has a new value-add for advisors. The Atlanta-based mutual fund company tapped Mark Magnacca
of Insight Development Group
to introduce the PHD Personal Branding Process
to advisors via four live webcasts.
The initiative is designed to help advisors gain new perspective on who they are, what they offer, how they offer it and how to maximize their offering. The program includes a white paper, "You are Your Brand: The PHD Personal Branding Process", which will get updates each quarter.
“Advisors will need to better differentiate themselves in such a crowded marketplace. At RidgeWorth, we strongly believe that a powerful personal brand can provide that competitive advantage and our PHD Personal Branding Process is the right solution," said Jim Stueve
, president of RidgeWorth.
Company Press Release
ATLANTA – Today RidgeWorth Investments announced that it has partnered with Mark
Magnacca of Insight Development Group, to introduce the PHD Personal Branding Process to
help financial advisors differentiate themselves using a simple, powerful and relevant
communication style that accelerates business building. RidgeWorth’s new personal branding
resources are designed to help advisors answer a series of four questions in an easy to follow,
step-by-step process that helps them gain new perspective on who they are, what they offer,
how they offer it and how to maximize their offering. The PHD Personal Branding resources
were launched on February 29th (Leap Day), when RidgeWorth held the first of four live
webcasts, featuring Mark Magnacca.
“According to Tiburon Strategic Advisors, there are over 300,000 financial advisors in the U.S.
and the Labor Department projects that number will grow by 30% through 20181.” asserts Jim
Stueve, President of RidgeWorth. “Advisors will need to better differentiate themselves in such a
crowded marketplace. At RidgeWorth, we strongly believe that a powerful personal brand can
provide that competitive advantage and our PHD Personal Branding Process is the right
In its whitepaper, You are Your Brand: The PHD Personal Branding Process RidgeWorth
analyzes what a strong personal brand can do for a financial advisor practice and explains the
elements needed to develop a successful advisor brand. Finally, the paper outlines options for
reinforcing a personal brand and specifies some ways in which advisors can measure the
success of their brand. Each quarter, the whitepaper will be supported by new workbooks and
sample templates related to the series of four questions and will be available on the web and
through RidgeWorth’s regional wholesalers.
Advisors can access the suite of PHD Personal Branding resources at
www.ridgeworth.com/get-your-phd or by calling 866.595.2470.
About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in six investment
boutiques with approximately $46.6 billion of assets under management as of December 31,
2011. RidgeWorth’s investment boutiques manage a wide variety of investment disciplines
across the fixed income and equity asset classes. Our boutiques provide investment
management services to a growing client base that includes endowments, foundations,
corporations, healthcare organizations, municipalities, public funds, associations, insurance.
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