Should financial advisors focus on personal branding or firm branding?
The answer depends on your firm's size, goals, and growth stage.
In this episode of the Craft On Tap Podcast, Stephen Beach and Faustin Weber discuss this common marketing dilemma.
They cover:
- Which accounts get better engagement, personal vs company
- What smaller advisors should focus on
- How to blend firm & personal branding
- Specific “what to post” ideas for LinkedIn company vs personal accounts
Timestamps:
(0:00) Introduction: The LinkedIn posting dilemma
(2:14) What gets the most engagement?
(8:40) - Smaller advisors should focus on personal brand
(10:35) Survey data on the importance of personal branding
(13:00) Scaling practices need to weave in building the firm's brand
(18:25) Real client case study: Personal Substack creating leads for firm
(24:00) How to integrate personal & firm branding on a practical level
(28:40) Scaling strategy for larger firms
(34:43) SEO considerations for personal branding & bio pages
We help financial advisors reach their AUM goals through strategic marketing. Subscribe to Craft on Tap on YouTube and learn more about our services at craftimpact.com
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