Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
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Created a unified brand and sales process after merging two advisory firms, defining a clear story and consistent messaging
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
“He oversaw the development of new menu items, redesigned the kitchens and worked with their marketing and social media teams to come up with a unified brand for the chain. By 2017, Arby's was doing $3.7 billion in sales.”
“In the book, it talks about creating a taste profile… that way you can really define and articulate what makes your brand unique”
“We're probably the only financial advisory firm that had a booth at the yoga journal conference.”
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