Branding for Accounting, CPA & Financial Firms
Need help positioning your brand so that it delivers results? Want to strengthen your brand starting with design or messaging? Need a refresh to represent your firm? Whatever you need, our team of marketing experts can help!
Your brand is how people perceive your accounting firm or financial services firm. Think of it as the reputation of your business. The stronger your brand, the more referable you are. Your brand is much more than your website or logo, your brand encompasses everything from the way you answer your phone to the color of your office walls.
Your brand should clearly represent your firm—its values, culture, services, and people. As you might imagine, branding is easier said than done!
A brilliant firm message is the basic core differentiator of your brand. It helps to build awareness and convey meaning. Every interaction your team has with a client, prospect, or referral source is an opportunity to solidify your firm’s brand. Because of this, it’s especially crucial to ensure your message is strong and differentiated. It’s also imperative that your team is on the same page regarding your firm’s unique message.
At Align Marketing Group, we can help you with establishing a new brand or strengthening the one you’ve had for decades. Our branding process begins by taking an objective look at your firm. Depending on your goals, we interview employees and clients, assess your existing brand (if applicable), design or refresh your visual identity, and develop messages and brand standards that resonate with you and your audiences (and pass muster with your compliance officers if required).
Looking for exceptional design help for your website, logo development, or marketing materials? A solid brand image can build your firm’s reputation, make you stand out from your competition, and project your values to attract your ideal client. To help you create or refresh your firm’s brand image, we look at your firm’s current graphic personality and work with you to create a new, fresh brand identity that provides a visual reflection of the value your firm provides its clients. This branding initiative includes the development of a new or refreshed logo and color palette.
Giving clients a tangible takeaway can be more impactful than asking them to view a screen. For this reason, keeping your firm’s print materials looking sharp and on-brand is a must. This is where Align can help.
With a team that includes talented graphic designers, we can design and print marketing materials—such as stationery, sell sheets, and other marketing collateral—for your CPA or financial services firm. We design from the ground up to give your firm a look and feel that aligns with your brand. You won’t find templates here.
Whether you’re looking for a brilliantly designed website, a creatively formatted mailer or a professionally designed one-pager, we can help you make a lasting impact.
What Goes into a Brand?
A strong brand message: Your messaging defines and communicates your firm’s differentiating value. If your firm’s message is not consistent and ‘sticks’, then your brand image won’t brand image won’t matter.
A fresh brand image: Your brand image is the visual components of your brand that conveys your firm’s personality through visual translation, including logos.
A fabulous client experience: Your brand client experience should ensure consistent, positive interactions with clients and peers. This includes the visual experience as well. The client experience cannot be conveyed accurately until the work has been put in for your brand messaging and image.
Let Us Help You Solidify Your Brand
Branding your brand is crucial for your financial advisory firm or accounting firm’s success. Having a solid brand builds your reputation and allows for healthy differentiation between businesses. Without a strong brand, your financial advisory or accounting firm may not leave a lasting impression.
Let us help you build your brand, bring in new clients and leave a mark on the world.
Our expert team creates branding and messaging for your firm that includes:
- Creation of your key differentiators
- Development of a unique brand message
- Creation of a fresh, relevant brand image
- Ensuring a consistent client experience
- Personal messaging for networking, referrals, and introductions
Blog
How to Measure ROI with your Outsourced Marketing Firm
When you partner with an outsourced marketing firm like Align Marketing Group, you’re investing in your business’s long-term growth and brand development. But how do you measure the return on this investment (ROI), especially when it’s a strategic engagement designed to build a solid marketing infrastructure? You can capture a [...]
Transparency vs Honesty: Building Client Trust
If you're offering financial advice, you know how important it is to build trust with your clients. But here's something that often gets confused—transparency vs honesty in marketing. While they're related, they aren't the same thing. Honesty has become something of a buzzword, frequently used to describe practices that are [...]
Using Client Referrals to Grow Your Financial Advisory Practice
Client referrals have long been the foundation of growth for many financial advisors. In fact, studies show that 75%-80% of a financial advisor’s new clients come from referrals. This statistic underlines the immense value of a robust referral strategy. By taking a proactive approach, you can build a client base [...]