Blog Archives

How a Clear & Compelling ESG Report Supports Your Financial Services Firm’s Future

by Lynda Decker — October 5th, 2022

Until recently, environment, social and governance (ESG) reports were largely seen as feel-good pieces to put a company’s best foot forward. Whether intended to show investors their money was spent responsibly or to cultivate a more favorable image, ESG reports didn’t previously have a ton riding on them. But today, ESG reports are under increased scrutiny from government regulators, investors,…

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7 Tips to Differentiate Your Firm Through its Verbal Brand Identity

by Lynda Decker — July 26th, 2022

The strongest brand is not just about what is seen. It is just as much about what is said. Successful branding for professional services firms requires an effective fusion of both visual and verbal identities. How you appear to your audience must closely align with how you address that audience. A compelling verbal identity that is crafted to amplify the…

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Top 5 Communications Missteps by Financial Services Firms

by Lynda Decker — October 8th, 2021

No one interested in real communication and connection prefers a one-way conversation, and neither should a financial services firm like yours. You can’t build rapport with your customers if the conversation with them isn’t mutual. The best way to create the necessary back-and-forth between you and your audience? Engage your customers in a way that elicits their attention and invites…

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How to Preserve Your Financial Services Firm’s Brand Equity During M&A

by Lynda Decker — June 9th, 2021

An M&A deal is an exciting opportunity to quickly expand your financial services firm’s capabilities and market share. If you’re pursuing a merger or acquisition, the deal itself may be a no-brainer. But the process of actually integrating two firms into a single, cohesive entity? That part isn’t so simple. In fact, an M&A deal represents a distinct period of…

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Brand Guidelines Will Protect & Extend Your Professional Services Brand

by Lynda Decker — May 25th, 2021

As a marketing leader, you understand the value of your professional services firm’s brand better than anyone. Your brand, properly wielded, has the power to elevate your position in the marketplace and act as an evergreen driver of new business. Depending on your organization’s level of marketing sophistication, you may have had to work hard to earn brand buy-in from…

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