Financial Advisor Tips: What’s in a Name Tag?

What’s in a Name Tag?

Imagine attending a networking event.  Someone sees the image of your name tag from a few feet away, recognizes you, and knows what you do for a living.  This really happened to me — and I was 3,000 miles from home!  (They were a long time newsletter subscriber.)

Another reason to have name tags designed for your company that are consistent with your company’s brand is that everything will be spelled correctly!  At a minimum include your logo and company colors as well as your first name and last name.  If there is room include who you work with — or your 3-7 word tagline.  You can design your name tag online, have your graphic designer create it, or hire your local printer or promotional materials company.

Action:  Choose a method to produce your name tag from above.  You can simply print your badge on high-quality, heavy letterhead paper and place it in a clear badge holder.  Or, you can get as fancy as some of the badges on this website:  http://www.mynamebadges.com/

© 2013 Elevating Your Business.

Maria Marsala is a Business Coach to Financial Advisors and former Wall Street Trader. She helps independent and fee-based financial advisors reach their 5-year business and personal goals in 24 months. Maria’s been recognized as a thought leader and has been published in Financial Planning Magazine, RIA Biz, Advisor Max, Dow Jones, The Street, Entrepreneur Magazine, and numerous other books, trade journals, and magazines. If you liked this article, take the first step towards coaching. Complete our and receive a complimentary qualification consultation.