The Top 3 Branding Mistakes Financial Advisors Make
By Wendy Rall, Budd Branding

You’ve studied hard, paid your dues and earned your position, now it’s time to ensure your professional image reflects your knowledge, work ethic and the quality of service you provide.

Mistake #1: Not creating a consistent brand image.

By not working with a professional designer to create a brand image that works for your particular industry, you risk creating confusion in your advertising. Without a brand image, print shops will produce different designs for you each time you print, thus crushing your chance of building recognition through consistency. Although you will be using your investment firm’s logo, you need to set yourself apart from the other advisors with your own personal brand image that is clean, sophisticated and consistent. The logo, colors, fonts and overall style of your image help potential clients to identify with you and remember you.

Mistake #2: Creating a logo with no images or with overly complex images

A simple and unique logo, such as initials or an icon, will be easier for your potential clients to remember than text alone. Think about how your image will appear on a business card and a large banner. How will it be reproduced in a newspaper ad or on a pen? Photographs and complex illustrations are not recommended for logos because they are difficult to see from a distance and complex images do not reduce well. Although these images can be used as part of your overall brand image, your logo needs to be easy on the eyes. Keep it simple.

Mistake #3: Not investing in yourself

Business cards and white sheets are not enough to earn the trust of potential clients. How can you expect others to invest with you, if you do not invest in yourself? This is where a trifold brochure can help. By providing information about your education and experience, this marketing tool outlines the benefits of working with you specifically and with your firm in general.

Creating a brand image is crucial to your overall success because it is a direct reflection of you. At Budd Branding, we have been working in this industry for over 30 years and we know what works. Do you?


Wendy Rall is a professional graphic designer with over 30 years experience and owner of Budd Branding, a boutique design studio. Contact Wendy at or 951-704-3374.

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