The average organic growth rate has been dropping in wealth management since 2021. We turn the tide on that alarming statistic for individual firms because organic growth is essential to your survival in today’s market and success in tomorrow’s market.
F2’s team of strategists, industry technical writers, graphic designers, website specialists, social media experts, and project coordinators has deep experience in financial services marketing. We help you thrive by creating financial services marketing materials that promote your value proposition. We also connect marketing to your technology for a better experience for you and your prospects.
Advisors need tools that tell their story and share what makes them special to their clients. We help develop the right mix of print and digital materials for you to use with prospective clients and drive organic growth.
Example projects
Brochures
Technical Writing
PowerPoint and Pitchbook Development
Event Marketing
Direct Mail
Today’s world is digital. We make sure you have the most up-to-date marketing tools in place to maximize your reach to prospective clients. We manage your website design and development, social media, and video needs so that you can focus on serving your clients.
Example projects
Website Design and Development
Social Media Marketing
Online Ads and Media
Video
To really maximize your marketing investment, you need a sound strategy that ties tactics to desired outcomes. We create customized strategies that take your big picture business goals and combine appropriate marketing tactics with key story messages and distribution channels to showcase your value proposition to your prospective clients. Don’t have a value proposition? We help develop those too.
Example projects
Value Proposition and Story Development
Marketing Plan Development
Industry Insights
When a new advisor joins the team, marketing has a key role to play. We partner with the advisor to develop website pages, and draft announcement letters, bio pages, and press releases that work within the firm’s established brand.
Example projects
Website Setup
Team or Advisor Brochure
Press Release
Announcement Letter, Ad, and Bio Sheet(s)
Your brand should match how you do business and the value proposition you bring to your clients. While a brand is much more than its visuals; these elements give clients and prospects an immediate sense of your firm. We work with you to understand the message you want to represent in your visuals and design logos and materials that fit your brand personality.
Example projects
Brand Guideline Development
Custom Logo Design
Stationery Design
Download our discovery document to get started on assessing your marketing needs. It will serve as the discussion guide during our first meeting.
