Personal branding · Finance and legal
Personal branding for finance and legal.
Clients in finance and law choose on trust and on a clean record, and both professions regulate how members may promote themselves. The work here is accurate information and useful explanation, written inside those rules.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What is particular to this field
What changes when the field changes.
Council and regulator rules apply
Advocates, chartered accountants, company secretaries, advisers and distributors each answer to their own body. Rules differ and change, so check with yours before anything is published.
No outcome or return claims
No promised results, returns or ranks. Content explains how a process works and who it is for.
Client matters stay private
Case results, client names and testimonials are left out unless your body clearly allows them.
Advertising and solicitation rules for these professions differ by body and state, so check with your own council or regulator before publishing.
Professions
Choose your profession in finance and legal.
- Chartered accountantsYour name gets passed on by a banker, then checked in ninety seconds.
- Company secretariesNobody notices the secretarial work until a penalty notice arrives.
- Corporate and commercial lawyersA founder takes the investor's word, then checks whether you are real.
- Financial advisers and plannersSomebody reads you for six months before they ever write to you.
- Insurance advisers and agentsThe policy is bought online now, so what you sell is the claim.
- Intellectual property lawyersA founder filing a first trademark cannot tell you apart from a filing portal.
- Investment bankersThe mandate came out of a conversation at a wedding, not out of a pitch deck.
- Lawyers and advocatesA client in trouble searches your name at midnight, not your firm's.
- Loan and mortgage consultantsEvery borrower you meet has already been phoned by a fraud using your job title.
- Mediators and arbitratorsAn arbitrator is proposed, not hired, and the other side may strike the name.
- Mutual fund distributorsYour client's son is asking why the family still pays you.
- Tax and GST consultantsThe enquiry arrives at ten at night, with a notice attached to it.
- Tax lawyersYour next brief comes from a chartered accountant who has read what you wrote.
- Wealth managers and investment advisersYour book follows you, which is exactly why your employer hesitates.
Your brief
Tell us your profession in finance and legal and what you want to be known for, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.