Middletown,OH (PRWEB) January 16, 2014
People make first perceptions on how financial advisors present themselves. The competition for clients in financial services is increasing. A strong brand projects passion and commitment to clients and prospects. Brand loyalty is reinforced by continued efforts to positively project a favorable image.
Normally branding is thought of in terms of national logos and big companies. But a small company or advisor can promote their own brand. The workshop will help discover the secrets of branding and how to build it.
Ed Morrow and Les Anderson will begin the 3 hour workshop by reviewing major image concerns and how the public perceives financial advisors. They step through the marks of professionalism and how branding impacts every aspect of the prospect/client/advisor interaction from before the initial approach through follow-up service.
Finally, to help the advisor take a step forward, they will review initial action steps to start formulating their brand. These steps are in the form of a checklist that breaks down complicated items into manageable tasks and time.
“We know that advisors have the awareness that they need to make an impact,” says Morrow, “the IARFC is all about helping them do it. That is why we created this workshop. We hope many of them will take advantage of this important workshop and also plan to be a judge at the finals of the competition the next day.”
Pete “Coach” D’Arruda as a guest speaker will present “Mastering the 7 Truths About Financial Radio and TV Shows.” He reveals strategy on how Radio and TV can enhance branding efforts.
At the end of the workshops, attendees will have the opportunity to network at a reception given by the IARFC. They can also register to become a judge of the National Plan Competition held the next day. For more information, visit the IARFC website National Plan Competition page or call Amy Primeau at 800-532-9060 ext. 307 / firstname.lastname@example.org.