation paradigm

Break away from conventional wisdom

Partner with other non-financial brands

Share values with your audience

Be scarce – work with fewer people in fewer situations

Be professional, but unusual

Be shocking

Re-invent a category and own it

Tell a story no one else can own

Your professional interests

Personal interests

Approach

Business model

Credentials

Team

Dedication

Education

Access to talent

Access to solutions

Tangible service (you write financial plans)

Behavior

Be the underdog

Advisor branding is paramount for having a clear focus, relevant value to your audience, and enhanced advisor marketing.