The wealthiest clients not only have more demands and needs across both sides of the balance sheet – they increasingly want those needs served wherever they are.

“The world has become more global and clients have become more global. They expect to be able to work with the entire bank,” says Chip Packard, co-head of wealth management at Deutsche Asset & Wealth Management.

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Every financial adviser—whether practicing at a wirehouse, bank, RIA or as a sole proprietor—needs a personal brand.
Your personal brand should differentiate you in your firm or in the marketplace and position you as an expert.
“Finding my inner specialist is how I switched from ‘producing’ to ‘building’ my business,” Michelle Smith, co-founder and CEO of Source Financial Advisors, told an audience at a recent conference. “People Google for specialists. People refer others to specialists.”

Developing an authentic value proposition is worth the effort. Knowing your personal brand will focus your attention on the clients and activities that will help you grow your practice.
4 Ways Branding Will Help You Build Your Business

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