About Your Company
I'm a financial advisor in St. Louis, MO who is looking to grow my practice with a focus on physicians, small & private businesses and professionals with growing families.
My target audience is graduating resident physicians and other specialty physicians earning $250,000+ annually, professionals with young children ($150,000+ annual income), individuals planning for retirement and high income earners looking for strategies to help minimize taxes where possible. Most of my clients are in St. Louis, MO, though with social media (LinkedIn, etc), I've been trying to target pospective clients across the country. Many of my clients have post-secondary education with a strong interest in their families and careers.
Northwestern Mutual has a large footprint in the St. Louis area. They primary sell "whole life" insurance products but are well-established in my market.
Edward Jones is a very large investment firm headquartered in St. Louis, MO. There are well-established with thousands of advisors and a large local footprint where I have my practice.
Lason Financial is a firm tht works exclsuively with phsyicians and dentists. I would like my practcie to grow to mirror some of the services they provide.
There are dozens of other small, independent financial services firms that I run into when prospecting for new clients.
Creative should NOT use
My industry is very traditional, especially when discussing topics like estate planning, life insurance and investment strategies. I would like to be recognized for incorating technology in the work I do, keeping things simple for busy families and being independent in the product offerings that I provide.
Not sure. I like the idea of a firm name that uses "Group" or "Financial" though I don't want to use my name in the business name. I also like the idea of developing a name that tells a story, possibly using a Latin or Greek root to develop a unique business name.
I want to portray honesty and dedication in the work I do, emphasizing that the work is comprehensvie in nature; not just selling life insurance, not just investing money for people, but holistic financial planning. I want people to recognize that I'm an advisor and consultant vs a salesperson.
Top 3 Things
1. I provide comprehensive financial advice
2. My business name has a unique story to tell
3. I'm independent in the solutions I provide and am able to help clients from diverse financial backgrounds
I'm currently an advisor for AXA Advisors, part of AXA Group, one of the world's largest financial services firms. My goal is to create a "DBA" firm name that clients and prospective clients will start to identify with me vs AXA Advisors. Working with growing families, business professionals and new and established physicians is where I hope to grow my practice. There are many competitors in St .Louis, including the headquarters for Edward Jones, Well Fargo Advisors and Scottrade (now Ameriprise). A lot of people in the financial services inustry call themselves "financial advisors" even if they are only selling life insurance or investing money for clients. A friend of mine owns a firm named Krilogy Financial. I like the name and the story it tells. http://www.krilogy.com/. I think that some type of creative firm name that was derived from a Latin or Greek word that would allow me to tell a story would be worth considering.