Douglas Heikkinen
Douglas Heikkinen is president of Riley Weiss, a branding firm.
To be most effective in your new-business efforts, your brand should project a firm that is experienced, confident, polished and secure.
One of the most common mistakes in branding is trying to be everything to everyone
Irreplaceable advisers are those who have mastered the ability to connect with people and make them more effective than they would have been without the adviser's help
Can you state your firm's vision?
Winning new business is a delicate dance of positioning yourself, engaging your audience and earning a significant amount of trust in a very short period of time
There are a lot of respectable financial services firms in existence today — but only a few great ones
The terms “sales” and “marketing” are used interchangeably, but they aren't the same
Although the financial services industry focuses on providing personal service and generating results, firms typically neglect their websites – that is a big mistake
Earning this from your clients isn't magic; you must always do the right thing
What do your clients say about your firm — not to your face but to their friends, acquaintances and connections?