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“Tom worked with our broker dealer at Riggs Bank on a new marketing approach. He got results and we were very pleased with the work that Tom performed for us.”

—Henry Morneault
Chief Operating Officer
Zdenek Financial Formerly CFO Riggs Financial

Branding, Marketing and Corporate Communication

Why This is Important to You

Your brand is your reputation and your most valuable asset.  

Branding for Financial AdvisorsIt's much more than a logo or an advertisement, more than the packaging on a  product (although those things matter). Your brand is how all your stakeholders--customers, prospects business partners, employees, regulators, media -- see you.  It is based on every customer interaction with your firm:  the quality of your products, how you answer the phone, the appeal and comfort of your office, your online persona, and the personality projected by your media efforts.

How you choose to position yourself with these stakeholders defines you; often separating distinction from extinction.

One way to enhance your brand is by developing a proactive client communication plan.  Because, if you are not controlling the narrative, someone else is, whether it is the media, a relative, bloggers, tweeters, or a host of others trying to tell your clients what to do. Those wealth management professionals controlling the form and frequency of the dialogue are those capturing a position of leadership in their clients' eyes. 

How We Work With You

We typically recommend that you begin with a Brand Audit so that we can help you explore all of your wealth management client and prospect touch points to determine where your organization is strong and where it can improve.

If you want to focus strictly on your organization's brand identity, marketing materials, collateral, press releases, -- how you essentially are communicating your brand elements -- we can also conduct a standalone Image Assessment, which evaluates those elements.

Based on your goals and resources, we will then create a cohesive strategy that enhances your brand's marketing and communications impact, through direct marketing, public relations, advertising, events and Internet communications.

We will also work with you to formalize client communications processes to ensure your marketing team and your clint-facing staff communicate with clients and prospects using the cost effective tools to optimize the frequency, impact and format of these critical touches.

What This Means For You Financial Advisor Training

  • Increased client loyalty
  • Less client attrition
  • Control of your value proposition, competitive positioning and image
  • Front of mind positioning with clients and prospects seeking solutions
  • Control of the client experience
  • Demonstrated market leadership

Who Will Help You

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.




Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision—decide Kane Carlton.

Learn more about our firm and how we help advisors and advisory practices optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of people and firms that we have helped.

Where You Begin