Company Size

~ 15 employees

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Industry

RIA, wealth management firm

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Challenge

The firm came to us with no real growth strategy. It didn’t have a target market, identified focus, or real positioning in the market. It had a great business model but no growth engine or team excited to generate new business.

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Solution

Out & About Communications took an integrated marketing approach to embed a strategic partner focus and support it with an end-to-end marketing strategy. We started our engagement with a high-level strategy session to understand how to position the firm.

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Deliverables

• Website Updates: Updates were made to modernize the brand visuals, warm up the personality, and update copy to align with its target market’s interests.
  
• SEO Copy and Blog Posts: After doing SEO research, we identified key articles to create and unveil for the firm — all aligned with its strategic growth efforts.
  
• Downloadables and Drips: We tailored downloadables and drip marketing for specific audiences.
• E-Newsletter: We created a custom monthly newsletter for clients, prospects, and centers of influence. The newsletter had some unique content but leveraged the marketing efforts across the firm. 

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Results

The website started to turn into a lead generation machine. Advisors could sit behind their desks and be fed prospects to work. Other advisors noticed, and this helped them with their recruiting and retention efforts. 

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“The marketing expert for this conference is highlighting her favorite example of marketing from all the forms at this conference. She is going on and on about how good our firm is. How we successfully have centralized marketing and personal marketing.”
– CHIEF OPERATIONS OFFICER

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“I am closing on a $1M+ prospect on Monday. It was the photos of my dog on the website that closed the deal!  She can’t wait to meet him and is coming to my home to sign.”
– CHIEF OPERATIONS OFFICER

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“ Our average lead is now $1M–$5M investable assets!”
‍– CEO

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