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.

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