Branding is probably the most misunderstood aspect of financial advisor marketing. Perhaps due to heavy regulation that these firms are subject to, most financial advisors have yet to conceptualize what a brand really is, or how it can make a difference in their business. This blog will study two dominant brands and outline the aspects that make them strong. We will also discuss the elements of poor financial advisor branding (what I call “anti-branding”) that are commonly seen throughout the industry.
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