Time to Re-Brand? Ask Yourself These Questions First

Several times throughout the year, we hear questions about hiring a marketing firm—usually on the heels of a lukewarm seminar turnout or a lackluster referral stream.

Here are a few questions to consider before engaging an expensive marketing and graphic design firm to revamp your website or design a new logo and brochure.

  • Do my website and other marketing material reflect exactly how I bring value to my clients?
  • Do I have a defined referral strategy that includes communicating to my current clients a description of my ideal client, as well as the needs, concerns and issues that my practice is best positioned to address?
  • Do I have a defined client advice process, communication and education plan that I use consistently and polish up on a regular basis?
  • Do I have a proactive mechanism for gathering client feedback?
  • Can my centers of influence describe what I do for their clients?
  • Finally, do I have a tracking mechanism for analyzing results achieved from my marketing strategies? In other words, can I evaluate my progress—what’s working and what should be improved?

Your logo and tagline won’t make or break your client relationships. How you advise your clients, your approach to managing investments and your communication and follow-up are what make all the difference.

Your story and the plan you put in place to communicate it effectively are crucial to success as well. When your clients can recognize situations when you could help their family and friends and can clearly articulate your value to them, then you have set the stage for growth in your practice.

If you need some help evaluating your brand, give us a call.

No comments yet.

Leave a Reply