Company Size

~ 15 employees

‍

Industry

RIA, wealth management firm

‍

‍

Challenge

Thinking about the next wave of the firm, leadership recognized the business needed hungry and young advisors to join the firm since it was top-heavy with older advisors and older clients. The challenge was that these younger advisors are often expensive and don’t come with a big book of business.

‍

Solution

The firm hired a younger advisor and Out & About Communications worked with him to identify his target audience and communications strengths. Market research was conducted and we aided with the execution and coaching of all deliverables.

‍

Deliverables

• SEO Tailors Content: We completed research and created content to attract the advisor's ideal prospects.
  
• Podcast Launch and Promotions: We coached and supported the advisor with a podcast launch, promoting it via social media, email drip, and more.
  
• Drop Campaigns: We created lead generation assets and drip funnels for the advisor to leverage.
  
• Coaching: We provided marketing coaching to help align marketing and sales efforts to not do “everything under the sun” but concentrate on activities having the highest return.

‍

Results

The content started to take off and the advisor was not only getting comments from qualified prospects — but he was closing deals. The long-term strategy play to bring on younger advisors and arm them with marketing support started to pencil out for the firm.

‍

“A prospect of mine hopped on Google and did as much digging as she could. She came across my podcast and said she loved it and after listening to it she felt even more comfortable and ultimately decided she was happy to move forward. The podcast is doing its job, by adding credibility when I needed it.” 
– FINANCIAL ADVISOR AND PARTNER

‍

​​”Once he came to our site he read a few blogs and saw mine, and then decided to reach out. He is only 26 but has a ton saved. Plus he works for a start-up and has equity compensation. Super exciting to have him say the blog content was good and it made him confident enough to contact me.”
– FINANCIAL ADVISOR AND PARTNER