Running a successful financial advisory practice requires a delicate balance. You need to focus on building strong client relationships, providing expert financial guidance, and staying ahead of market trends.
With the demands of running a business, it can be challenging to find the time and resources for effective marketing.
That’s where our Complete Done-For-You Marketing Solution comes in.
The complete “done-for-you” service for Financial & Investment Advisors, is an all inclusive, no stone unturned strategy.
It encompasses all aspects of digital marketing.
Think of your onboarding journey similar to meeting with a prospective client.
We start with a discovery session and gather as much information as we can about you, your firm & your story. We may ask you to complete some scorecards – think of this as a risk profiling of sorts.
From here, we’ll create a proposal of recommendations outlining our strategies & detailing how we feel we can improve on your current website & marketing efforts.
Next, its over to you. You may the decision on becoming a client of ours.
Once agreed, we’ll set up all of the internal mechanisms and start you on your risk free journey.
We aim to launch your website in 2 weeks if you have your copy ready. 3 weeks if you need copywriting services.
Do bear in mind that we offer unlimited revisions, so it’s possible these timescales may be elongated if you want to make some extra tweaks.
We, like you, have an image of our ideal clients.
We truly believe that to maximise your growth potential you need to utilize all tools in the marketing toolbox.
As a result, our service level is an all inclusive only option.
We are working on a plug and play advisor portal though – so stay tuned.
Yes.
If, after 3 months, you do not feel that our service is going to be worth paying for, you can walk away and keep your website and the content we’ve created for you up to that point.
Once we’ve secured your first new client, you’ll start paying us from the 1st of the following month.
Your contract length is then 12 months. We do not auto-renew (we hate auto renew!) so your account manager will reach out to discuss a renewal as it approaches.
You’ll have a weekly check in with your account manager.
Each month you’ll have a deep dive session into stats, progress and the tweaks to be made.
As often as you like. You can submit a request via your account manager and it will be actioned within 5 working days.
No. Each firm we work with has a unique story to tell.
We use a framework, but the content and imagery is personalised and specific to your firm.
Ready to experience the power of our Complete Done-For-You Marketing Solution? Schedule a free consultation today and let’s discuss how we can help you grow your practice.
