Financial advising is a highly personal industry, and as such, advisors typically grow their practices through referrals, relationships, centers of influence, and other advisors joining their team. These approaches generally require long-term strategies aimed at the people you already know—but we also have clients who advertise to specific target market segments. Each practice has unique goals, and we cater our approach to your needs. We meet you where you are, get to know your practice, identify who you’re trying to attract, what you’re already doing, what you need, and then we formulate a growth plan from there.
To accomplish your goals, we offer both BRANDING and MARKETING services.
On the branding side of our agency, we help you create all the materials you use while doing business with a client and that a prospect sees when they’re vetting you. Some of these projects include:
- DBA Naming
- Logo Design
- Website Development
- Content Creation
- Bios
- Pitch Decks
- Booklets and Brochures
- Stationary Pieces
- And More
Once you have a great brand in place, we help you implement modern marketing strategies to generate more referrals and introductions. Some of those common services include:
- Social Media Marketing
- Content Marketing
- Videos
- Blogging
- Press Releases & Article Marketing
- Referral/Relationship Marketing
- Targeted Advertising Campaigns
- Search Engine Optimization
- Local Marketing
- And More
The Referral Magnet
Choosing a financial advisor is one of the most important decisions people make in life. They’re entrusting someone with their livelihood, their future, and their family, so it’s not something taken lightly. Given the stakes, the search often begins with a referral, and that’s why the most successful advisors in the industry are the ones who have a proactive plan in place to get them. In The Referral Magnet, Kelly Edwards shares the formula for generating more referrals than ever before, all without asking for them. This paradigm-shifting book is packed with practical advice you can implement right away, and includes downloadable content for each chapter along with stories from the industry’s top advisors about their creative solutions, lessons learned, and mistakes made along the way.
In addition to the book, we also offer The Referral Magnet consulting and a variety of branding, marketing, and design services designed to help you attract more referrals than ever before. If you're ready to take your practice to the next level by using the Referral Magnet techniques,
we'd love to help!
