Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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The Art and Science of Branding
2022-11-23 • 20 second read

You might be wondering why branding appears as such an early chapter in this book. It’s because branding is one of the easiest adjustments to make that gets dramatic results. Consider again the art and science of being a fee-for-service professional. The science being your technical ability and core competency - the art being how you achieve professional contrast. The art, not the science, is often what separates the best from the rest. In client acquisition, once a prospective client becomes aware of your existence, you are trying to hold their attention and have them tune in to your signal. You want them to say to themselves, “I like that. This is what I want.” A professional branding strategy is a constant work in progress, not a one-and-done. You establish your brand and you keep tinkering and reinforcing it to ensure that you don’t fall into inertia confidence.

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