Advisor Branding Tips: 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:

1. Passion
2. Target audience expertise
3. Situational expertise (life event, tax circumstance)
4. Own an idea
5. Leverage history
6. Solve a problem no one else has solved
7. Redefine how people work with financial services
8. Be more personal
9. Change the client experience – build a new client expectation paradigm
10. Break away from conventional wisdom
11. Partner with other non-financial brands
12. Share values with your audience
13. Be scarce – work with fewer people in fewer situations
14. Be professional, but unusual
15. Be shocking
16. Re-invent a category and own it
17. Tell a story no one else can own
18. Your professional interests
19. Personal interests
20. Approach
21. Business model
22. Credentials
23. Team
24. Dedication
25. Education
26. Access to talent
27. Access to solutions
28. Tangible service (you write financial plans)
29. Behavior
30. Be the underdog

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

I Want A Better Advisor Brand