Naming a Financial Services Company - Tips and Techniques

May 31, 2018
Hosted by Phil Davis and Liz Hiemstra

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Episode Description

Naming a financial services company runs the gamut from conservative names (e.g. United Trust & Associates) to the more current strategies such as Mint, Nutmeg and Ally. Knowing which naming strategy to use depends on your audience and your overall brand mission and purpose. On today's show, we'll discuss what strategies to use, and more importantly, what strategies NOT to use when naming your financial firm. If you plan to sell or transition your firm, having a brand name vs. a surname or legacy name can make a big difference. We'll provide insights and examples into creating timeless, meaningful financial brand names that stand the test of time -- without sounding old and outdated. Or clunky and forgettable. With over 250 brand names to our credit, Tungsten has the experience to help shine the light on best branding practices. Tune in and subscribe to learn more about how to build a better, brighter brand!

Brilliant Branding

Archives Available on VoiceAmerica Business Channel

"Brilliant Branding" shines the spotlight, and provides valuable insights, into the most common, and frustrating company identity issues facing startups, entrepreneurs, consultants, and even established business owners. Topics address timely issues such as effective naming strategies, smart logo design, tips for trademarking, clear brand messaging, engaging social media and reputation management. We take a deep dive to uncover the "pivot point" of an organization, the "why" behind each business to help build a more clear, cohesive and compelling brand image.

Guests will include authors, industry thought leaders, linguists, graphic designers, digital strategists and other experts to provide a holistic approach to building your brand. If you have ever struggled to explain or clarify your business, this show will supercharge your identity so you can outshine your competition.

Phil Davis and Liz Hiemstra

Phil Davis is one of the most quoted company naming experts globally. Phil has named and/or branded over 250 companies, products and services worldwide. Some of his work includes PODS, as well as TeamLogicIT, EarlyMoments, TradingBlock, and DoubleCross Vodka. Phil has written for, or been quoted in, Inc., WSJ.com, Entrepreneur.com, Bloomberg BusinessWeek, Newsday, Reader's Digest, and many others. Phil's branding articles are frequently referenced by those researching and publishing branding related topics.

When not actively naming a company, Phil speaks on the subject of "Brilliant Branding" and best industry practices. He has served as both keynote branding speaker, as well as subject matter expert on brand development.

Phil founded a full service advertising agency at the age of 26 in Tampa Bay, Florida. He was recognized with a Price Waterhouse Up and Comer Award at the start of his career and continued by building a marketing firm that attracted a broad range of retail, medical, industrial and B2B clientele.

After 17 years at the helm, Phil left his agency to devote himself to the art of naming and branding. He relocated to North Carolina where he founded Tungsten Branding in 2003. Since that time, Phil has worked regionally, nationally and internationally to build clear, compelling brand identities that convey a cohesive message. His commitment to brand clarity is the hallmark of Tungsten Branding.

Episode Directory

July 2018

June 2018

May 2018

  • 5/31/2018: Naming a Financial Services Company - Tips and Techniques Listen Now
  • 5/24/2018: The Company Branding Process - 10 Steps to Success Listen Now
  • 5/17/2018: Encore: What is company branding? The good, the bad, the brilliant. Listen Now
  • 5/10/2018: Brand Architecture - From Chaos to Clarity Listen Now


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