Naming Your Financial Firm (Part 1 – The Strategy)

by Kirk Lowe and Matt Halloran | ModMarketing

Naming Your Financial Company

In the first part of a two-part episode, Matt and Kirk have a great discussion about the different strategies for selecting a name for your financial advisory company. They talk about the pros and cons of everything from using your family name to tying your name into your value proposition.

They get into concepts like:

  • Simplicity vs Complexity
  • Personal vs Corporate
  • Intimate vs Powerful
  • Client centric vs Company centric
  • Everlasting names that have no dictionary meaning but are a combination of two or more pre-existing words
  • Coined or totally new or fabricated word so you can build your own meaning
  • Strategies to get and test ideas