Building a Trusted Brand – Foundation for Scaling a Financial Wellness Initiative

In today’s digital environment, your online presence is directly related to your credibility, trust, and reputation. Whether you are a financial educator, coach, content creator, or financial service professional – if you lack a professional online presence, you are losing business and lowering your profit margins.

A professional image gives buyers, students, and other people you serve added trust in your abilities. Improving your online reputation can boost all areas of your business goals and establish a platform of credibility for those who seek to work with you.

How Do You Evaluate a Financial Provider or Large Purchase Vendor

When you are searching for a financial provider or large purchase vendor, what steps do you take?

If you’re like most people, the first thing you do is search online. But let’s say you find someone with a poorly-constructed website, random messaging, only a few mentions, limited reviews, and no mentions via third parties – would you hire that person?

Now search your own name on Google. Would you hire yourself for the service you provide?

2 Key Foundation Areas to Build Trust, Credibility, & Professionalism

Brand Assets & Messaging

Your personal story, mission, and services (brand messaging) should be on display to deepen relationships and help people quickly determine what makes you unique. These components should be integrated into all aspects of your brand assets to deepen your relationships with potential clients and partners.

  • Brand Messaging: Messaging that includes your unique story, alignment with high-quality education, financial literacy advocacy, community service, and leadership.
  • History & Credentials: Measured by qualifications, years in respective fields, alignment with financial wellness, and overall level of proficiency.
  • Website: General look, content quality, consistent fonts and color scheme, contact information, brand consistency, and services offered.
  • Online Asset Consistency: Messaging should be consistent across all assets – website, social media pages, articles, news features, etc.
  • General Professionalism: Professional email signature, dedicated phone line, communication processes, and ability to share your vision verbally.

Online Presence & Exposure

Professional appearance and depth of online assets in Google organic search results and social media profiles. Publicly-recognized individuals who have a positive public presence and third-party recognition of their efforts.

  • Google Organic Search: At least 10 mentions in top 30 search results with several mentions coming from trusted third parties should be an initial goal.
  • Google Image Search: Multiple professional photos, graphics, and imagery that highlights involvement in the financial wellness space.
  • Google News Search: Several mentions in recent news from top media outlets that show your participation in financial education.
  • Social Media: Number of followers, interactions with your posts, quality of posts, alignment with your brand, and inclusion of financial wellness messaging.
  • Google Video Search: Having several videos that highlight your passion and advocacy for financial wellness is important for your brand.

Help Us Reach Every Community with Financial Education – We Reciprocate by Providing You Benefits that Address Many of Your Core Business Objectives.

Publicity that highlights your expertise, thought leadership, and/or community service.

Lead generation through financial education and life event financial preparedness.

Marketing and promotions that connect you with your target audience.

Cause-based alignment with financial education & wellness.

Unique activations that help you stand out above your competition.