In the financial services industry world, financial advisors recommend and sell similar, if not the same, products. Consumers also have access to a lot of the information a financial advisor, like you, has. In many ways, what separates you from your competitor today is your brand: who you are strongly influences your prospects and leads as much as, if not more, than what services you provide.
Most companies concentrate their branding efforts on your logo and tagline. However, branding is much more than a fancy logo. Every financial advisor has a unique set of factors, such as different needs and capabilities, competition, regional market, and company position. True branding takes everything into account to capture all of that.