How to build a brand that connects with your clients and prospects

PAUL SANTELLO SHARES HIS BEST STRATEGIES, TIPS AND TOOLS on how to build a brand that connects with your clients and prospects. Plus, we discuss how you can use “VIPER” as a strategic framework to build your compelling brand.


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Paul Santello
Paul Santello: “I need your frame of reference (your category) and your point of difference. How are you bigger, different, better, faster.”

Paul Santello

  • Managing Partner and Executive Vice President at Horizon Media, Inc.
  • At a prior firm, led account management, strategy and planning across all west coast accounts including New Line Cinema and New Line Home Entertainment, Hyundai, Kia, adidas, Jenny Craig, Echostar and Tourism Australia.
  • Agency and client side experience encompassing both traditional and new media, spanning categories such as entertainment (The Walt Disney Company), consumer goods (Procter and Gamble, Kellogg’s, Gillette), Consumer Electronics/Technology (Gateway, Seagate), Financial Services (Charles Schwab, Bank of America) and retail (Eddie Bauer).
  • Received his MBA from Indiana University and a Bachelor of Science from the University of Pennsylvania.

Quick Advice

  • You have to clearly define the business you’re in, and it’s not as simple as “financial planning.” What’s the higher order benefit of what you provide?
  • You can build a brand that survives beyond you as the founder.
  • We define the experience we like to provide our clients as “making each client feel like a new client every day.”

Resources

 What happens Between Now and Success…is Action, so turn you knowing into doing and get results.

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Steve is the founder of Belay Advisor and a NYT bestselling author, podcast host, speaker, and financial advisor coach.

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