Company Size

~ 15 employees

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Industry

RIA, wealth management firm

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Challenge

Thinking about the next wave of the firm, leadership recognized the business needed hungry and young advisors to join the firm since it was top-heavy with older advisors and older clients. The challenge was that these younger advisors are often expensive and don’t come with a big book of business.

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Solution

The firm hired a younger advisor and Out & About Communications worked with him to identify his target audience and communications strengths. Market research was conducted and we aided with the execution and coaching of all deliverables.

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Deliverables

• SEO Tailors Content: We completed research and created content to attract the advisor's ideal prospects.
  
• Podcast Launch and Promotions: We coached and supported the advisor with a podcast launch, promoting it via social media, email drip, and more.
  
• Drop Campaigns: We created lead generation assets and drip funnels for the advisor to leverage.
  
• Coaching: We provided marketing coaching to help align marketing and sales efforts to not do “everything under the sun” but concentrate on activities having the highest return.

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Results

The content started to take off and the advisor was not only getting comments from qualified prospects — but he was closing deals. The long-term strategy play to bring on younger advisors and arm them with marketing support started to pencil out for the firm.