Questions advisors ask

How can a solo advisor clarify their brand message without a full rebrand?

How can a solo advisor clarify their brand message without a full rebrand?

How can a solo advisor clarify their brand message without a full rebrand?

Write one sentence that names the person you serve and the problem they bring you. Put it at the top of your homepage. Then cover your logo. If the page could belong to any other firm, keep working on the words.

Write one sentence that names the person you serve and the problem they bring you. Put it at the top of your homepage. Then cover your logo. If the page could belong to any other firm, keep working on the words.

By Josh Passler, former financial advisor. Published

Write one sentence

Name the person you serve and the problem they bring you. If you serve several groups, lead with the one that brings you the most business.

Use your clients’ words

Clients describe your value in plain words. Ask what was going on when they started looking and how they describe you when they refer a friend. Those words become your headlines.

Cover your logo

If the homepage could belong to any firm in America, the problem is the words, not the design.

When you want help

The free Website Scan takes about five minutes and shows what your website isn’t saying yet. The Identity Sprint gives a solo advisor a logo system, voice, profiles and the Firm File in two weeks for $4,500.

Related questions

Why does every financial advisor website look the same?

Does your advisory firm need a rebrand or a refresh?

How do I figure out what makes my advisory firm different?

Next step: Book a 30-minute call

Next

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Cover your logo. Could your homepage belong to the firm down the street?

Show me where I stand

30 minutes. I’ll walk you through what prospects see and where they drop off.