The PHD Personal Branding Process
According to Tiburon Strategic Advisors, there are over 300,000 financial advisors in the U.S. The Labor Department projects that number to grow by more than 30% through 20181. How will you stand out from the crowd?
A strong personal brand is necessary to distinguish you and your practice. Our PHD personal branding process, developed in conjunction with Insight Development Group, can help.
The resources below will help you answer the four core questions to help you build the right personal brand:
Who are you?
Determine who you are and what is your unique value / positioning, determine your target market or niche.
What do you do?
Determine what services you will offer and how you will price those services, determine how you will segment or tier those clients
- The PHD 21-Day Email Challenge System - Coming in 2Q
How do you deliver what you do?
Determine your client service plan and how you make sure your clients have a consistent experience - Coming in 3Q
- The PHD Client Service Differentiators brochure
- Your PHD Educational Game Plan Workbook
How do you grow your business?
Develop your referral strategy and manage your prospecting activity properly - Coming in 4Q
- The PHD Referral Strategy brochure
- Maximizing the Power of Linked In video
- Your PHD Referral Strategy Workbook
Program materials licensed from and developed in collaboration with Insight Development Group, Inc. Insight Development Group, Inc. is not affiliated with RidgeWorth.
Information provided is general and educational in nature, is for informational purposes only, is not intended as individual or specific advice, and is not intended to be authoritative. All information contained herein is believed to be correct but accuracy cannot be guaranteed. It is not intended to be, and should not be construed as, investment, legal, estate planning, or tax advice. RidgeWorth does not provide legal, estate planning, or tax advice.
1 U.S. News, “Best Careers 2011: Financial Adviser,” December 2010.