Pop quiz: Who are you? What do you do? And why is it important? In other words, why does your firm matter?
The first two questions are relatively easy.
You should be able to give confident, concise answers in simple terms and break down any complexities into concepts that are easil
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To be most effective in your new-business efforts, your brand should project a firm that is experienced, confident, polished and secure.
One of the most common mistakes in branding is trying to be everything to everyone
Irreplaceable advisers are those who have mastered the ability to connect with people and make them more effective than they would have been without the adviser's help
Can you state your firm's vision?
Winning new business is a delicate dance of positioning yourself, engaging your audience and earning a significant amount of trust in a very short period of time
