3 Min Marketer: How To Leverage Your Company’s Brand to Build Your Personal Brand

Feb 12, 2024 | Brand Identity, Firm Communication, Internet Marketing, Video Series


Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your rapid-fire resource for mastering wealth management marketing and communications. Discover essential insights in three minutes or less as we tackle the most pertinent topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares tips gained from decades of working with the most prominent and successful firms on marketing, business development, communications, brand building, growth, and media exposure. Providing you with the resources to deepen client relationships and grow your business.

During a meeting with members of the Wealth Collaborative, a group comprised of women in wealth services, we discussed the top marketing trends of 2024. In this video, Rosemary addresses the biggest topic of discussion – building a personal brand, providing three actionable steps to bolster your brand.

These tips include:

  1. Share the social media posts that your company is creating, especially on LinkedIn.
  2. Forwarding company emails with a short, personalized message can show your prospect or client your service capacity and that you are thinking of them!
  3. Be a volunteer! Participate in creating your company’s content, such as helping write commentary or participating in podcasts.


As always, if you have any questions about your firm’s communication strategy, please do not hesitate to reach out to our experienced team at Wealth Matters Consulting.