Question

Topic: Taglines/Names

Name And Tagline For A Financial Advisory Firm

Posted by Anonymous on 1/13/2016 at 5:56 AM ET 250 Points
Hi everyone. i need help in naming the firm i am planning to start. services i am planning to offer are financial and cost management solutions this pertains to all type of companies, services related to start ups/entrepreneurs which include business plans, incorporation of companies, business valuations, due diligence and finally audit and compliance services. i am looking for a unique name with a simple tagline.
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RESPONSES

  • Posted by Mike Steffes on 1/13/2016 at 8:05 AM Accepted
    Ambition
    "Financial Services for Business"
  • Posted by Jay Hamilton-Roth on 1/13/2016 at 8:05 AM Accepted
    When and why would someone hire your services? What distinguishes your knowledge and/or skills from your competition? Where are your clients likely to be located?
  • Posted by mgoodman on 1/13/2016 at 2:02 PM Accepted
    Who exactly is your primary target audience? Where? What unique and compelling benefit do you offer? Why might they choose you instead of a competitor?
  • Posted by jstiles on 1/13/2016 at 6:13 PM Accepted
    Compass Financial Advisors
    Your guide to smart business planning
  • Posted on 1/14/2016 at 12:33 AM Author
    Hi Mike/Jim - Thanks for your advise, however i would like to say something relating to "transformation" or anything to do with "radical change" or "change for good" can you please help me with respect to this.
  • Posted by Mike Steffes on 1/14/2016 at 7:27 AM Accepted
    So, transformation (etc.) is the unique and compelling benefit that distinguishes you from the competition. Is that an important but underserved issue among a substantial segment of the market? Is it your experience that that is the case? Or have you done customer interviews where they have expressed a need for big changes?
    (This may seem as if we are making a simple question complex, but we are trying to help you be as successful as possible in your ability to market your business.)
  • Posted by tomwatts4 on 1/23/2016 at 10:07 PM Member
    Thanks for the ideas. Our primary target is people 50-78 with portfolios of $500,000 to $5 million that want financial planning and investment management. Our differentiation is our ability to develop sophisticated financial plans for clients that minimize their taxes and put them on a plan to meet their financial goals. Our investment management uses sophisticated approaches and that achieve excellent risk-adjusted returns to help ensure that clients meet their financial goals. Sophistication may be a differentiator but I don't want to scare off people whose needs are not sophisticated.
  • Posted by tomwatts4 on 1/23/2016 at 10:09 PM Member
    Ignore previous comment. Wrong thread.
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