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The Best Marketing Plan for Independent RIAs – What the Data Say

There is no shortage of advice available to RIAs and other financial professionals about how to market their businesses. I’ve seen advice ranging from sending birthday and holiday cards to hiring a marketing firm or consultant whose expertise is working with financial services professionals. But if you’re a new RIA (independent registered investment advisor) who’s… Read more »



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Whose Name Is It Anyway? A Guide to Personal Branding

Think of any established brand—Starbucks, for example—and immediately a distinct image comes to mind. Whether it’s the recognizable white cup with the familiar green siren, or the image of a cozy coffee shop with local patrons, Starbucks has established a brand for themselves, and it isn’t going anywhere any time soon. In 2011, the Seattle-based… Read more »


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The Guide to Creating a Brand Identity for Real Estate Agents

At one time, all you needed to find success as a real estate agent was a box of business cards, a decent headshot, and a place to hang your license. Now, however, individual agents, team leaders, and brokers are working to define themselves and their services through branding and marketing. An effective branding strategy helps… Read more »


Ep. 170: How to Develop and Position Your Brand

 How to Build a Brand An introduction to small business branding Branding your small business is an exceptionally important part of your business plan, but that doesn’t mean it has to be complicated. If you’re just starting out or if you’re thinking about rebranding a small business, you could hire a branding agency or… Read more »


The Ultimate Identity Crisis: How to Close a Brand Gap

Branding is one of the most important aspects of any business, regardless of the size. Developing a cohesive brand strategy will help to distinguish your business from the rest of the competition. While writing down your company’s vision, brainstorming your product’s benefits and features, and creating a logo may seem relatively simple from the outside,… Read more »


Ep. 141: Ed Stulak- Grow and Maintain Your Following on Instagram

 Ed Stulak is a New Jersey licensed REALTOR® and social media star. He has a new course that teaches everything he has learned over the last eight years about building a following on Instagram, including the basics of Instagram, personal branding, and strategies to build your following. He has been featured in publications such… Read more »


3 Proven Real Estate Marketing Ideas for Busy Agents in 2020

Every real estate agent is faced with the same problem… there are only 24 hours in a day. So, if you want to get the most return for those hours and surpass your competition, you need to focus your real estate marketing plan on ideas that will deliver the most value in the least amount… Read more »


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What Separates a Brand From a Commodity?

There are thousands of consumer electronics companies in the world—so why can you only name a few? Apple, HP, LG, Microsoft … and the list starts to taper off. While these are enormous companies with vast market value, at the end of the day they sell things—commodities like bread and milk. You can’t really compare… Read more »


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Ep. 163: Best Selling Author Marty Neumeier on Narrowing Your Focus to Grow Your Brand

 How to Create a Successful Brand Marty Neumeier, acclaimed author of The Brand Gap and Zag, shares his advice for real estate agents and other small business owners. When it comes to your business, few decisions are as important as how to create a successful brand that will distinguish you from the competition. But… Read more »