Be a better IFA by DESIGN
Being an IFA is a special profession. It allows you to give valuable and confidential advice to clients who you serve. You educate on financial products that, when put in place can safely protect those who you look after.
You are invited into the homes of individuals and families and work with them to support and protect their financial wealth. You are their confidant and in time become their friend. You aspire to having long-term relationships with them.
While you may be qualified to support your clients practically, it’s often your brand falls short of mirroring the good work you do personally by not representing you in the best light.
Your brand needs to be the ’YOU’ in the room, when you’re not there.
Your brand must support your conversations, reassure your clients in words and images that support and give relevant meaning to your discussions, provide considered and relevant information to enable important decisions to be made.
By matching your brand, to look and sound like the best IFA you are, your clients will then perceive you and your service is seamless and that will enhance their confidence in you.
If you would like to know how design and branding can give you an edge in winning and retaining clients, please message me.