Course Overview


Differentiating yourself from other advisors is critical for connecting with your target market. This course will help you clarify your brand and tell the story that makes you and your services stand out from the crowd. Worksheets included with this course include:


  1. Value Selling
  2. Standing Out in a Crowded Market 


Learning Objectives/Outcomes: After taking this course, you’ll be able to: 

  1. Articulate your story as an advisor as a means of branding yourself in a memorable way 
  2. Distinguish yourself in the financial advisory space through differentiated branding 
  3. Ensure that your branding resonates with your target market 

Intended Audience: Advisors seeking to develop and hone their personal and firm branding