An Integrated Strategy for Long-Term Growth

Challenge

After decades of serving clients, CCMI, a fee-only financial planning firm, had a strong reputation built on relationships and expertise. The challenge was ensuring its digital presence reflected that same depth while attracting the audiences it’s best equipped to serve.

Rather than casting a wide net, CCMI wanted to connect with specific client groups, strengthen its visibility in local search, and create educational content that reinforced its role as a trusted advisor.

“The Out & About team delivers strong communication, and creative content. They see the big picture and customize solutions.”

— Principal and Owner

Solution

Over the course of a long-term partnership, we've helped develop a marketing strategy centered around three core pillars: search engine optimization (SEO), video, and content.

By aligning every piece of content with the firm's ideal audiences, we've helped create a more focused digital presence that supports both discoverability and relationship building. From search-optimized website pages to educational videos and ongoing content creation, each initiative works together to reinforce the firm's expertise and values.

Deliverables

• SEO: We developed and optimized service pages, "Who We Serve" pages, and blog content around the firm's priority audiences, helping it rank for highly relevant local and industry-specific searches while attracting visitors looking for financial guidance.
• Video Production: We partnered with the firm to produce polished, professional video content, from homepage brand videos to audience-specific educational pieces. Our team supports video planning, editing, and production to create content that builds credibility and makes complex financial topics more approachable.
• Content Marketing: We manage the firm's content calendar and create educational articles that speak directly to its core audiences. We also support recurring team messages that give clients a look at the people behind the firm, helping strengthen personal connections while maintaining a consistent brand voice.

Results

Today, the firm's digital marketing reflects the same thoughtful, relationship-driven approach that defines its client experience. Through strategic SEO, engaging video, and consistent content creation, CCMI continues to reach the right audiences with educational resources that build trust long before the first conversation.