Financial Advisor Marketing Retainers

Growth-focused financial advisors must find the right balance of referral marketing, outbound selling and inbound marketing. We offer Financial Advisors flexible full service marketing retainer programs.

Our emphasis is on helping you drive awareness in your local or targeted market sector and ensure the selling systems are in place to attract, nurture and engage your clients.

  • Clarify your Market Strategy
  • Position your Unique Brand
  • Identify your Local Awareness & PR Strategy
  • Define your Go-to-Market Approach
  • Implement Marketing and Sales Technology
  • Build Client Acquisition Campaigns
  • Support Client-Centered Selling

It is important to segment and prioritize your target markets including families, couples, individuals and business owners across different demographics. Clients may be happy to delegate their financial planning and asset management, but they are increasing self-directed in the evaluation and selection of an advisor.  Part of their decision process takes place on the web as they research potential firms that may fit their needs. These prospects respond to a modern website and brand presence and positioning that speak to them and easy to access online services and content. They want to be able to research and understand how your firm will address their financial goals as well as the costs associated with your services. Your website, emails, social media, content and sales collateral are important elements of the mix of marketing and sales capabilities.

We provide a comprehensive marketing and agency services for financial advisors. We can manage all aspects of your marketing needs from strategy and systems to branding, collateral, PR and marketing campaigns.  We use marketing automation to help you engage and nurture potential clients.

Our programs are designed are a best fit for financial advisor firms from $75M to $1B in AUM. Pricing will flex to suit needs. Visit our services pricing page for illustrative retainers. All plans begin with a “month zero“.

Service Areas

  • Growth Strategy & Metrics
  • Segmentation, Ideal Client Profile
  • Personas, Messaging and Branding
  • Public Relations and Local Marketing
  • Paid Advertising and Marketing Campaigns
  • Marketing Automation and CRM
  • Collateral Development and Branding
  • Event Support.
Veronica Samoulides

“John Stone is one of our top-rated speakers. His knowledge in financial advisor inbound and digital marketing makes him a valuable resource for our clients.”

Veronica SamoulidesManaging DirectorDarrow Wealth Management
Chris Parr

“Revenue Architects has been our “go to” resource for comprehensive marketing support. RA’s insight regarding the integration of multiple media channels with constantly evolving technological capabilities has been particularly valuable to our firm.”

Chris ParrPresidentParr Financial Solutions, Inc.
Sarah Quist

“We couldn’t be more pleased with Revenue Architects’ insight and guidance as we expand our social media and digital presence. Their follow through is exceptional and they are a pleasure to work with.”

Sarah QuistInvestment ManagerVision Capital Management, Inc.
Rick Stram

“Revenue Architects is helping us modernize our marketing as well as our sales collateral – enhancing the language and approach for our Envision >> Plan >> Act approach to client service.”

Rick StramManaging DirectorMarino Stram & Associates

Begin with a revenue architecture diagnostic.