Don’t Let Your Brand Drown in a Sea of Prompts – Three Financial Firms That Got it Right
I’ve spent a long time arguing that most wealth management firms — especially small to mid-sized RIAs — do a terrible job of differentiating themselves. Years ago, I wrote about what I call “me-too branding”: the habit of mimicking competitors, defaulting to generic messaging, and blending into a landscape where every firm says the same […]