3 Ways To Make Your Firm Stand Out

There are many reasons why you want your firm to be distinguishable.?

Whether it’s bringing in new clients, attracting high quality talent to your team, or simply making sure that when people google your business they know exactly what they are looking for.?

So outside of spending hundreds of dollars on marketing, just like everyone else, what are some other ways that you can make sure your firm stands out from your competitors so that you are the number 1 choice?

We have pulled together 3 ways you can make your firm stand out so that you can attract the clients and talent you need.

1. Make sure your firm has a clear record. Did you know that all arbitration claims against your firm are available to the public, even if they were settled without your firm being found guilty. Thankfully, the expungement process allows you to clear false or misleading accusations against your business and each year about 90% of the expungement claims put forward to FINRA are accepted. As investors and employees are becoming more informed of the choices that they are making, having a public record that doesn’t paint your firm in the best light could be holding you back. My RIA Lawyer has a free one-pager explaining the expungement process and if you would like a copy simply comment “EXPUNGEMENT” under this article.?
2. Don’t try to serve everyone. Sometimes niche-ing down can feel scary, it can feel like we are leaving money or opportunities on the table. However, having a set niche that your firm services helps clients know if they are a good fit for you. It also attracts new talent who hope to service the same niche, making you an easy choice over your competitors who may only service people generally.?
3. Create a great experience, for both your clients and your team. Having smoother operational processes, including all of your disclosures and records helps you have more time free to service your clients and train your team. The best thing is that you can completely outsource these processes so that you and your team don’t need to worry about the regulators and can solely focus on providing a great experience to your clients. If you want to find out more about a completely Done-For-You compliance solution then feel free to reach out to us for not only your own compliance manager but access to an attorney who specializes in compliance.?

These are just a few ways that you can help your firm stand out against your competition and attract more clients and higher quality staff.?

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