If you’re like most financial advisors we’ve worked with, you haven’t had the best luck with marketers in the past. You’ve probably wasted a lot of money on marketing that never did anything for you. You’ve struggled with finding content creators who can speak your language.
Here’s why we’re different:
We’ve been serving the financial services industry since 2006. It started with our founder, Stephen Palmer, co-authoring the book Killing Sacred Cows with financial expert Garrett Gunderson. That book became a New York Times, Wall Street Journal, USA Today, Businessweek, and Amazon bestseller within months of launching.
Since then, Stephen has ghostwritten seven more books on personal finance and we have worked with dozens of financial services firms.
We understand the unique challenges of marketing financial services. Our team knows how to translate complex financial concepts for your audience. We speak your language. We understand compliance requirements. Our systems align with industry best practices.
Having worked extensively with financial advisors, we understand your unique challenges. We know how to position complex products like whole life insurance. We excel at explaining sophisticated concepts like the LEAP method to prospects.
Twenty years of marketing has taught us a crucial lesson. People care about solving their problems, not hearing about you.
We craft messages that address your prospects' real concerns. We anticipate their questions. We speak to their goals and challenges.
This deep understanding of human psychology shapes every piece of content we create. We know what motivates different personality types. We build systems that connect with each prospect effectively.
With our extensive experience in financial services, we also know how to speak to your prospects and clients. We know their fears, concerns, and pain points. We know their desires and goals.
We also know your message and are able to communicate it to your audience on their terms.
We've built several successful businesses from scratch. We test every marketing strategy in our own ventures first. Only proven approaches make it into our client recommendations.
As entrepreneurs ourselves, we understand the value of every marketing dollar. We make decisions as if we're spending our own money. Our recommendations come from real-world experience.
This entrepreneurial mindset sets us apart from traditional marketing agencies. We understand the pressures of running a business. We know what it means to meet payroll. Every decision we make considers your bottom line.
Marketing agencies often focus on looking busy. We focus on generating leads and sales. Your success defines our success.
We track everything we do against clear metrics. When something isn't working, we adjust quickly. No excuses. No vanity metrics. Just real results.
Our compensation aligns with your success. We guarantee long-term results. Every system we build must prove its worth through measurable outcomes.
We don't celebrate sending more emails or posting more content. We celebrate new qualified leads in your pipeline. We measure success by growth in your business.
Our automated systems work while you sleep. They generate leads during your vacation. They nurture prospects while you serve clients.
We handle all technical complexities. You focus on your business. Our systems reduce or eliminate your need for paid advertising.
Every piece of content becomes a permanent asset. Unlike paid ads, our marketing systems continue producing results for years. Your marketing infrastructure grows stronger over time.
These systems provide true leverage for your business. They multiply your reach without multiplying your effort. They create compound returns on your marketing investment.
We never cut corners. We maintain the highest standards in every detail. Our obsession with excellence prevents costly mistakes.
We deliver on time, every time. No missed deadlines. No budget surprises. Just reliable, professional execution of your marketing strategy.
Our attention to detail extends to every aspect of your project. We thoroughly test all technical components. We proofread every piece of content. We verify every automation sequence.
Digital marketing evolves constantly. We dedicate significant resources to testing new strategies. You benefit from cutting-edge tactics without the risks.
Our team masters new tools before recommending them. We evaluate innovations thoroughly. You get proven solutions, not experiments.
We invest heavily in ongoing education and testing. New marketing tools emerge constantly. We evaluate each one rigorously before considering it for client projects.
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We're not here for quick sales. We invest in understanding your business deeply. Your long-term growth drives our decisions.
Many clients have worked with us for years. They trust our expertise. They value our commitment to their success.
We view every client relationship as a long-term partnership. Our success depends on your continued growth. We're invested in your lasting success.
Every project follows our proven process. We begin with thorough research. We create detailed implementation plans. We test extensively before launch.
Our systematic approach prevents mistakes. It ensures consistent results. It makes our marketing efforts predictable and reliable.
We document everything we do. Our processes ensure smooth execution. Your marketing systems remain consistent and dependable over time.
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