Brand Identity

Referrals are still the foundation of growth for most financial advisors. But in today's digital world, that referral is rarely the finish line—it's where a prospect's research begins.

As summer winds down, many advisors are asking a fair question: There's so much I could be doing in marketing, but what should I actually focus on to move the needle?

It's Award Season, and awards can provide validation in the marketplace, boost team morale and strengthen relationships with clients. Here's how to approach nominations with the right strategy.

It's not always easy to spot from the inside, but when you're the one visiting… you know it instantly. A janky website sends the wrong message in less than five seconds.

Sponsorships are everywhere in our industry. Conferences, golf tournaments, awards dinners, networking mixers. But too often, sponsorship decisions are made based on habit, peer pressure or vague hopes of visibility.

The Family Wealth Report Awards has announced its 2025 finalists. If your firm made the list, congratulations! But what's next? How do you use this to build credibility and stand out?

Your website is more than just a digital business card—it's a first impression, a lead generator and a credibility builder. If it's slow, outdated or difficult to navigate, it could be costing you potential clients.

We are well into 2025, and having a clearly defined ideal client profile is no longer optional for wealth management firms—it's essential. Understanding who you serve best—and why—is the foundation of a marketing strategy.

As we enter 2025, having a solid marketing strategy is more important than ever for wealth management firms. In fact, it's not just "more important"—it's a must.

Defining a clear value proposition for wealth advisory firms has become increasingly challenging. As service expectations expand, firms need to offer more than just wealth planning.

Recent data shows consumer confidence is at its lowest since 2016, with sectors like banking seeing significant declines. Here are four practical ways wealth managers can rebuild trust.

How much should you be spending on marketing? Firms typically spend about 1.4% of their annual revenue on marketing, but industry benchmarks suggest aiming for around 5%.

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 […]

Market volatility can be a golden opportunity for wealth managers to strengthen client relationships and attract new prospects. Here are five powerful strategies to leverage market uncertainty.

Incorporating advertising into your marketing mix in wealth management isn't always straightforward, especially when targeting ultra-high-net-worth individuals.

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 […]

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 […]

Content is key and it's here to stay! Rosemary reveals the connection between good content and critical public relations exposure, including how it can open doors to publications like Bloomberg and CNBC.

Wealth management is constantly changing, so establishing a standout brand has never been more crucial. How can your brand rise above the noise and genuinely connect with your target audience?

Rosemary builds on the importance of award season and shares tips on how to start applying to industry awards. Here are three steps to get started.

As we prepare for the upcoming Family Wealth Report Awards, we celebrate clients of Wealth Matters Consulting being shortlisted for 18 awards! Why should your firm actively participate in award seasons?

Rosemary breaks down which publications are most impactful when thinking about your Public Relations strategy, providing three different types of publications and different use cases for each one.

Rosemary talks about the importance of using Public Relations (PR) in the wealth management industry in the form of financial press.

Rosemary addresses building a personal brand, providing three actionable steps to bolster your brand by leveraging your company's brand.

One of the top marketing trends we are seeing in 2024 is authenticity. Rosemary explains what authentic marketing means and offers three valuable tips.

Before you start any marketing plan, you must know who you are marketing to. Rosemary explains how you can develop your ideal client profile.

With the holiday season rapidly approaching, Rosemary helps you find out how to kickstart your 2024 marketing and outreach plan.

Rosemary shares easy ways to establish a personal brand, including sharing timely content, attending events, and more.

Rosemary shares why she considers Public Relations (PR) to be the single most important marketing activity for growing firms.

Rosemary shares vital wealth management marketing tips during awards season, providing five key reasons why you should prioritize awards in your marketing strategy.

Why awards are a vital component of your wealth management firm's marketing strategy—and how to incorporate them into your communications.

In the competitive landscape of wealth management, establishing a personal brand has become increasingly crucial for executives. A strong personal brand can differentiate you from the crowd.

Amid the recent pause in rate hikes, cooling inflation and economic uncertainty, Wealth Matters Consulting clients were sought after by the financial media for their expert insights. They covered a wide range of topics, including the latest trends in private equity, the opportune moment to hold ETFs, the enduring allure of gold and much more. […]

Printed collateral still creates a tangible, high-touch brand experience that helps wealth management firms demonstrate quality, credibility, and attention to detail.

As a wealth management firm, your primary objective is to manage your clients' assets and provide them with the best possible investment advice, along with maintaining a trusted advisor relationship. While this is undoubtedly crucial to the success of your business, there are additional, no less critical, aspects to building trust in those relationships. In […]

Amid the ongoing market volatility, banking crisis and overall economic uncertainty, the financial media looked to Wealth Matters Consulting clients for expert insights into a wide range of topics — from current trends in M&A to the collapse of SVB and the future of cryptocurrencies. Clients spoke to top-tier publications with large audiences, including Bloomberg […]

Key Takeaways Building a strong brand identity is necessary for wealth management businesses to differentiate themselves in a crowded market, create loyalty and trust, and pave the way for growth Identifying your differentiators is critical – your unique service model, client profile and investment philosophy The basic elements of a brand include messaging, characteristics, voice […]

As the COVID-19 pandemic and economic turmoil continues to rage across the country, it is essential for financial advisors to clearly and frequently communicate with their clients. To learn more about communication with clients during this critical time, Financial Advisor Magazine recently spoke with Wealth Matters Consulting President and Chief Brand Strategist Rosemary Denney. According […]

With a new year comes new opportunities for success. However, if your firm is hoping to achieve great success throughout 2019 and beyond, we recommend that you make some wealth management marketing resolutions. Whether your focus is on retaining your current clients or obtaining new ones, starting the year off with clear marketing objectives can […]

Inevitably, around this time of year we are flooded with requests from advisors in a panic over what to give their clients for holiday gifts. Many times, we have to talk them out of “gifts” like logo wine glasses, logo coffee mugs or calendars. It is very important that the gift does not come across […]

“IF YOU DON’T SHOW UP ON GOOGLE, THEN YOU DON’T EXIST.” I’m not sure who first spoke those wise words but they were right. In wealth management marketing, a website is one of the most critical pieces of collateral in an advisor’s arsenal. It can serve as: a widely available and dynamic brochure to describe […]