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The 'Swipe Right' Financial Advice Brand

What if you had a real and relatable marketing approach to get the right-fit clients to choose you? Lisa Greensill is a Marketing Advisor and Co-Creator of Brandover®, a creative collaboration focused on taking the bland out of financial brands. In this conversation with Ellen Rogin, Lisa will be answering: • What are the three biggest mistakes you see financial advisors make when it comes to their brand and marketing? • Why is it so important for advisors to be crystal clear about who their ideal clients are, and how does that clarity help them attract and support those clients more effectively? • In an industry built on trust, how can financial advisors use authenticity to strengthen client relationships and make their brand more relatable? • What are some simple, actionable steps advisors can take to become the ’swipe right’ choice for their ideal clients when they find them online?