Personal vs firm branding: what should advisors focus on?

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Craft on Tap, Growth Marketing for RIAs

Craft Impact

21 episodes

3 days ago

Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact

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All content for Craft on Tap, Growth Marketing for RIAs is the property of Craft Impact and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Personal vs firm branding: what should advisors focus on? | Ep 14

Craft on Tap, Growth Marketing for RIAs

37 minutes 51 seconds

3 months ago

Personal vs firm branding: what should advisors focus on? | Ep 14

Should financial advisors focus on personal branding or firm branding?

The answer depends on your firm's size, goals, and growth stage.

In this episode of the Craft On Tap Podcast, Stephen Beach and Faustin Weber discuss this common marketing dilemma.

They cover:

Which accounts get better engagement, personal vs company
What smaller advisors should focus on
How to blend firm & personal branding
Specific “what to post” ideas for LinkedIn company vs personal accounts

Timestamps:

(0:00) Introduction: The LinkedIn posting dilemma

(2:14) What gets the most engagement?

(8:40) - Smaller advisors should focus on personal brand

(10:35) Survey data on the importance of personal branding

(13:00) Scaling practices need to weave in building the firm's brand

(18:25) Real client case study: Personal Substack creating leads for firm

(24:00) How to integrate personal & firm branding on a practical level

(28:40) Scaling strategy for larger firms

(34:43) SEO considerations for personal branding & bio pages

We help financial advisors reach their AUM goals through strategic marketing. Subscribe to Craft on Tap on YouTube and learn more about our services at craftimpact.com