Marketing Solutions for RIAs

Increase your firm's brand awareness

Our marketing solutions are designed with one objective in mind – to grow your client base by distributing your desired message to your target audience using the most attractive packaging possible. Listed below are three tools we use to accomplish that objective.

Touch Your Clients Using Modern Methods

Never in history has it been simpler for any of us to consume digital content. Recent technological developments have given rise to an entire category of mobile devices based solely on media consumption. We can help your firm use this highly scalable distribution avenue to push your marketing collateral and intellectual capital to your clients and prospects.

Why Use Digital Media Over Traditional Methods?

  • Infinite scalability
  • Greater market penetration
  • Convenience of consumption
  • Low cost of distribution
  • Social media integration capabilities

How We Can Help

From multi-camera HD video to full media Flash animation, we possess the entire gamut of production and post-production resources required to take your message from pre-production planning to mass distribution. Our capabilities include the following:

  • Voice over work
  • Multicamera HD video
  • Stills photography
  • Location audio
  • Live broadcast streaming
  • Broadcast quality Google+ Hangouts On Air
  • Post production work

Make Your Website An Extension of Your Firm

We help your firm develop its website using modern content management systems in a manner that serves to extend the reach of your firm’s intellectual capital. Here are the key elements of our managed online services offering:

  • Social media integration
  • Consistent branding across all forms of media
  • Distribution of media rich assets for easy consumption
  • Dynamic content that drives repeat traffic
  • Fully managed marketing and client contact campaigns
  • Centralized repository of digital-based assets
  • Creation of mobile apps designed to connect your assets with your audience

How This Model Will Increase Your AUM

A 2008 study conducted by Advisor Impact found a direct correlation between client profitability and client commitment levels, with the engaged client providing an overall more profitable experience for the advisor in terms of referrals, share of wallet, and service offering subscription. Additionally, the study determined the relationship with the engaged client is characterized by a greater number of contacts, a more comprehensive service offering, and a deeper personal relationship.

We Help You Connect With Your Clients

We leverage our media and content creation capabilities and combine those resources with a dynamic online model that serves to help your firm increase its number of client contacts in a highly scalable manner. We also combine the ubiquitous nature of social media with the distributive opportunities available with modern online development platforms.

All Media Design

Rounding out our marketing services is our traditional layout and design offering. By providing full desktop publishing and design capabilities in-house, we are better able to translate your marketing efforts across all media options. The result is a consistent image presented to your target audience that accurately reflects your intended message.

Advantages We Offer

  • Consistent branding across all campaigns
  • Portability of existing marketing collateral
  • Centralized repository for all elements
  • Mobile device friendly

Areas We Can Help

We cut our design “teeth” on the original Apple Macintosh. And while technology has changed dramatically over the past 25 years, the primary objective of layout and design has remained the same – to convey your desired message using the most attractive and most effective packaging possible. We help our clients in the following areas:

  • Graphic design
  • Quarterly report supplemental collateral
  • Brochure design
  • Newsletter layout
  • Client mailings
  • Special events collateral
  • HTML formatted email campaigns