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While there’s no doubt that you’ve equipped yourself with the best tools to be the top financial adviser for your clients, you may not have put much thought into what it takes to market yourself. Whether to existing or potential clients, it’s important that you understand what is necessary to market yourself and to put your best foot forward.

Do you have a headshot?

You know, one of those pictures you dread taking, because of course it comes on your worst hair day, and your favorite suit is at the dry cleaner, and you forgot the actual address of the photographer’s studio, but you know it’s on the corner of easy and simple street. Yeah, one of those. As much as you may not want to take one, you probably need it. For business cards, for your website, for advertisements - you want people to recognize your face. How do you do that? By having a great and consistent photo on your materials.

Once you have that photo, you’re not quite done. Make sure that you have that photo in different sizes. Not physically, like wallet, and 5x7 and 8x10, but DPI, which means dots per inch. Without making this too complicated, the smaller the number, the smaller the picture will be before it starts to look pixelated and blurry. The larger the number, the larger the photo. For web, your photo should have a 72 DPI. For print, however, you need to have at least a 300 DPI.

Logos, logos, logos

When you have a logo designed for you, there are a few things to note for future use. While your logo should always be the same in size and look, you may want to have a few different versions, to prepare for future use.

Try to have a logo made with a transparent background so it can be used on any type of document or advertisement in the future with no problem. If you still want a logo that has your signature color as the background, say, hunter green, you can have both made, just inverse them. For example, a logo with a hunter green background may have white text, but a transparent logo and a logo with a white background may have hunter green text.

Just as with your headshot, you’ll need logos of different resolutions if you intend to use it in different places, i.e. the internet and in print. Again, a version used on the internet may have less resolution, while one for print needs a higher resolution. You don’t necessarily need to understand all of these intricacies; just understand that they exist.

Dunham’s Financial Advisor Services Menu

Now that you have your headshot and logo ready to go, it’s time to market yourself – not only to prospective clients, but current clients as well. Most advisors get put into a box – “she’s an annuity provider,” “he does IRAs,” etc. Clients don’t know the full breadth of what their advisors offer.

Dunham’s Financial Advisor Services Menu is an easy and effective way to communicate all of your services to your clients and prospects. Instead of being known as “just my annuity guy,” your client will know that you can also offer help with retirement accounts, trust services, life insurance, mutual funds and a range of other services.

It can also help when it comes to referrals. Your client may not need your help with setting up an Asset Protection Trust, but his brother-in-law might. Now that your client knows you can help with that, he’s more likely to recommend your services.

Simply provide your email address, and we’ll send you an editable version of Dunham’s Financial Advisor Services Menu, that can be used with your personal headshot and logo. You can also download our helpful handout with tips for marketing yourself.

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