marketing you

brand-you

Marketing Your Firm, and Marketing You are 2 different things

February 27, 2026

Understanding that marketing your firm and marketing you are 2 separate things is something that most professionals seem to overlook, or perhaps not understand. For most of us there are at least 2 brands at…

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If you have no better way to market yourself, there is this…

May 5, 2023

When all else fails and you are at a loss to market yourself effectively the easiest marketing path is to sell “convenience”. One thing you can count on is that there will be a significant…

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marketing-what-you-do

Are You “Marketing” The Right Message?

May 11, 2022

Do you know what business you are in? Are you clear on what you achieve for customers? Does your marketing message reinforce that? Are you marketing what it is you actually DO, rather than what…

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The Top 20 Adviser Marketing Kitbag Essentials

January 22, 2021

It would be fair to say that adviser marketing is not a specialty subject for most advisers…they are usually great technicians and deliverers of financial advice and coaching, and they are usually great at selling…

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