Episode 60 – Your Brand, Your Business, Your Bottom Line With Sheri Fitts

This week’s episode is slightly different than what you may be used to. I had the pleasure of being a guest on the Fiduciary Talk Podcast with Ben Aiken, which was recorded live from the Insights 2016 Conference in San Diego. The topic of my presentation was titled Your Brand, Your Business, Your Bottom Line and really focused on creating a compelling, courageous brand.

With financial services in a PR tailspin, it’s extremely important that financial advisors maintain a strong brand. People have stories about their money, good or bad, and that includes financial services. The best way to combat their story is with a better one. Unfortunately, advisor brands are not powered by stories. At this conference I had the opportunity to guide attendees on create courageous brands, and to do this using feelings and stories to connect with their current and potential clients.

I encouraged everyone at the conference, as well as yourself, to sit down with a piece of paper and write “once upon a time.” Leading with this, tell me about your foundation story. Don’t make it about you but rather about the people you help. This is a great way to come up with a better story and will help strengthen your brand, your business and your bottom line.

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