Brand Your Service

Hulett, Kirk
July 2008
Journal of Financial Planning;Jul/Aug2008 Supplement, p13
Academic Journal
The article presents advice on how financial planners can brand their service. Essentially, firms should devise a business plan that develops in fine detail each of five or six steps central to the client experience. Everything including questionnaires, checklists, and templates should be committed to paper and fully absorbed by all staff.


Related Articles

  • Has Our Technology Exceeded Our Humanity? Myron, David // CRM Magazine;Sep2010, Vol. 14 Issue 9, p4 

    The article discusses various reports published within the issue, including one on the personal experiences of associate director Lauren McKay with Gaylord National Resort via the social network Twitter which she shared during the Customer Relations Management (CRM) conference, and one by...

  • THE ROCKY REBRAND.  // Business in Calgary;Sep2012, Vol. 22 Issue 9, p5 

    The article reports on the rebranding initiative of the equipment dealership group Rocky Mountain Dealerships Inc. in Canada. It mentions that the company feels the need to maintain a sense of the relations with personal and local customers that had been built in its stores. It states that the...

  • Branding on the Internet. Chiagouris, Larry; Wansley, Brant // Marketing Management;Summer2000, Vol. 9 Issue 2, p34 

    Bonding brands with customers has always been about building relationships. It has always been about taking someone who knows little or nothing about a company or its products and transitioning them to become a loyal user. Although the tactics might sometimes be different, many classic marketing...

  • Why a brand is more than just advertising. SHELTON, DAVID // Money Marketing;10/30/2014, Issue 1459, p47 

    In this article, the author talks about brand for an financial advice business which includes the financial planners, the support team particularly those with client contact, and website brochures, letters, and approaches to deal with errors or complaints.

  • FREE ALWAYS COMES AT AN EXPENSE. ŠTRACH, PAVEL // Marketing Science & Inspirations;Apr2014, Vol. 9 Issue 1, p52 

    No abstract available.

  • BETTER BRANDS. BETTER WORLD. Huxtable, Tom // Marketing Week;3/31/2011, Vol. 34 Issue 13, p50 

    An essay is presented on building meaningful relationships between brands and consumers. It claims that brands and agencies which want to establish these relationships are faced with challenges of limited resources and reach. It suggests them to seek help from online community and volunteer...

  • THE YEAR AHEAD FOR... DIRECT MARKETING. Cruickshank, Mel // Campaign;1/13/2012, Issue 2, p20 

    The article offers the author's insights on the future of direct marketing and customer relationship management (CRM) in the advertising industry from 2012. She says that direct marketing has a booming future in getting sales success and creating brand relationships. She mentions that the...

  • Part C Branding and Brand Management: Consumers' Experience with a Place and Regional Products: How Do Quality and Pleasure Benefits Impact Commitment? Eisingerich, Andreas B.; Rattanapituk, Sirirat; Stöckl, Albert; Merlo, Omar // AMA Summer Educators' Conference Proceedings;2014, Vol. 25, pC-23 

    An abstract of the article "Consumers' Experience with a Place and Regional Products: How Do Quality and Pleasure Benefits Impact Commitment?" by Sirirat Rattanapituk and colleagues is presented.

  • The power of customer values with social communication in the marketing segmentation. Tsai, Ping Heng; Shyu, Yu Liang; Ou, Yu Jui; Hsu, Hong I.; Lee, Pei Ching // Annual International Conference on Innovation & Entrepreneurship;2015, p26 

    In the past decade, marketing positioning is an important market issue particularly in some industries such as publishing, retails, etc. Recently, several research also quantifies the impact of social media participation on customer profitability. Social media has shifted corporates to customer...


Read the Article


Sign out of this library

Other Topics