Financial Advisor Marketing

Financial advisors provide important, high value services for clients, yet many fail to distinguish themselves from the crowd.

Investors find it difficult to navigate their options and choose between a wirehouse broker FA, RIA, hybrid, discount brokerage, insurance professional or robo solution. Costs and fees, changing fiduciary standards, and the role of CPAs and attorneys add to the confusion investors feel as they pursue a financial or estate plan and go about selecting a financial advisor. Investors also do not fully understand the tangible benefits that come from effective financial planning and wealth management.

Successful advisors build a revenue architecture with differentiated brand identity and messaging platform along with consistent client acquisition programs to achieve sustainable and predictable revenue growth.

Revenue Architecture

2018 Financial Advisor Revenue Architecture Smart Book ™

Revenue Strategy

Define a strategy that distinguishes your firm and a go-to-market plan that is systematic, consistent, doable and measurable.

  1. Align your team on a vision and SMART goals.
  2. Build persona messaging for your ideal client profiles.
  3. Define a go-to-market model that works for your firm.
Revenue Systems

Set yourself up with a sales and marketing platform, including a distinctive brand system, modern website and digital presence and flexible selling assets to engage clients.

  1. Craft a distinctive brand identity, positioning and messaging.
  2. Engage a strong, multi-channel digital presence.
  3. Integrate a technology-enabled process and sales funnel.
Revenue Programs

Execute a creative, systematic and consistent approach to new client acquisition that fits your ‘selling DNA’ and that you can maintain month-to-month.

  1. Gain local & national visibility with PR and search optimization.
  2. Communicate your value proposition with contextual, pro-active messaging.
  3. Personalize your client’s experiences.

Revenue Programs for Financial Advisors

We provide comprehensive consulting and agency services for financial advisors.  We ‘right-size’ programs for different levels of AUM and growth ambition.  Typical retainers range from $1,500 to $10,000 per month. The “Month Zero” process rapidly defines the marketing and sales plan for sustainable growth and clarifies the scope and program requirements. Visit our pricing page for illustrative retainer models.

Strategy Services

  • Revenue Growth Metrics and Funnel Analysis
  • Segmentation and Growth Strategy
  • Brand Positioning and Messaging.

Systems Services

  • Branding, Collateral and Sales Systems
  • Websites and Social Media Presence
  • Marketing Automation, CRM and Tools.

Programs Services

  • Personas, Content and Messaging
  • Public Relations and Local Marketing
  • Advertising and Marketing Campaigns.
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 DirectorCharles Schwab Advisor Services
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