wealth management
Engage with your clients through shared interests and activities.
Customer Lifetime Value (CLV)
Each additional client adds tremendous financial value.
EXAMPLE - New Client
Client AUM: $1 Million
Management Fee: .5%
Client Loyalty: 20 Years
Your Profit Margin: 20%
Referrals From New Client: 2
Signing a single new client yields a CLV to your firm of: $20,000 + $40,000 In Referrals
With such a high CLV, your firm should be investing far more into marketing. And yet the typical advisory firm spends barely more than 2% of its revenue on marketing...

Robo-advisors and Venture Capital firms get it, which is why they are currently investing heavily on marketing for long run business value and not just short-term profitability.
marketing challenges
Wealth management, by nature, can seem too serious or even dull.
Having a digital presence is mandatory in today’s world, but it can be a hassle to (1) come up with engaging content, (2) hire a truly talented in-house marketer, and (3) gather the data and analytics that digital advertising promises over more traditional advertising.

We automate digital content marketing, so you can focus on your work. We also provide ideal client hyper-targeting and the advanced data analytics you crave.
marketing goals
Keep existing clients engaged, while also gaining new ones.
With existing and new client engagement, it is important to take a non-invasive and non-transactional approach. Focus on shared interests, rather than financial topics. 

Are you located at the beach or in the mountains? Isn’t it possible that your clients like to surf or hike? We center content marketing around common interests, which improves your firm's like-ability with clients.
wealth management
Engage with your clients through shared interests and activities.
customer lifetime value (CLV)
Each additional client adds tremendous financial value.
EXAMPLE - New Client
Client AUM: $1 Million
Management Fee: .5%
Client Loyalty: 20 years
Your Profit Margin: 20%
Referrals from new client: 2
Signing a single new client yields a CLV to your firm of: $20,000 + $40,000 In Referrals
With such a high CLV, your firm should be investing far more into marketing. And yet the typical advisory firm spends barely more than 2% of its revenue on marketing...

Robo-advisors and Venture Capital firms get it, which is why they are currently investing heavily on marketing for long run business value and not just short-term profitability.
Marketing challenges
Wealth management, by nature, can seem too serious or even dull.
Having a digital presence is mandatory in today’s world, but it can be a hassle to (1) come up with engaging content, (2) hire a truly talented in-house marketer, and (3) gather the data and analytics that digital advertising promises over more traditional advertising.

We automate digital content marketing, so you can focus on your work. We also provide ideal client hyper-targeting and the advanced data analytics you crave. 
marketing goals
Keep existing clients engaged, while also gaining new ones. 
With existing and new client engagement, it is important to take a non-invasive and non-transactional approach. Focus on shared interests, rather than financial topics. 

Are you located at the beach or in the mountains? Isn’t it possible that your clients like to surf or hike? We center content marketing around common interests, which improves your firm's like-ability with clients. 
Ready to get started?
Contact a member of our team to learn more about automating the content marketing for your business.