Question

Topic: Taglines/Names

Need A Creative Name For My Financial Planning Biz

Posted by chiarito1 on 6/20/2012 at 7:40 PM ET 250 Points
I have an independent firm that educates people on how to, when to and what they need to do to retire. My office is a laid back atmosphere, relaxed retirement planning. We feel retirement planning shouldn't be stressful. We dress comfortable, not stuffy and offer beach type music as a background when clients enter the office. There is a Tiki bar for coffee, or mock beach type drinks...the whole idea of retirement=relaxation treatment.
But I need a name that is not stuffy and different than most financial firms. Keep in mind we are not a beach community. we are landlocked in Colorado.
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RESPONSES

  • Posted by Jay Hamilton-Roth on 6/21/2012 at 12:41 PM Accepted
    (Aside: If you already have an independent firm/location, why are you changing your name? Presumably you've spent a lot of time/money educating people about your existing name.)

    Who are your ideal clients? Age? Demographic?
    Why would they chose to work with you?
    Besides the "beach" look for your shop, how is "low stress" conveyed to your clients? Why should they care? Wouldn't a primary benefit be financial stability (and you have success stories that highlight this)?

  • Posted by chiarito1 on 6/21/2012 at 7:14 PM Author
    Good response! I have been a captive agent working under a major insurance corporation for 8 years, and now am going independent. The time and money I've spent educating people about my name is MY name, not so much the company's, due to my reputation here.

    My ideal clients are retiring within 3-5 years, or are already retired and did so without seeking advice. They work with me because I provide them an education on why they do what they do, with their money and how it will benefit them in their future. Their plans show how long their money will last, etc.
    The low stress piece is because so many people put off getting financial advice, like they put off going for a physical with their Dr. I want them to feel comfortable, in a non-threatening environment. Just relax and let's talk about your future and learn how it works. I put a little fun into the serious business of creating financial futures.
  • Posted on 7/2/2012 at 6:48 PM Member
    My dad is a very successful financial planner and he geared the names around the city's specialty. Ex. Sandhills Tax PLanning Specialists, The Grand Strand's Retirement and Wealth Agency, Port City Professional Wealth Advisors, etc. Hope this helps!

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