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Seven Tips for a Firm Name Prospects Won’t Forget

Sara Grillo - name a financial advisor firm

Having named the three children I brought into this world, I know how hard it is. No financial advisor wants to make the mistake of choosing the wrong moniker and then living with that stigma for the rest of your company’s life. But on the flip side, most firm names are so bland and nondescript that it’s like having no name at all. There’s zero brand identity.

Here are seven tips to give your advisory firm a name that means something.

Finish reading here.

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