We help you grow your business.
Look at your website through the eyes of a prospect.
Would you be impressed? Would you hire you? If the answer isn’t a resounding yes, then you need to do something about it because that exact scenario is playing out all the time. Whether your leads come from referrals, personal observation, or marketing campaigns, your website plays a huge role in their decision to contact you or not, so it has to say the right things and make a good first impression.
Since 2012, we’ve created more than 700 custom websites for financial advisors across the nation, and we’ve won 10 national and international awards for our work. We have extensive experience working with compliance departments, and we offer several different packages and payment plans to suit your needs.
Social Media Marketing
There’s a difference in doing social media and doing it well.
Social media is a powerful tool to grow your financial practice, but only when it’s used correctly and strategically. Advisors often think that as long as they have a profile and they post something a few times a month, they’re using social media properly, but that strategy won’t work for most people. Social media is inherently supposed to be social. It’s a relationship marketing tool that when used correctly, works wonders at generating referrals and attracting new prospects from your target market segments. Our social media experts are here to help you with whatever you need, including optimizing your profiles and getting them approved by compliance, writing and posting custom posts for you, and doing paid social media campaigns to attract new prospects.
Award-winning graphic design services.
Over the years, advisors have come to know us for our custom websites and digital marketing services, but did you also know that we do full-service print design as well? It’s true, and we’re proud to announce that we just won a 2019 International Communicator Award for “Best Financial Industry Print Design” thanks to the work by our graphic design team. If you have any graphic design needs, no matter how big or small, we’d love to help you. We’re happy to show you examples of business cards, letterhead, print ads, brochures, slip sheets, folders, and more. Whether you know exactly what you want or if you have no idea and just want our experts to work their magic, we’ll cater the strategy to you.
Branding services provided by Certified StoryBrand Guide, Kelly Edwards.
Most advisors have a hard time telling their story. They know what problems they solve, what makes them good at what they do, and why people should hire them, but they don’t know how to articulate any of it, so they end up over-sharing what’s not important and under-sharing what is. Through our Strategic Branding Process, we’ll work with you to create powerful content that says the right things to attract and impress your target market and inspire them to contact you. Never again will you struggle when someone asks, “What you do?” because you’ll know exactly what to say.
Facebook is still the 10,000-pound gorilla of social media.
Facebook is an incredibly powerful marketing channel for financial advisors when it’s used correctly. There is no other place, online or offline, that you can get your marketing messages in front of your target market as effectively or affordably as Facebook. The problem is, most advisors don’t know how to use it the right way, so they just post things without a strategy and get frustrated that it doesn’t generate new leads. If that sounds like you, we can help! We offer a variety of Facebook services, including profile optimization, strategy development, ongoing positing and management, paid campaigns, and more.
Content isn’t king. Great content is.
When was the last time you read your own website, bio, LinkedIn profile, or company brochure? If it’s been a long time, you ought to read it and ask yourself if you’re representing yourself in the best possible light. Great content speaks to your specific target market and inspires prospects to get in touch with you. In some cases, that can be static content like an executive bio, company history, or descriptions of services. In other instances, the content is more dynamic, like blogs or social media posts. Either way, we’re here to help you craft the kind of content that generates leads and converts prospects to clients.
Brochures are effective marketing materials.
Even though the marketing world has gone digital for the most part, there’s still something special about having a high-end physical brochure that your prospects and clients can hold in their hands. Brochures come in all shapes and sizes and can be utilized as a leave behind piece for prospects, a reference tool during meetings, a resource for your clients, and so much more. Whether you need a simple tri-fold or a 20-page booklet, we will collaborate with you to design an impressive brochure that fits your brand and works for your business.
Your logo is the foundation of your entire brand.
The colors, fonts, icons, and other design elements all speak to who you are as an advisor and what your company is all about. We’ll collaborate with you to design an effective and attractive logo that is a good representation of you and your business. Whether you’re redesigning or modernizing an existing logo or establishing a new one for your DBA, we’re here to help you every step of the way, from creating the initial strategy to designing something unique and getting it approved by compliance. Once it’s approved, you’ll have the complete copyrights to the logo and we’ll give it to you in all graphics formats.
Don’t know where to start with your marketing and branding?
Our CEO, Kelly Edwards, has helped hundreds of advisors learn how to break through the clutter and market themselves effectively in the digital era. She has earned a reputation for giving advisors “aha moments” by helping them truly understand their digital presence and how to leverage it to grow their business. She’s passionate about empowering clients to take charge of their brand and marketing strategy so they can attract and convert leads, become more referable, and ultimately grow their practice by focusing on the right things.
Is your LinkedIn profile bringing you business?
Social media is a powerful, effective, and affordable tool that all advisors should be using. Having a presence on LinkedIn is especially important, as it gives you a professional platform to showcase your experience and establish yourself as a thought leader in the industry. To take full advantage of LinkedIn, your profile must be completely customized and tailored to your target market. Navigating how to do this while still remaining compliant can be tricky, which is why hundreds of advisors have hired us to help. We’ll work with you to optimize your profile and take it to the next level, keeping you safe and compliant along the way.
Are newsletters worth the effort?
Yes, they are! Newsletters can be a powerful relationship marketing tool for your clients and prospects. They give people a peek into what’s going on in your world, strengthening bonds and helping them feel more connected to you, and they showcase your thought leadership on topics that are relevant to your target market. Whether you’re looking to do one annually, quarterly, or even monthly, we’ll work with you to develop a newsletter strategy and create effective newsletters that fit your branding and appeal to your target market.
Ongoing Marketing Management
Outsource your marketing department.
Marketing has become increasingly complicated over the last 20 years thanks to the digital world we live in. In the good ol’ days, all of your marketing could be handled by one in-house person, but now you’d have quite a challenge trying to find someone who knows how to code a website, do effective social media marketing, write compelling content, create and edit videos, design brochures and ads, and so on. There are very few jacks-of-all-trades in marketing anymore, and that’s why it’s often better and cheaper to outsource some – or all – of your marketing to an agency like ours that specializes in working with financial advisors and their compliance departments. Whether you need us for a few select things or you want us to manage it all, we’re here to help.