How do I name my financial advisor firm?

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In this blog I’m going to teach you how to name your financial advisor firm so you can make people’s heads turn and make them pay attention to you!

Question from a subscriber: “I want to rename my firm but I can’t think of anything interesting. Help me!”


It’s suuuuppper overwhelming to have to think of a name for a company, a newsletter, a new product, etc.

Here’s my guidance:

  • No acronyms – e.g. KMA Wealth Management (blah)
  • Naming it after yourself is always an option but then again who cares about you? Your name means nothing to most people other than your mom and/or spouse.
  • No nature references. You’re not Blackrock so stop naming your firms Red Green River Mountain Wealth Management.
  • Don’t pick something hard to say or spell because it’ll be a pain in the neck.



Now, try this:

  • Name it after a location, just like Bank of America did! Street names are great for this.
  • Use an evocative name that describes the feeling somebody will have. “Assurant Wealth Management.”
  • Aim for three or four words. “X Wealth Management” for example. Go longer and you sound like a law firm.
  • Ask three of your clients what they think of the name before you go printing business cards.
  • Literary or geographic references can be tasteful and show class.

Boom – that’s today’s marketing tip for ya!

Are you ready to go name your financial advisor firm?

Alright that’s all for now. I hope you enjoyed these tips on how to name a financial advisor firm and make their heads turn!

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Or if you want more…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. See you in the next one!

-Sara G

Any questions? Send 'em in!