Marketing Strategy and Consulting

How can you convert prospects to clients? Where should you look for more prospects? And is new media – from LinkedIn to search engine optimization – a good way to go? Today’s advisors have more tools at their disposal as they re-energize their prospecting efforts, rebrand their practices and discover ways to use new and exciting digital media platforms. Where do you begin?

Our Personal Marketing Plans begin with you and what you are after: more visibility? More suspects and prospects? Higher conversion to clients? We examine how your strengths as a firm can be matched with more clients and prospects that match your practice. And we offer a tactical gameplan with recommended action steps, calendar and recommendations unique to your locale and practice. Of course, the rest is up to you!

$4,000 (includes one follow-up coaching session)

Corporate Identity Package (For independent advisors, RIAs & custom branded practices)   Your firm’s logo and color scheme is your brand and identity.  Do they represent you well?  We can create a cohesive, professional identity package that includes developing your custom logo, business cards, stationary and note card layouts.   $1,499  (Excludes printing).

Public Relations Package (For independent practices)   Based on your experience, certifications, memberships and other industry ties, you may be eligible to submit credentials for inclusion in one or more industry rankings. Financial Advisors with quality credentials can be considered for an appropriate, high-profile ranking of financial advisors. What’s more, whenever it’s time to share your successes with local or industry media, you’ll need the appropriate press release format/shell to get the job done. Our package comes with sample media releases.   $2,499