View
342
Download
1
Category
Tags:
Preview:
Citation preview
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!
Recommended