Guiding Growth: Developing a Solid Brand Strategy

Guiding Growth: Developing a Solid Brand Strategy

Group of people walking and riding bikes on crosswalk

This Episode

Rory explains the role of a brand strategy in financial marketing. He discusses why strategic planning is crucial in this sector and how it influences the way financial products or services are presented to the market.

To have a brand strategy means you understand how to progress and present your business to your audience effectively.

Dan delves deeper into the steps involved in creating a brand strategy, including establishing business goals, defining target audiences, creating a unique selling proposition, and outlining key messages. Business Goals – For brand I would define that as the mission or vision.

The entire team can understand what they are working towards

They have a collaborative discussion about the integration of marketing strategy and brand strategy, and the significance of this collaboration for the growth and success of financial businesses.

For marketing to work FOR your brand you must take the time to plan and strategise. This is where your band model helps. It should serve as inspiration and fuel for your marketing team. If they GO SOLO then we see inconsistency and off brand messages and visuals

Three Key Takeaways

  1. The importance of strategic planning in financial marketing.
  2. The steps involved in developing a brand strategy. Understand your why? Optimize your brand.
  3. The significance of integrating marketing and brand strategies for financial businesses.


Find out how your brand measures up with The Financial Brand Scorecard! Assess your brand strategy, growth, and differentiators to attract new leads. Get your personal report now

Rory Holland
Rory Holland
Rory Holland is CEO and Co-Founder of CSTMR. For more than 20 years, he has made it his passion to help Fintech and financial companies leverage digital marketing and advertising to drive growth.

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