Solutions Delivered

 

Every firm is at a different stage of growth, so the right marketing priorities will look different from firm to firm. What follows is a comprehensive menu of areas we could work on together.

Not every firm needs all of these, and part of my role is to help you identify which initiatives will move the needle fastest for your business.
Download List of Solutions Delivered

Strategy & Leadership

  • Define marketing strategy aligned to firm growth goals
  • Clarify value proposition & positioning vs. competitors
  • Identify and refine ideal client avatars (HNW/UHNW, retirees, pre-retirees, business owners, etc)
  • Map client journey from awareness → referral
  • Establish KPIs & dashboards (lead flow, pipeline, ROI)
  • Quarterly & annual planning
  • Budget allocation & spend oversight
  • Hire, train, and manage marketing staff/contractors
  • Vendor management (SEO, design, PR, tech stack, etc.)

Brand & Messaging

  • Brand story & messaging framework
  • Visual identity refresh (logo, colors, brand guide)
  • Firm narrative / origin story
  • Advisor bios that build trust
  • Compliance-approved content strategy

Content Marketing

  • Blog/article library on financial topics
  • Whitepapers, guides, and eBooks (lead magnets)
  • Case studies & success stories
  • Video scripts and production oversight
  • Podcast creation or guesting strategy
  • Social media content calendar (LinkedIn, Facebook, YouTube, etc.)
  • Client/prospect newsletters (email or print)

Email & CRM Systems

  • Automated welcome/onboarding sequences
  • Nurture campaigns for prospects
  • Reactivation campaigns for stale leads
  • Segmentation & personalization strategies
  • CRM setup, automation, and reporting
  • Annual client surveys

Website & Digital Presence

  • New website build or modernization
  • Website copywriting & SEO optimization
  • Conversion-focused landing pages
  • Lead capture systems
  • Blog/article content for SEO & thought leadership
  • Analytics & heatmap tracking
  • Google Business Profile optimization

Events & Community

  • Educational workshop strategy (retirement, taxes, estate planning)
  • Client appreciation events
  • Strategic partnerships (CPAs, attorneys, local business owners)
  • Sponsorships & community involvement
  • Referral system design & promotion

Advertising & Lead Gen

  • Paid search strategy (Facebook, LinkedIn, Google)
  • Geotargeting for local HNW audiences
  • Event promotion campaigns (seminars, webinars, dinners)
  • Direct mail integration (to amplify digital campaigns)
  • ROI tracking & campaign optimization

Client Experience & Retention

  • Onboarding process (welcome kits, messaging, touchpoints)
  • Client communication calendar (birthday cards, market updates, check-ins)
  • Referral request systems (scripts, incentives, timing)
  • Surveys & testimonials collection
  • Video testimonials from clients

PR & Thought Leadership

  • Press releases
  • Local media outreach (newspaper, radio, business journal)
  • Industry publication submissions
  • Award submissions
  • Speaking engagements (conferences, chambers, webinars)

Compliance & Risk Management

  • Align marketing with SEC/FINRA/State compliance standards
  • Create compliant ad, email, and content review process
  • Build marketing archives for audit readiness

Alpha — Definition: In finance, alpha signals performance above a benchmark.