Strengthening Your Service Offering: How Brand Strategy Can Support Firm Growth

What role should marketing play in the growth of a modern advisory business? In this episode, Dimensional's Head of Practice Management, Catherine Williams, sits down with Lauren Hong, founder and CEO of Out & About Communications and host of The Out & About Podcast, and Megan Carpenter, co-founder and CEO of Ficomm Partners and host of Growth Leaders of Wealth Management Podcast, to explore how branding, communications, and strategy intersect in today's evolving financial advisory landscape.

They discuss the importance of developing an authentic brand, aligning marketing initiatives with broader business goals, and balancing emerging tools like artificial intelligence with the relationship-driven nature of financial advice. The conversation also covers practical considerations for advisors, including how to evaluate outsourcing, the role of testimonials under new regulations from the Securities and Exchange Commission, the role of marketing in mergers and acquisitions, and how firms can strategically allocate resources to support long-term growth.