Financial Marketing

Consumers are overwhelmed and inundated with constantly changing information related to managing their finances; and, they need help from financial experts like you. Unfortunately, there are so many professionals who work in finance that consumers don’t know who to turn to for help – simply being open for business is not enough to attract a steady flow of ideal clients. Not only does this commoditize the industry (making everyone seem the same), it makes competition fierce.

Do-it-yourself services, low-cost options, and the influx of financial professionals who have entered the market place have caused a shift in the way people seek out help. Traditionally, the select few local banking professionals could make recommendations for bookkeepers, accountants, and financial advisors. However, the sheer volume of available professionals and the decrease in face-to-face interactions with financial professionals has caused a shift in how consumers and businesses seek out professional help. As potential clients seek out professionals to help them, they are utilizing search engines, social media, and digital review sites to research and identify a potential match that fits their needs. Financial professionals who can’t be found or are not being highlighted as the top choice in their area simply don’t stand a chance.

Simply being great at what you do isn’t enough – we’re here to help put you in front of potential clients as the expert you are. We use integrated marketing strategies to dominate your market place, elevate your online presence, and bring you new clients. In essence, we make you look good and help you land more accounts.

As we take a partnership approach, we only take on select clients, and only one per market. As such, we keep our client base small and results high. We limit the number of clients we take on each month to a select few who are committed to results, experts in their field, and who know the importance of landing more accounts and what that means to their business. If this sounds like you, you can request an initial consultation.

Zero-Conflict Client Base
We only take on one client per market – we’re committed to your results.
Integrated Strategies
We don’t expect you to know how to get it done, that’s our job. We build your plan for the results you need.
Month-to-Month Contracts
We don’t lock you in. Stay for the results, not because of a contract.

 

Website Design for Bookkeepers, Accountants, & Financial Advisors

Whether you want only a website or a website that’s part of an integrated marketing plan, we’ll build one that gets you discovered and highlights your expertise. Your website should convey your authority, answer prospective client questions, and encourage them to contact you. As a financial professional, your website is your first opportunity to show your clients you are the best and most qualified option.

Search Engine Optimization (SEO) for Bookkeepers, Accountants, & Financial Advisors

Financial SEO, or search engine optimization for financial professionals, has become an integral component of a results-driven internet marketing plan. As the majority of people use the internet to search for professionals who can help them, being prominent in search engines is essential. Cookie-cutter plans often yield little to no real results and don’t help you stand out from the competition. Let us develop a plan around your current market position within the context of being the absolute best choice for your clients.

PPC / Google Adwords Advertising

In tandem with a solid SEO plan, Google Adwords and digital advertising can boost your presence quickly, and in a hyper-targeted manner. With a paid ad program your advertising dollars are trackable and attributable to new client flow – this means that once the proper approach is identified you can increase your budget and expect equivalent increased returns on your ad spend.

Reputation & Authority Marketing for Financial Professionals

Beyond getting found, you only have moments at a time to establish your expertise and authority in your market. By proactively developing and presenting your knowledge, credibility, and social proof (ie. reviews, testimonials* (as allowed by law), publication contributions, etc.) you overcome objections and move more quickly towards landing new deals. Reputation marketing is often overlooked, and currently under-utilized by many financial professionals – which makes this a winning tactic with leverage.