Advisor vs Adviser – Google Ranks One Higher

Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit hole. It started with an argument on whether or not our recent email had spelling errors.

“Pretty sure its ER”

“It says OR in the company name, it’s OR”

“Google says its ER”

panic

This led to several more searches and our marketing team asking more questions. But, we got an answer: 

Technically, Advisor vs Adviser means the same thing when describing financial services. 

Regulators use the term Adviser to describe the process of providing investment advice.  Comparatively, we view the term Advisor talking about the general description of financial advisors. Which made us think,  could this make a difference in your marketing?

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Are Millennials the best and toughest clients?

Millennials will challenge you.  This is a good thing.  If you don’t adapt to different generations, wants and needs, you have a fuzzy problem.  Traditional companies have a hard time marketing to Millennials and Gen Zers.  In our opinion, we believe corporate America generally misses the mark on how to market and to service these two generations.   We admit our corporate trustee services are boring, though important.  Despite this, we are enjoying the process of adapting to the most engaging way to service these younger generations.

Some find it challenging to adapt.  Frankly, that is the fun part of the business.

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