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Keyword: Branding

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When a firm changes its name and logo, much is at stake. A rebranding requires buy-in from stakeholders

The name change will unify the firm’s various businesses in Canada, the U.S. and the U.K. as well as address confusion among the public as to what the firm does

Choose a name that sounds good and leaves room for you to grow

  • By: Leah Golob
  • September 8, 2015 November 16, 2019
  • 09:30
Three tips from the world’s top marketer

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three of the 10 lessons from his September 2015 column in Investment Executive. He explains why you don’t need a multimillion-dollar advertising budget to build your brand.

Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand

Building a distinct brand helps clients focus on you as their first choice for advisory services

  • By: Leah Golob
  • April 21, 2015 November 16, 2019
  • 11:00

We’ve all experienced – and admired – people who walk into a room and make it light up. I’ve observed this quality in industry leaders, politicians, athletes and celebrities, as well as in teenagers, quiet academics and stay-at-home moms. The phenomenon has made me wonder what special skills these people have that they can turn […]

As part of your brand, the name you choose must reflect your business

Regulatory changes make it imperative to communicate your value

Advisors need a brand that gives clients and prospects an understanding of their services