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External Brand

Since early 2000, AdvisorBranding has been working with advisors whose assets, growth and reputations place them in the top 20% of the industry.

The services and strategies we offer are built through our relationships with those advisors – what works, what has value, and what turns successful practices into industry-leading ones.

The questions that follow are designed to uncover which strategies are best suited to you.

Let’s start

External Brand

You create value every day – but is it visible?

What you do needs to be seen before it can be valued.

We’ll show you how to the top professionals in the industry present themselves.

Back

Vanguard’s latest global study found that future profitability is directly linked with advisors’ ability to serve high-value, high-asset clients.

External Brand

Practice Profile

Question 2

It’s well understood—average advice is everywhere.

In order to be seen as exceptional, it’s important to identify a clear natural market and a relevant value proposition.

Considering your professional experience and expertise, for which of the markets below can you provide the most value?

Business Owners (those planning for a sale or eventual transition)

Retirees (concerned with longevity and estate preservation)

HNW individuals (experiencing life events)

Multigenerational families (navigating the transfer of wealth)

Professionals and executives (considering retirement or partial retirement)

Other:

Back

External Brand

Practice Profile

In a competitive marketplace, your value needs to be distinct and tangible.

Our approach is to articulate and present what makes you different, better and relevant.

“Your brand brings your value to the surface, which creates opportunities for growth.”

Back

External Brand

Practice Profile

Question 3

When faced with a new introduction or opportunity, every advisor turns to certain tools to pique interest, communicate expertise and convey value.

Rank the items in the list below in order of their importance in your sales process (one being most important).

Initial conversation and outward personality

Introductory print collateral

Client testimonials and case studies

Digital practice overviews

Follow-up emails

Follow-up calls and discussions

Product or broker-dealer literature

Informative website

Other:

Back

External Brand

Practice Profile

Question 4

Sought-after clients have endless options for advice.

What are you doing to stand apart from your peers?

Building and presenting a competitive advantage

Specializing your service offering

Offering specific programs tailored to your natural audience

Sharing a background or educational history that makes you uniquely qualified

Communicating a personal story that resonates

Providing an original client process they can’t get anywhere else

Other:

Back

A recent survey of 300 clients found that those who have switched advisors did so because they believed they weren’t getting enough personal attention for the fees being paid. This points to a lack of perceived value.

External Brand

Practice Profile

Client relationships are built on trust, professionalism, and knowledge that pertains directly to their needs.

A well-thought-out brand will convey all three.

Through transparent communication and professional, polished collateral, prospective clients will build trust in the value you provide.

Back

External Brand

Practice Profile

Question 5

In an industry that values trust, professionalism and knowledge, what are you doing to demonstrate your capabilities?

Polished presentation of your capabilities, team, and resources

Repeatable process of follow-ups, discovery meetings and proposals

Regularly producing relevant and unique content

Article submissions and collaborations with popular publications or media outlets

Thought leadership based on industry visibility (speaking, publishing, etc.)

Digital and print collateral that presents your unique skillset

Promoting specialized certifications or other credentials that legitimize your authority in a certain area

Back

External Brand

Practice Profile

Thank you for your answers.

Enter your name, email address and dealer below, and we’ll send our recommendations for growth.

Name^*:

Email Address^*:

Firm/Dealer Name^*:

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AdvisorBranding does not share any personal information.

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Top

AdvisorBranding

Send me a sample toolkit.

See firsthand.

Let’s talk about what’s possible for your practice.

External Brand

Since early 2000, AdvisorBranding has been working with advisors whose assets, growth and reputations place them in the top 20% of the industry.

The services and strategies we offer are built through our relationships with those advisors – what works, what has value, and what turns successful practices into industry-leading ones.

The questions that follow are designed to uncover which strategies are best suited to you.

External Brand

You create value every day – but is it visible?

What you do needs to be seen before it can be valued.

We’ll show you how to the top professionals in the industry present themselves.

Practice Profile

Successful advisors generate growth through both active and passive channels, such as referrals and outward marketing.

Thinking of your last new clients, how were these new opportunities introduced to you?

Practice Profile

It’s well understood—average advice is everywhere.

In order to be seen as exceptional, it’s important to identify a clear natural market and a relevant value proposition.

Considering your professional experience and expertise, for which of the markets below can you provide the most value?

Practice Profile

In a competitive marketplace, your value needs to be distinct and tangible.

Our approach is to articulate and present what makes you different, better and relevant.

“Your brand brings your value to the surface, which creates opportunities for growth.”

Practice Profile

When faced with a new introduction or opportunity, every advisor turns to certain tools to pique interest, communicate expertise and convey value.

Rank the items in the list below in order of their importance in your sales process (one being most important).

Practice Profile

Sought-after clients have endless options for advice.

What are you doing to stand apart from your peers?

Practice Profile

Client relationships are built on trust, professionalism, and knowledge that pertains directly to their needs.

A well-thought-out brand will convey all three.

Through transparent communication and professional, polished collateral, prospective clients will build trust in the value you provide.

Practice Profile

In an industry that values trust, professionalism and knowledge, what are you doing to demonstrate your capabilities?

Practice Profile

Thank you for your answers.

Enter your name, email address and dealer below, and we’ll send our recommendations for growth.