--- title: "The Power of the Advisor Brand: Investors Want to Know Their Advisor Is in the Driver’s Seat" description: The more the investor sees the advisor’s brand, the more comfort they will take from knowing the advisor is in control. image: https://blog.freedomadvisors.com/hubfs/Blog/Background-Advisor-In-Drivers-Seat.jpg --- [Company](https://freedomadvisors.com/company/) [Contact Us](https://pages.freedomadvisors.com/contact) Log In [Freedom Advisors](https://portal.freedomadvisors.com/) [Freedom Investors](https://investor.freedomadvisors.com) [![Freedom Advisors](https://blog.freedomadvisors.com/hs-fs/hubfs/FREEDOM-ADVISORS-RECT_FREEDOM-ADV-RECT-Full-COLOR-BLUE-721.png?width=186&height=50&name=FREEDOM-ADVISORS-RECT_FREEDOM-ADV-RECT-Full-COLOR-BLUE-721.png "Freedom Advisors")](https://freedomadvisors.com/) - [Platform](https://freedomadvisors.com/platform/) - [Investments](https://freedomadvisors.com/investment-solutions/) - [Operational Support](https://freedomadvisors.com/operational-support/) - [Retirement](https://freedomadvisors.com/group-retirement-plan-services/) - [Resources](https://freedomadvisors.com/resources/) - [Schedule a Demo](https://pages.freedomadvisors.com/schedule-demo) ### Blog # The Power of the Advisor Brand: Investors Want to Know Their Advisor Is in the Driver’s Seat # The Power of the Advisor Brand: Investors Want to Know Their Advisor Is in the Driver’s Seat Posted by [Freedom Advisors](https://blog.freedomadvisors.com/author/freedom-advisors) on Jun 13, 2023 10:46:34 AM One of the most powerful dynamics that investors have benefited from as the independent advisor channel has grown over the last 30 years is choice. Independent advisors demand objectivity and choice and have become masters of leveraging for the benefit of their clients the best our industry has to offer. ## Eliminate Brand Confusion The independent advisor sits at the table with the investor and has behind them a giant shelf from which they pull all the resources needed for that investor. The unintended consequence can be confusion. Often there are so many participants in the relationship that the investor gets confused. Put yourself in the seat of the investor who sees the brand names of so many participants, from the RIA with which the advisor is associated, the custodian, service providers like TAMPs and planning software, money managers, the advisor’s own DBA, and many others. Since independent advisors are not going to stop leveraging for clients what they determine are the best available expert resources, how can investor confusion be diminished? The answer is obvious: the investor put the advisor in the driver’s seat and so the more the investor sees the advisor’s brand, the more comfort they will take from knowing the advisor is in control. ## Increase Brand Awareness Where practical and legally allowable, your advisor brand should be what the client sees, at least first and most often. Demand of your service providers that their applications and materials be branded with your logo. If a provider will not allow this, get another provider who will. Partner with those who believe the advisor should be front and center. Making sure your brand is on everything requires managing your brand and making a conscious effort to put it out there and in a consistent manner. Also, being mindful and caring a great deal about the content that carries your branding is important. Everything your client sees is a reflection of you and your practice, so it should carry a consistent tone and voice and speak from your own unique perspective. The first and most important step is deciding to increase your awareness and get to work. You can lay a strong foundation for your practice’s future by focusing on your brand and how it communicates and reinforces your value proposition to both your existing and potential clients, as well as centers of influence. Using a turnkey asset management platform (TAMP) like Freedom Advisors allows you to infuse your brand into every interaction you have with your clients and put it on everything they see. This includes the client’s online portal branded with your logo, as well as all monthly statements, investment proposals and the like. Keep asking yourself: Is my brand on everything allowable that a client sees? [Download our brochure](https://pages.freedomadvisors.com/capabilities-brochure) to learn how Freedom Advisors can help you be in control and do business the way you’ve always wanted. Topics: [Advisor Support](https://blog.freedomadvisors.com/tag/advisor-support), [Practice Support](https://blog.freedomadvisors.com/tag/practice-support), [Marketing](https://blog.freedomadvisors.com/tag/marketing), [TAMP](https://blog.freedomadvisors.com/tag/tamp), [Practice Management](https://blog.freedomadvisors.com/tag/practice-management) - Share: - [mailto:?body=https://blog.freedomadvisors.com/investors-want-to-know-their-advisor-is-in-the-drivers-seat](mailto:?body=https://blog.freedomadvisors.com/investors-want-to-know-their-advisor-is-in-the-drivers-seat) ### Search ### Related Posts [Time Is Money: Strategies for Advisors to Optimize Their Workflow](https://blog.freedomadvisors.com/time-is-money-strategies-for-advisors-to-optimize-their-workflow) [5 Keys to Evaluating Group Retirement Plans](https://blog.freedomadvisors.com/5-keys-to-evaluating-group-retirement-plans) [6 Strategies to Personalize Fee Schedules and Automate Billing](https://blog.freedomadvisors.com/personalize-fee-schedules-and-automate-billing) [What Is True Advisor Independence?](https://blog.freedomadvisors.com/what-is-true-advisor-independence) ### Popular Posts The 60/40 Debate: Why 70/30 Isn’t the Answer EQIS and 3D/L Come Together to Form Freedom Advisors The Pros and Cons of Separately Managed Accounts (SMAs) Year-End Commentary and Year-Ahead Outlook 2025 / 2026 ### Recent Posts [The Market Turns Festivus](https://blog.freedomadvisors.com/the-market-turns-festivus) [Year-End Commentary and Year-Ahead Outlook 2025 / 2026](https://blog.freedomadvisors.com/year-end-commentary-and-year-ahead-outlook-2025-/-2026) [Quarterly Commentary - Q3 2025](https://blog.freedomadvisors.com/quarterly-commentary-q3-2025) [Quarterly Commentary - Q2 2025](https://blog.freedomadvisors.com/quarterly-commentary-q2-2025) ### Tagged - [Advisor Support](https://blog.freedomadvisors.com/tag/advisor-support) - [Practice Support](https://blog.freedomadvisors.com/tag/practice-support) - [Marketing](https://blog.freedomadvisors.com/tag/marketing) - [TAMP](https://blog.freedomadvisors.com/tag/tamp) - [Practice Management](https://blog.freedomadvisors.com/tag/practice-management) ### Posts by Tag - [Investing (17)](https://blog.freedomadvisors.com/tag/investing) - [Advisor Support (16)](https://blog.freedomadvisors.com/tag/advisor-support) - [TAMP (10)](https://blog.freedomadvisors.com/tag/tamp) - [Practice Support (9)](https://blog.freedomadvisors.com/tag/practice-support) - [Portfolio Planning (8)](https://blog.freedomadvisors.com/tag/portfolio-planning) - [Practice Management (7)](https://blog.freedomadvisors.com/tag/practice-management) - [Business Outsourcing (6)](https://blog.freedomadvisors.com/tag/business-outsourcing) - [Investment Vehicles (3)](https://blog.freedomadvisors.com/tag/investment-vehicles) - [Virtual Business (3)](https://blog.freedomadvisors.com/tag/virtual-business) - [RIA (2)](https://blog.freedomadvisors.com/tag/ria) - [Business Consultant (1)](https://blog.freedomadvisors.com/tag/business-consultant) - [Crisis Management (1)](https://blog.freedomadvisors.com/tag/crisis-management) - [Digital Marketing (1)](https://blog.freedomadvisors.com/tag/digital-marketing) - [ESG (1)](https://blog.freedomadvisors.com/tag/esg) - [ETFs (1)](https://blog.freedomadvisors.com/tag/etfs) - [Impact Investing (1)](https://blog.freedomadvisors.com/tag/impact-investing) - [Marketing (1)](https://blog.freedomadvisors.com/tag/marketing) - [Money Management (1)](https://blog.freedomadvisors.com/tag/money-management) - [Mutual Funds (1)](https://blog.freedomadvisors.com/tag/mutual-funds) See all ## Ready to learn more about Freedom Advisors? Schedule a demo and introductory call with us. 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