Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With decades of experience working with top firms, she offers practical resources to enhance client relationships and expand your business.

In this video, Rosemary builds on the importance of award season and shares tips on how to start applying to industry awards.

  1. Identify Awards: Which awards should you be applying to?
  2. Review Your Qualifications: Start thinking about what you’ve done over the past year that is ‘award worthy’ and differentiates you from your competition.
  3. Keep Track of Important Dates: Identify application deadlines for the awards you want to apply to and start drafting your submissions.

Rosemary also discusses the importance of starting the application process early and reviews best practices for crafting submission responses.

As always, if you have any questions about which awards are right for your firm, contact our experienced team at Wealth Matters Consulting.