We partner with you through a hyper-focused program to create your marketing plan, then arm you with the content and tools you need to scale.
Whether you have a specific goal or are building your marketing efforts from the ground up, we audit your current marketing efforts, define your audience, develop the right marketing tactics, determine the marketing channels, and create the best content for you.
We want your marketing to work for your practice and schedule. In addition to the model we create for you, we help you build the creative assets you need including articles, videos, presentations, and graphics.
We provide FINRA-reviewed content, out-of-the-box email campaigns, ongoing marketing learning, bi-weekly consulting calls, and ongoing analysis.
Paired with your custom model, you get access to our digital platform.
Your content needs to reflect what going on in the markets and how that impacts your clients. We position you as the expert at keeping your clients updated.
Great content means complex topics made simple and told through interesting stories.
All content is FINRA-reviewed. Add your branding, send it out. Done.
The platform gives you the ability to customize/publish/distribute – as easy as that.
Our approach to education breaks down digital into channels and strategies, so you can take it at your own speed.
No theory – just proven, scalable, concrete steps to get you in front of clients and prospects.
We know your time is valuable. All training is done digitally, allowing you to access it anywhere, anytime.
Topic-oriented and based on your feedback, so we’re consistently in position to back you up.
We give you 7 simple steps each week, based on your goals and strategy, to keep you pushing forward.
To understand where you’re going, you need to understand where you are - we deep dive into analytics monthly.
Our team checks-in with you on a bi-weekly basis to see how you’re progressing with the growth of your practice.
Weekly best & fresh ideas to your tactics tuned up.
Note: number and type of marketing assets and campaigns dependent on scope. Scope will include campaign management advertising cost.
Your central hub for all your marketing needs. The dashboard home page keeps you on-track with creating and distributing content to prospects and clients. This includes a weekly progress tracker, access to the latest investor-approved content and in-depth training modules, and upcoming live webinars.
Educational and thought leadership articles on investing, savings, and retirement topics, including estate planning, social security, college savings, and macro trends. Each piece, customizable, created specifically for end-investors.
In-depth training on every element of marketing, enabling you to become the marketing expert yourself. Features trainings on how to build a marketing strategy, to leveraging LinkedIn for growth, to building effective email campaigns.