BrandingStrategies for

Financial Services

Consultants

LUCRATIVE

You counsel

people on how

to deal with

millions of

dollars

But, at times,

they don’t get

your expertise

on financial

matters

Because you

are not what

they were

looking for

Where did

you go

wrong?

You are

going

through a

branding

crisis

Branding is

communication

between you and

your clientele

It tells your story

- exactly who

you are, and why

you exist

Your firm is lost in

a jungle of

financial advisors

out there

So, how do you

become fancy

and catch the

eye?

Nobody wants to

find a firm

based on trivial

factors

Such as, the cost of

financial

consultation, rather

than genuineness

and value

You need to have a

powerful,

effective, and

lucrative branding

strategy

As a financial

services

consultant, you

serve an urbane

clientele

They demand

your personal

attention and

expertise

Make a note:

Branding, with

time, lures

clients and

profits

Strong, lucrative

branding will do

the following

wonders for you

It will make

you unique

among your

competitors

and unique is

irreplaceable

Influencers will

more clearly and

easily refer your

brand to others

You won’t have to

compete on price;

charge the

premium for your

real value

It will allow your

whole team to

present a uniform

and strong image

of your firm

There are five

essential

ingredients

for a lucrative

branding

strategy

1. Strategic

Objectives

1. Strategic

Objectives

2. Brand

Extendibility

1. Strategic

Objectives

2. Brand

Extendibility

3. Brand

Relevance

1. Strategic

Objectives

2. Brand

Extendibility

3. Brand

Relevance

4. Brand

Leverage

1. Strategic

Objectives

2. Brand

Extendibility5. Brand

Architecture

3. Brand

Relevance

4. Brand

Leverage

1. Strategic

Objectives

Strategic objectives

lay the foundation for

your firm’s branding.

As a financial services

consultant, set

relevant branding

objectives

1. Strategic

Objectives

Analyze the competition – what’s so

unique about you?

Ride the tide and maintain your brand –

avoid frequent changes

Learn as much as you can about the

ways of pleasing your target market

1. Strategic

ObjectivesYour whole firm should be in on the

branding ideas and decisions

Let your target audience know what your

brand stands for

Reflect upon your strengths and

weakness – rationally define yourself

1. Strategic

Objectives

Develop a marketing plan for your brand

Stop churning branding strategies once your goal is

achieved – maintain your image

Avoid using unnecessary jargon in

your branding

Be different from others, but don’t lose

your true self

2. Brand

Extendibility

Focus on Brand Extendibility

Analyze the financial industry

for growth opportunities

Make sure you extend into

areas of your expertise

2. Brand

Extendibility

It will make your brand image last longer

Enhances parent brand’s image

Increases market coverage

3. Brand

Leverage

Aim at Brand Leverage

Use your services to gain advantage

over competition

Provide new services that set you apart

Leverage your brand equity to that end

4. Brand

Relevance

Establish Brand Relevance

Do you offer something truly exclusive?

Show your value and credibility

Innovations will make your

competitors irrelevant

Better and unique services equal

more clients

5. Brand

Architecture

Build up Brand Architecture

Structure your brands and services

within the organization

If you are a large firm, go for

Source Brand strategy

5. Brand

Architecture

And Master Brand strategy if

you’re a small one

Use it as a tool for brand decisions

and development

Focus on simplicity, scalability, and

commitment for brand architecture

The key to create an

influential, successful, and

lucrative brand identity for

your financial services

consultancy is creativity and

innovation

Take

Away

If you’re in search for

a brand design

consultation, contact

us here for a free one!