Stats You Need to Know About Why Branding is Important for Financial Business

You can call a brand is the backbone of an organization. It is an identity that shows the digital presence of a business. The stability and consistency are more successful features to grow business reputation in all the spheres. Get to know promising facts of financial advisor branding that is realistic in nature. Go forward to read about the stats and facts that make branding an important part of a financial website.

Dive into the categories and capture chief information on how branding helps to raise up the financial business.

  • Branding basics
  • B2B branding
  • Maintaining your audience


Let’s get to know all three categories in a more detailed format.

Branding basics

  • The brand signifies the overall image of a business. It includes name, sign, and symbol used to create an alluring brand identity.


  • Brand recognition can be boosted up by 80% with the use of specific color contrast.


  • It is not something that lies inside an organization or business, in fact, it stays in the mind of a customer when it puts a good impression on an individual’s mindset. In this way, the client shares an interaction with your business and your services.


  • Out of 100 best brands, 72% are named with words and acronyms.


  • 90% of dealers are impressed with visual factors like the color scheme.


  • As online content matters a lot, so 69% of marketers prefer quality content over a website instead of direct mail.


  • 33% of brands use the blue color in their brand logo design.


  • For effective results, mobile ads are more preferable over desktop ads.


  • On a monthly basis, 67% leads are generated for the companies who prefer blog posts.


B2B branding

  • B2B marketers have a goal to create a brand awareness which they are following for the last few years. And 89% of marketers think brand insight is a major fact to promote your products and services at a greater extent.


  • 77% of marketers think creating a brand is the most critical part of the business world.


  • 75% of buyers demand branded content to explore the business ideas more deeply but 93% of brands are more focussed on self-promotion instead of general subject or any kind of moral lecture.


  • 91% of B2B marketers are more engaged to create brand awareness using content marketing.


  • 77% of B2B marketing leaders announce branding is critical to growth.


Maintaining your audience

  • Maintaining the audience for your business is essential.


  • On a calculated record, 5 to 7 brand impressions are most substantial before a customer will memorize your brand.


  • The consistent presence of a brand will experience 3 to 4 times of brand visibility.


  • 64% of customers shared value for a reason that they have a relationship with a brand.


  • Half of the total means 50% of people follow more than 2 or less than 4 brands on social platforms, 26% follow 5 to 9 brands and 22% of people follow 10 or more brands and at last 3% of people not in the favor to follow any brand.


Hope this post is sufficient to make you realize how important a brand is for your existing as well as for new start-up business.

How a Professional Financial Copywriter is Helpful in Business Growth?

The financial business revolves around the content. The maximum percent of a business depends on the golden words you have written so far.

The financial business sounds boring or less interesting as money is a serious matter but financial copywriting services don’t have to be dull or colorless. If you’re communicating with the audience via chat, you don’t have to waste their time either write which is relevant to your discussion or end up the chat with beautiful words like ‘nice talking you’, ‘take care’ and few others. You can say content is the soul of a business, you can’t succeed without it.

Therefore, the financial industry always requires a creative writer who can make blogs, posts, and ads attractive for their customers. And here the question is, what makes you a qualified copywriter? A certified or qualified writer is one who has the capability to write innovative words in their content and it helps the business owner to sell their services easily. The news writing or editorial writing is all about encouraging the public to implement some action.

Suppose, if an individual is reading finance article in a newspaper with each sip of hot coffee, and at last, they get impressed with your writing style, language, then there is a maximum chance that they’ll be inclined towards your business and surely make a call for your services. In short, copywriter plays a crucial role in the growth of your business.

Check out the specifications of a great financial copywriter to enhance your business reputation:

Stronger portfolio

The website blogs, advertisements on social sites, articles, eBooks and offline content are completely depending on the writer. The portfolio you have created so far validate the quality of writing. It helps the client or other companies to take some advice from your resources.

You might have seen there are so many titles that force you to click and at last, what you have found? Disappointment, it diverts customer to another direction, directly or indirectly it influences your organization. The writing pattern should be impressive so that the client feels yes, this is what they want for their website.

Professionalism and client service

The content marketing services know the value of professionalism in marketing, so having a professional writer in-home is essential.

Check out some points like; do they offer a relevant answer in writing? Do they communicate clearly? Do they write exactly what they speak? All these things show the nature of a copywriter and attitude towards the client.

If a new policy is introduced by the company and it’s not gaining any acceptable audience, what step you should take in this? Alluring writing to promote your marketing services; retweets on social sites to manipulate the people and respond to each email with a creative idea.

Write something that looks classy yet easy to understand. Don’t add complex or heavy words that need a dictionary for understanding.

How to Use Facebook to Promote Your Business?

The power of social media can never be undermined in the age that we are living in. From people posting pictures of every meal they eat to any new endeavors that they have taken up – it is something that is trending and is here to stay.

With social media expanding majorly, so are new apps making their way into people’s lives. But, why is Facebook so hyped up? Why doesn’t any other social media app doing the same networking as Facebook is? Let’s explore more:

Why is Facebook a Hub for Networking?

From creating groups to posting things as your status, your approach to marketing can be as creative as it gets. For instance, you want people to spread the word about a new venture you’ve taken up. Gone are the days where word of mouth was a thing, and was reliable.

So, about your new venture, you can first start off by posting it as your status, giving a brief of what your venture is all about and sharing it amongst your friends. Now, this move will give your Facebook friends an update on what you are doing.

You could create a page for your new venture and share a few snazzy pictures – you can even use the trending hashtags so that people can relate to what they’re seeing.

You could ask your friends to share this page for your new venture – this way you are not limiting your circle to only your friends, but expanding to friends of friends. This could be considered promotion of the business on a minuscule level. But what you are really doing is spreading the idea of your new venture around.

Connections are Everything

Networking is key to get the word out there – and we mean it. It is imperative to make those meaningful connections with people to bolster the growth of your business. Let’s get to the facts – over two billion people use Facebook every month. With such high numbers as Facebook users, it becomes a lot easier to connect.

For every minute an average American spends on his/her phone, he/she is using either Instagram or Facebook. What better way exists than to use Facebook’s very own messenger to connect? With seamless communication with the right people, you will see your new venture booming into business.

Literally, everyone has the messenger installed on their phones. You can take advantage of this to maneuver your business in the right way. And it works the other way around too.


For instance, if your friend’s friend is interested in knowing more about this new venture, then all he/she has to do is ping on you on Facebook – that really is a start!

About Facebook Ads

With advertising on Facebook, what you need to consider is the people that you want to connect with are right there. Facebook offers a wide audience where you can relay the message and communicate with the right audience by capturing their attention in a way that might perk their ears up.

You can find your audience easily. What we mean is, you can cherry-pick your audience based on demographics, behaviors and contact information. This way you can easily know if your information is making the right impact or not. You can then improvise on your technique and methods to appeal to your audience in a better way.

Now that you have found your target audience, how do you keep them hooked? The hook is essential. Imagine if some content that you are interested in is available on the Internet, but it is presented in a drab or haphazard manner.

Would you still read the content with the same amount of enthusiasm as you had when you started off? We’d like to think not. So, to address such issues, Facebook ad formats are not only eye-catching, but they are also flexible and versatile. What we mean by this is that these engaging ads work on virtually every device and connection speed.

And, the best part? You can measure your results against what you started. You can use various ad reporting tools that Facebook has to see how the ads have made an impact. The reports for these ads are reader-friendly – the reports are visual and easily understandable at a glance. So, essentially, this platform makes it easier for you to know where you started off and where you stand currently – gives you a comprehensive analytics data of your page.

We’d consider such promotion and branding not only cost-effective, but also result driven. If you think that something is not working out in the right way, you can always tweak how you are promoting your business in a way to entice your target audience. You can always have break points in between to measure the impact so far.

Promote Virtually Everything

The traditional and conventional word-of-mouth does work when the audience is limited to a close circle. But, if you are aiming for promoting your business in a faster way, then you need to put your new venture out there and sell it in a way that tempts your audience.

And, this concept does not have to be limited to just a new business or a venture. It could be for selling your used stuff or even procuring what you are looking for.

So, don’t limit Facebook to just chat with your best buddies. Go on, and explore the world of Facebook in a way to give your new venture a definition.

About the Author

Sameer Panjwani is the Founder & CEO of, an online marketing toolset that helps you track your rankings, monitor your site stats, and research your competitors. A man of many talents, Sameer is currently on a mission to help 1 million businesses grow organically through his products and services.


Facebook –

Twitter –

LinkedIn –

YouTube –

How Logo Design Impact On Your Brand Image?

When you’re more focused to build up a business with the involvement of all elements then you might think designing a logo is not so important. But you’re wrong it is.

A logo is a first to grow up your brand image and it gives an identity to your business. If your logo is strong enough, for sure nobody will stop you to touch the horizon.

Presently, there are a bunch of companies revolving here and there offering services like financial advisor branding, web development and digital marketing. But the truth is if your brand doesn’t have an attractive and proficient logo design, you lose the success. The proper and up to the mark logo design is only appreciated when you have in-depth knowledge of the context.

Most of you may confuse between logo designs, branding and identity design but all these aspects have a different meaning. At the end, their motive is same; they represent the true image of business or product. In almost all cases, logo is the first priority to understand business belongs to what. Suppose if you use a logo to represent financial advisor but that logo is more associated with restaurant then this will hurt the business’s present reputation.

Let see some logo design facts that impact on your brand image.

  • A professional designer team to emit what is real
  • A powerful logo influences customers
  • Smart symbol in logo design can indicate the whole story of your business
  • Bring the brand to the next level
  • Perfect logo design leads traffic to a site

When a customer wants your business services, they first look at the logo. They will prior make an image in their mind about your business. Whenever you create a logo make sure that is unique and impressive at first glance of the user.

This defines every detail you have used in the logo design will put a heavy impact on your brand.


A coloful logo looks amazing in its own shadow. And as we all know colors can elicit feelings. The proven results show that colourful logo design puts more impression on potential customers. The research said, 84% of people make their decision on the basis of color you used to design a logo.


A logo is incomplete without the use of sign, mark or word that represents the motive of a business. The companies like AltaStreet specializes in websites can guide you what is good for your brand. The English alphabets can also be employed in logo design and it can be a memorable design for users.

In the mad race of competition, go with innovative and classy looking logo designs. A logo is well presentable if it helps you to understand the main idea behind its building.

How Social Media Is Helpful For Financial Advisors In Brand Awareness

These days, social media is no longer an option, its a proven key employed to gain brand awareness and build a stronger bond with clients. Many of you might think social media is not a good strategy for financial advisors as its too expensive to cope up with but the truth is, it’s a leveraging scope to start up your brand globally.

Moving further with some tips you need to understand how to succeed using social media:

  • Recognize what, when and where to post
  • Deeply research and study of social media where you have accounts
  • How to engage followers
  • Understand the posting pattern to attract more investors

Facebook, LinkedIn and Twitter are most used social media. The maximum users have their account on all these sites, so it is a very recognizing way to awake the audience about your brand. Today advisors are well aware of all sites but where they lack? Half of the generation doesn’t know which button is to pull and push to enlarge marketing campaigns. Here they make mistake just to get money by any chance possible. Follow prolong running strategies to enhance financial advisor marketing services using social media:

Add exclusive content:

Influencing content speaks itself. Unique or alluring writing is a successful tool to impress readers. Try to add phrases in your text to hold the attention of your audience on your brand. If you share irrelevant content on social channels, users will discard it and badly criticize it. For an advisor, to the point text have a healthy impact than putting a story. Investors want reliable policies, so try to link with their mind.

Share short videos:

Video is an incredible factor you can add for the purpose of brand awareness. Create short videos on how to sign up, financial site demos, animated video clipping and etc. You can add fun elements too but only where it is applicable. Practical knowledge is more deciding tool than explaining in words.

Consistent posting:

Your posting content will take time to divert investors to your business. So, its better to frequently advertise your brand. You’ll not see results overnight because there is no magic going to happen with your starting posts. Time and again, attractive or creative posting will bring new users to your brand or business.

You may have seen an advertisement for a number of sites like AltaStreet, Financial advisor website, they try to pull up every context in minimum length and time and we think it the best idea to get aware of what they’re offering.

In a nutshell, it can be concluded, all you need a perfect marketing plan. Don’t jump to all social channels at a time, firstly start with one and once you mastered it, then expand your wings to other social sites.

How Financial Marketing Services is helpful to convert website Visitors into Clients?

The Quotation; “the first impression is the last impression”, really works for this article.

You’d expect unconditional traffic to your site which directly means you want more customers and high sales rate, yet it’s not working so? Why? Simply, traffic is not sufficient if that’s not able to convert your website visitors into clients.

Move on further to understand how AltaStreet transfer visitor into a client for Financial Advisor Website Services.  There are a bunch of factors reside behind this statement, we’ll discuss that step by step.

Here is a list of crucial financial Marketing services:


SEO contributes to bringing your website up in top results over search engines like Google, Yahoo, and Bing. Technical support and innovative minds join hands to drive traffic and spread awareness regarding business, brand or product. Make sure your website is responsive and optimized for search engine results, to visualize by the customers.

Social Media Marketing:

To play the game of social marketing, informative enrich or relevant content you have to collect. The promotion can be done on different social sites like Facebook, Twitter, Instagram, etc. Write down the eye catchy content pertinent to financial services, post the ad over Facebook, Instagram to grab the attention of your customers and wait till they make a call for their next project.


The PPC (Pay-per-click) marketing is helpful for financial companies in the promotion of financial services. It’s absolutely risk-free service you can adapt for your site. It creates uncountable calls to make inquiries about the financial requirements of the business.

Your website plays a vital role to take attention of the customers. You should make the landing page informative plus attractive because user stays longer when they find relevant or good stuff on the landing page at the starting seconds. Otherwise, they lose interest and get back to another source.

Below are the required things you have to add in your website for better results:


You can say, content is the main accessory of your website. Make a killer strategy for a long term goal and here important point is be turned out about to whom you’re promoting? Who is your targeted audience? Where you are offering services?

Everything should be cleared in the content section; tiny to vast. The more audience turns into a client when they have found good opportunities to know about you well like by posting blogs on the site, highlight main terms, etc. While reading your content, if the user finds it interesting then definitely they’ll get back to you soon.

Add testimonials:

The feedback from the previous clients is another big opportunity to boost up. If you satisfy your clients, surely they left with positive feedback and use that response as a weapon to attract the viewers.

Add all golden words to your site, when visitors read about your work, then again there is a chance they changed their mind. The testimonials are like social proof of your work and your strong bond with your clients. It sounds respectable vibes both parties have shared.

Free trial:

A free trial is an opportunity for the visitor to examine the thing carefully before making a final commitment. Maximum organizations offer free trials to visitors. There are advantages of free trial:

  • Customers do not feel anxiety at the time of the final deal
  • Customers have a chance to quit if they don’t get impressed
  • See the competition level

In an incredible world, the competition is incredible. To convert the audience to your client is not that easy, you’re in a business line to make money. Hence, it’s not just like to create a website and wait for traffic. You have to figure out the finest tools and resources to implement in your work to get the best.

How We Can Promote Financial Business with Twitter Hashtags?

Twitter can be used to promote financial business both large and small scale. This social media platform acts as a base to exhilarate of financial business. Hashtags are popular means for this purpose, but the correct usage of this tool is very important. They help in linking the related topic, recognition of various processes like that of financial website development and many more. Hashtags can be used for various purposes for financial business. Some of these methods are described as following:

  1. Visibility: It helps in the categorization of the company and various services provided by it. It acts like an abstract word to define the company.
  2. Service description: Hyperlink of the service description website with Twitter helps in tangible monitoring of the company and service. This helps in easy engagement with the clients.
  3. Tracking: Hashtags are not only supported by twitter but are also compatible with other social media platforms like Instagram In this way tracking of the social media campaign is in an organized way.
  4. Marketing: Event marketing is one such method. Hashtags are associated with a particular event. Various hashtags are created depending upon the event organized.
  5. Digital Chats: Weekly chats are possible with the clients. This chat is controllable with various parameters like chatting speed, blocking and ending a conversation.
  6. Conversational ads: Originally known as promoted tweets, these consist of abstraction call to action button process. It consists of multi-purpose pre-composed messages, custom hashtags as defined by the advertiser for a particular campaign. The buttons let you select an option for re-tweeting. They act like the catalyst for starting a conversation.
  7. Targeting: Hashtags can be used to target a specific category of clients. Clients too can use them to identify if the event is related to their needs or not. They help in the identification of the company characteristics like #startup indicates that the company is new and is at the embryonic stage.

Fundamental guidelines to use hashtags:

  1. Select a memorable title name.
  2. Keep the title as short as possible.
  3. The title must be easy to spell.
  4. The title must be unique and directly indicate your event.
  5. The hashtag must be relevant for the event. A wrong hashtag can also have a drastic negative effect.

Correct usage of hashtags is very important to gain benefits from them. A hashtag can either hit the bull’s eye or can miss the target, it all depends upon its usage.

Why Need Video Marketing for Financial Services?

The financial industry has been slow to get on board with inbound. This is advantageous to you. Any improvements you make to your inbound marketing can put you way ahead of your competition. We recommend adding video to your marketing. In particular, an explainer video can increase your financial services leads.

Here’s why you should get involved in video marketing if you haven’t already.

Why Use Video Marketing?

The proliferation of video is one of the biggest and fastest growing trends in inbound marketing today. There is a lot of focus on ranking well with Google, and rightly so, but YouTube has been described as the second most popular search engine. In 2015, YouTube outstripped Google in terms of popularity on desktop computers.

Consider also that people tend to retain images – especially moving images – better than they retain text. Video combines moving images and audio, so you can make an impact and a lasting impression. If you have a message that you want people to carry away, consider putting it in an explainer video.

What is an Explainer Video?

An explainer video is a short animation used by businesses to convey their brand story to their visitors. They are concise and precise summaries of a business’s products and services. When we say concise, we mean it. These videos are typically fewer than three minutes long. In most cases, sixty to ninety seconds is plenty.

The strength of explainer videos is that they take the core information that a business wants to share and they make it not only palatable but often entertaining too. If you want your potential customers to understand what your business does and why it’s different to other businesses out there, an explainer video is a perfect vehicle for that message.

Explainer videos can help potential customers cut through financial jargon. Jargon is a particular issue in the financial industry. If you want to explore a complex financial issue, an explainer video opens the door for your customers.

When customers understand what they need, they can take action. If your business provides this information in a way that is easy to understand, people are likely to trust and value what you have to say. People work with businesses that they like and trust.

An explainer video is ideal if you want to make a complex financial process, idea, or service, understandable. While financial matters can often be ‘dry’ or even threatening, an animated video makes it all more manageable.

Some serious numbers to consider

Explainer videos are particularly good at generating leads, which can more than repay the initial investment in the video. If you’re wondering how exactly an explainer video can help generate more qualified leads for your financial business, then here are some astonishing numbers for you:

  • Adding an explainer video to your website can boost conversions by as much as 300%
  • On average, 85% or more of people who watch a video of your product or service are likely to buy
  • 88% of visitors stay on a site longer when video is prominent (Mist media)
  • 90% of shoppers found watching a video helpful when making a buying decision (ComScore)
  • You’re 53 times more likely to appear on page 1 of Google if your website uses video (Forrester Research)
  • Video now appears in 70% of the top 100 search listings
  • Our brains process visuals at 60,000 the speed of text
  • Video used in email marketing campaigns was found to increase click-through-rate by 96% (Implix)

The Power of Explainer Videos

Videos are not an option any more but a necessity. You might find that most of the businesses are using video now days and there is a strong reason for this. If you are not using explainer videos here are a few facts that will make you rethink your marketing strategy:

Google likes video – In fact, they are more than friends. If you can get your visitors to spend more time on your site, Google will (love) reward you. Giving your visitors video content to watch is a great way to increase how long they spend on your site.

Explainer videos generate visitor interaction – Google understands that visitors are more likely to take action based on an explainer video than reading through a textbook of legalese. If you demonstrate that you know this too, Google will boost your ranking in SERPs.

Reduce sales cycle – Explainer videos when used properly along the entire sales funnel will help you educate the prospects in a very systematic way and thus reduce the sales cycle. This will also help become an authority and your prospect will trust you more!

Reach more visitors – As discussed, increasing numbers of web users are watching online videos. If you want to reach more people, it makes sense to make the best, most engaging videos you can.

Explainer videos are shareable – People like to share content that is useful, entertaining, and short. This is how your explainer video can be spread from network to network, generating more leads than ever.

You’ll increase conversion rates – when complex information is expressed simply and clearly, your potential customers will be more likely to make the leap to become customers.

More data to grind – If you have several explainer videos, you will be able to check out how many people are watching each one. This will give you an indication of which of your products and services are the most popular, which is useful for your marketing purposes.

Be direct – your explainer video gets to the heart of your business and presents it to your visitors. If they want further information, they can find it on your site, get in touch with you, or download one of your offerings. With an explainer video, you’ll avoid losing interested people in navigation. Instead, your video will tell them exactly what they need to know to make a decision on your product or service.

Let your personality shine – a great way to engage your visitors is to come across as a team of individuals, not as a faceless brand. An explainer video, although it may be animated, is a fantastic way to share the unique voice and personality of your business. People will get an instant impression about the people behind your business from the style of your explainer video.

You can always augment your personality-building by including video interviews or talking heads in your video marketing, alongside your explainer videos.

What Makes a Great Explainer Video?

The elements of story-telling will help you assess the quality of your video. This needn’t be a massive learning curve. Think of it like this: A good story has a beginning, a middle, and an end.

The beginning should have a hook of some sort, such as an interesting premise or a question to answer. It should capture the interest of your audience and keep them watching to find out how it is resolved.

The middle of your video needs to keep your audience’s attention. This is often the hardest part of a story! When it comes to video, the trick is often to keep it to the point and don’t let it get too long.

The end needs to deliver on whatever you set up at the beginning of the video. Just like a story, you’ll want to make sure that you don’t leave loose ends. If you haven’t done what you said you’d do at the beginning, your video needs more work.

The ideal outcome of an explainer video is that the viewer learns something and finds the solution to a problem. If the video compels the viewer to action, it’s a winner.

Here’s a great example of a short and sweet video that gets to the point fast and tells viewers how this business can help them:

Videos like this work well because of their simplicity. As well as being visually engaging, it communicates ideas clearly and promotes understanding of important concepts.

Making an explainer video that distills the essential parts of your brand takes technical skill and expertise. We have you covered.

Further benefits to consider

If you’re interested in becoming a thought leader and leading your industry, engaging with people through video is a fantastic way to get ahead.

If your business is already creating blog posts or is focusing on an ebook or a stellar infographic, consider shifting energy into video. With video, you’ll be attracting new customers, satisfying your existing customers, and speeding ahead of most of your competition.

If you’re considering creating a talking heads video so your visitors can see you and/or your team, you want them to trust you and associate your brand with wealth and safety. Investing in a quality, dedicated video camera, therefore, might be wise. One of the benefits of explainer videos here is that they are largely animated, negating various technical problems. There is no need for you to worry about camera angles, lighting, or getting your good side.

Of course, you can represent the videos in different styles to hammer the point home.

Check out a few more styles of videos here:

Whatever kind of video you use for your video marketing, focus on engaging your customers. Don’t play to your competitors. Your customers want to know what makes you different from the competition, not how you can be similar.

A short video unraveling a specific issue that the public tends not to understand can work wonders. Compare this with a 25-minute epic that displays your branding in inspirational settings but doesn’t satisfy any of your customers’ needs.

Focusing on your customers means giving them an insight into what you do and why they should partner with you. It means answering their questions and empowering them to take the next step, whether that’s subscribing to a list or calling you for a consultation.

How Soon Will My Explainer Video Go Viral?

A common issue with video marketing is that people expect their videos to go viral. The truth is that it’s very unlikely that a video will go viral.

The good news is that a video doesn’t need to go viral to bring new customers to your business every single day of the year.

Whatever kind of video you create or order for your site, a good video that tackles the right topic will be evergreen content, working for you 24/7. A great video will be shareable and allow you to reach an even wider potential audience.

How to Get Your Explainer Video

While some professionals, such as artists or skilled laborers, might be able to connect with their audience using hand-held video shot on a smartphone, the public generally expects more ‘stability’ from a financial services industry video. This doesn’t mean hiring Steven Spielberg to shoot your video, but it does require you to think carefully about the quality of the sound and look. An animated video, of course, can dismiss many technical issues in a single move.

Paying someone to make your business an animated video can make life a lot easier for you. It will also provide you with something for your video marketing that is especially effective at communicating messages.

Done well, your explainer video will be immensely shareable and provide you with a significant increase in leads.

If you have been reluctant to engage with video in the past, hopefully you will reconsider. We can make it easy for you. If you want to reach a larger audience and generate more leads, video will deliver, and we can help make it happen.

For a special one time marketing event, AltaStreet has teamed up with a stellar animation video company which has expertise working with Financial niche and has consistently provided high ROI’s to its clientele for past few years.

As a subscriber and LinkedIn contact, we have a special offer available. This content will boost your traffic and send your lead generation through the roof.

You’ll need to get in on it fast, though. We’re only accepting 10 videos per month.

Don’t hesitate. Get in touch today to discuss your professionally-made explainer video.

Contact: Dan Stark

We made a Video for this Special Offer, Check it out:


What’s a Financial Advisor’s Worst Nightmare?

You’re giving a motivational presentation to your staff. You are wooing potential business partners. Only, you discover that your Powerpoint presentation pages are in the wrong order. You panic. In fact, your entire presentation is just words from a Chinese menu.

Well, yes, this scenario could have you waking up in the middle of the night. But it’s not the worst nightmare. Surely.

Isn’t the worse nightmare getting back to work after giving your presentation, only to realize that you don’t have any clients? This is a real scenario for too many financial businesses. It’s the unfortunate reality for businesses that fail to maintain a proper online presence.

You may be a traditional financial firm with traditional practices and values, but you will have noticed that more and more of your potential customers are not traditional. They like smartphones and wearables and they want to do business with you online. If you’re not there to meet them, they’ll keep surfing.

Today’s customers want customer service, their way, and they want it now. For an increasing number of financial clients, this means being able to interact with a financial advisor’s web presence, which provides 24/7 access. If they don’t get it, don’t expect a telegram or a protest outside your building. Expect tumbleweeds.

Why does a financial advisor need a web presence?

Since more and more people are using the web to do business, you need to be online to compete. A well-maintained web presence will help your business in many ways, including by:

Improving discoverability – with an effective web presence, you can spend less time looking for customers, because your customers will be coming to you. By keeping your website current and employing certain tried and tested techniques, your website will attract people via Google, other search engines, and networks.

According to Google, more than three-quarters of people who search for a business via a mobile device visit that business within a day. More than a quarter of them then perform a transaction.

If people can’t find you – if you’re not even showing up on searches for “financial advisors near [LOCATION]” – you are losing business.

Establishing trust – A website is a sign that a business means business. It is where many potential clients go to find out more about what you do and who you are.

If two financial advisor websites are identical except has an up-to-date blog and a downloadable, this well-maintained site will have the most traction. A site that has not been updated for weeks is like a dusty shop window with the lights off.

“It could be open, but … let’s try this other store first; the one with the welcome sign and people inside.”

Improving customer service – If you only offer customer service by phone during business hours, you are missing out on the potential customers for whom this is not enough.

In our experience, some prefer to communicate via texting, instant messaging, Skype, or email. Your job is to know your customers well enough to know not only what they want, but how they want it. Then give to them.

With a robust internet presence, you can chat with clients and potential clients in real-time using various applications. You can be on the right social platforms for your clients – whether that is LinkedIn, Facebook, or another site or app – so that you can interact with them in a way that is most suitable and convenient.

How to Wake from the Nightmare of a Tired Internet Presence

If your website is working as an online business card or brochure, it’s not working. The internet allows so much more than digital versions of static, print marketing, and clients demand much more, so here are some tips for maintaining and optimizing your web presence.

Optimize your branding – while your internet is not just a business card, it should still be consistent with your other marketing efforts. Your emails, brochures, downloadables, and letterheads should feature consistent branding to help establish trust. Your website is no exception. Don’t risk a cheap, DIY template solution to do a good job with your branding.

Be contactable – Make sure that you have a contact page with more than a phone number. Why wouldn’t a business make it easy for clients to get in touch? Include email and any social networks you and your ideal customers use.

Also, consider an online form so that it is as easy as possible for people to reach you for quotes, advice, or more information.

Perform SEO – Search engine optimization refers to the techniques used to help your site achieve higher rankings with search engines. The good news is that the more advanced SEO gets, the more it aims to provide good experiences for your visitors. Good SEO practices will improve the speed of your site, the helpful keywords you use, and how people in your town or city find you.

Optimize Conversions – A good website will attract many visitors. A great website, however, can also convert them into clients.

You can use analytics to see how your visitors find your website, where they land, how long they stay, and where they go afterward. All this information, and more, can be used to create supercharged pages that give your visitors what they want and encourage them to take action.

Maintaining a website is a cost-effective way to bring a lot of business your way. And note that this is not random traffic-generation. You can build quality traffic and reach out to people who are already interested in exactly what you are offering.

Updating your website can be a lot of work, but with a revamped framework and a clear digital strategy, it will work for you 24/7/365. We have the skills and experience to help you maintain the perfect financial advisory website.

We understand finance and digital marketing inside out. If you want to grow or streamline your business the smart way, give us a call at (216) 894 5193, email us, or use our online form.

What is Jungian Archetypes & How It Works?

The use of Jungian archetypes has become a great hack everywhere from film scripts to dating sites. Websites and brand management are no exception. Once the basic concept is clear, you’ll see why it makes a lot of sense for financial websites.

How Jungian Archetypes Work

Archetypes refer to characters that can be found in stories across cultures. Their names may vary, but they are so recognizable that we accept them as universal. Essentially, the Jungian archetypes are little different from any other set of characters, whether they are from Greek Mythology, the Zodiac, or ‘The Seven’ from Game of Thrones. However, Jungian archetypes are useful because they are widely written about in a marketing context, providing a fixed point of reference.

These characters’ main asset is that they are intrinsic to global culture. This makes them familiar in a way that is extremely powerful and, according to neuroscience, helps us to remember information associated with them. This happens via common emotional patterns and the stories they trigger in the viewer’s unconscious, as well as the stories that brand managers construct for them.

Market Context

So how does this benefit a financial website? Previous models of financial branding are not as solid as they once were. The more paternal, traditional brands such as the wise and dependable institution have been integral to offline financial branding for many years. However, negative personal experiences and the banking crisis have soured the credibility of this approach, leaving many consumers wary of this branding. But market context is just one part of the picture. Equally important are customer demographics and brand.

Customer Demographics

A major driver of branding is positioning a product or service to appeal to the kind of customer the financial institution is hoping to attract. Banks and financial services companies have aimed at gathering the widest customer base possible, which poses problems for Jungian archetypes.

With online services and niche markets expanding, targeted branding using Jungian archetypes makes sense for financial websites focusing on a particular demographic for their customer base.

Brand Management

Site development and content management all rely on tone to vector the information they provide. Finding the right brand for financial services can be a challenge – it needs to be both serious and engaging. By taking on an archetypal character, or even a combination of two or three of them, the information can be framed in such a way that it becomes more of a narrative with specific traits; a pre-packaged brand ‘identity.’

This way, it’s easier to find a narrative hook and strong adjectives that will enliven the writing, without blundering into hyperbole, because the archetypal character keeps the writing coherent to the brand, even when it’s pushing the envelope.

It’s in the use of images that archetype branding really takes off. Images for financial websites tend to be the same blue-gray pictures of white men looking down at documents, women and children jumping, or something that vaguely suggests digital via overlaid strings of soft focus binary code.

By digging into archetype branding, however, a completely different palate and symbolic language become available. This greater visual range can be employed without detracting from the brand message or identity. Archetype branding is much more visually exciting than traditional design.

The 12 archetypes:

The Innocent, also known as the orphan

Idealistic, pure, straight dealing, optimistic, kind and simple. Not many financial companies run with this archetype, but The Co-operative Bank is one example.

The Hero

Strong, fierce, relentless, disciplined, like Paypal.

The Everyman

Real, honest, hardworking, fair., though not strictly a financial company, is one. Amalgamated Bank and Visa are also examples of this archetype.

The Caregiver

Kind, generous, comforting; someone who serves. Several insurance companies aim for this archetype, including Legal and General, Guardian Life, and Prudential.

The Jester

Spontaneous, fun, playful, and sometimes inappropriate. Virgin Money is a good example of this brand.

The Explorer

Freedom, self-improvement, discovery, daring, self-sufficiency. This seems like a space that’s waiting for a big player to fill it. and are giving it a go, and accounting software provides a masterclass.

The Outlaw / Revolutionary

Mould-breaking, tear down and rebuild. E*trade and Virgin.

The Magician

Change-makers who cause us to shift our perspective, grandiose. Magicians are also logical, insightful, and analytical. is a classic example of the magician archetype – as are a lot of cloud-based services and quant-driven investment firms, such as

The Lover

Orientated towards the senses, deep connections and lasting relationships. This is more Dove soap and Hagen Daas than financial services.

The Creator

Creative, driven, open-minded, determined. Usually associated with brands such as Lego and Apple, the creator archetype is rare in risk averse financial institutions. However,, Hellobank, and eLife online banking are all going there, and Commerce Bank online has arrived.

The Ruler

Authoritative, in control, responsible; always seeking improvement. Moody’s investment service.

The Sage

Knowledgeable, objective, research orientated. Wisely even has an owl logo. Other Sage companies include Credit Insights and Personal Capital.

Financial websites are getting a lot livelier. If you want to stand out, consider looking at where your brand might go via archetypes.

Imagine how much more interesting and exciting your website could become. And use these archetypes to help attract the ideal customers looking for your product or service and style.

Learn How AltaStreet has helped well over 1,000 Firms thrive in the Financial Space. Contact Managing Partner, Dan Stark to set up a Discovery Call or email: