First impressions can be the difference between success and failure.

Your website has 10 seconds to create a first impression that will cause investors to stay on your website.

Branding and first impressions will cause website visitors to:

  • Spend more time on your website
  • Give up their anonymity and schedule introductory interviews

Our branding services include:

  • Branding strategies
  • Naming conventions that promote retention
  • Logo design and development
  • Style guide development
  • Press releases
  • Pitch decks
Financial advisor meeting with a client

Your Clients

The more focused you are on particular types of investors, the easier it will be to create a relevant brand. For example, you are well known for serving the needs of Baby Boomers who are about to retire or are recently retired. It makes sense that your first impression reflects the types of clients you prefer to work with.

What Makes Your Firm Stand-Out?

What do you want to be known for that will differentiate you from your competitors?

You may already know most financial advisors market the same or similar features and benefits. For example their independence, expertise, trustworthiness, fiduciary status, fee compensation, planning & investing services, etc. 

Your challenge starts with a first impression that differentiates you from other financial advisors.  

Your Differentiation

You benefit when you build a brand that differentiates your firm from the other firms that are being considered by investors. 

Some firms may call this their value proposition. We think it goes deeper than that. Your brand should stand for something that benefits investors.

Names matter. Logos matter. Your key features and benefits matter. How you differentiate your firm matters. 

The longer investors stay on your website the higher the probability they will contact you!

Let's Talk