Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.
Your brand is the most important investment you can make in your advisory practice, which is why this week we are all in on branding. Our first piece is focused on the client experience, our second piece examines your ideal client, and our final piece of the week looks at the importance of your core values.
The client experience is a key component to your brand. It should be effortless, seamless, and highly personalized. This piece highlights 3 steps to take to make your business stand out from the competition.
Have you taken the time to identify your ideal clients? Having a crystal-clear picture of who they are not only helps you better serve your existing clients, but it can accelerate your business growth through referrals and target marketing.
Identifying your core values are vital to building a strong brand. Your clients and prospects want to know who you are and what you stand for. If you haven’t yet defined your values yet, use this piece to help get you started.