Company Size

~ 15 employees

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Industry

RIA, wealth management firm

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Challenge

The firm came to us with no real growth strategy. It didn’t have a target market, identified focus, or real positioning in the market. It had a great business model but no growth engine or team excited to generate new business.

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Solution

Out & About Communications took an integrated marketing approach to embed a strategic partner focus and support it with an end-to-end marketing strategy. We started our engagement with a high-level strategy session to understand how to position the firm.

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Deliverables

• Website Updates: Updates were made to modernize the brand visuals, warm up the personality, and update copy to align with its target market’s interests.
  
• SEO Copy and Blog Posts: After doing SEO research, we identified key articles to create and unveil for the firm — all aligned with its strategic growth efforts.
  
• Downloadables and Drips: We tailored downloadables and drip marketing for specific audiences.
• E-Newsletter: We created a custom monthly newsletter for clients, prospects, and centers of influence. The newsletter had some unique content but leveraged the marketing efforts across the firm. 

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Results

The website started to turn into a lead generation machine. Advisors could sit behind their desks and be fed prospects to work. Other advisors noticed, and this helped them with their recruiting and retention efforts.