How Grow Your Financial Services Firm: Rebrand to Attract Target Clients

4-step Guide to Build a Best-in-class Brand

Building a strong brand is difficult but important for any type of services provider. But those of us in the financial services industry can struggle even more with marketing and the creative side of branding. Wouldn’t it be nice if clients just fell into our lap and we could spend our days crunching numbers in our cozy office? I mean… you didn’t go into finance as a creative outlet, right?! Don’t worry there is a method behind the marketing madness and we’re going to show you the way!
 
Recently our CEO, Chantal Sheehan wrote a guest article for Bill.com featuring a 4-step guide to help financial service firms build a best-in-class brand.
 
[Read Our CEO’s Article on Bill.com]
BONUS: [Subscribe here to get the next article in her branding series]
 
We won’t reiterate the entire article, (just go read it for in-dept commentary and step-by-step instruction) but here is the basic essence:

1. Understand Who You Are – People don’t buy services; they buy the people providing the service. Identify your core values and personality traits so that your new brand truly reflects who you are.
2. Uncover Your Niche – Identify which of your clients you work best with. What clients are most profitable? And, what services are you best positioned to deliver.
3. Select Your Sweet Spot – Use step two’s introspection to identify what industries match your preferred niche. Then research your niche to the fullest. What service would benefit them most? How do they communicate? What is their size, current method of financial service consumption, industry trends, etc.
4. Bring It All Together: The Creative – Compile all of your notes and use them to develop a creative plan that speaks to the hearts and minds of your target niche. Okay, this step is still scary marketing but should be much easier when you’ve done your research. Plus, if you’re using an agency, you will be able to communicate the true essence of who you are and all about the clients your seeking. The creative team can do the rest and they will thank you for the insight!

 
So, why is our CEO writing about this? Why is she helping other financial service firms with their marketing? Well, because it’s the right thing to do, and that’s what she does. Here is the rebranding story of Blue Fox which resulted in immediate and mentionable growth. This story of successful rebranding needed to be retold!
 
Even better, part 2 in this series is coming soon! Learn what to do with your new logo and graphics in hand. How can you leverage these visuals and messaging to reach new clients in the most cost-effective way possible?  Subscribe here and we’ll send you part 2 of this series when it’s ready.

---