Marketing for Financial Advisors & Wealth Management Firms

Building relationships with clients takes time. We help you build credibility, establish trust, and keep that trust with your ideal client. Our experience working with compliance teams also means faster approvals for your content.

You’ve decided to invest more in marketing for your firm.

n208 marketing services include multichannel support to cover all aspects, from email and social to video and events. We save you time in hiring or training a new employee, so you get the marketing you need almost immediately, and your advisors get the support they need to focus on clients’ financial success.

Choose a Marketing Plan

 
 

Essential

Marketing support at 8-10 hours/week.

Best for firms that market ad hoc with current employees and looking for structure and consistency to maintain and improve current branding and marketing initiatives.

$3,000 month

 

Advanced

Marketing support at 15-20 hours/week.

Best for firms that want a strategy beyond “brand awareness.” The focus is on growth with the proper marketing channels to reach the ideal clients and proactively support advisors with communications to current clients.

$5,000 month

 

Professional

Marketing Support at 30-40 hours/week

Best for firms that need help across multiple offices, want full-time support, and need a Marketing Director or VP of Marketing to lead initiatives nationally to reach clients beyond the local area.

$10,000 month

 

All plans include multichannel marketing support

  • Whether it's weekly or monthly company insights or targeted campaigns to promote events and services, we’ll design templates to increase engagement and manage the audience lists to get your message to the right clients at the right time.

  • We grow social engagement on the right platforms to promote events, thought leadership, and increase brand awareness.

  • We’ll create informative and valuable content to build trust with your target audience. We'll also optimize your articles for search engines, which will help increase visibility and drive more traffic to your website.

  • Each plan includes $500 per month toward video production. Our team will work with you to create videos that tell your unique story, capture your brand's personality, and resonates with your target audience.

  • We support Google and LinkedIn ads. Our team will create a budget to support either long-term monthly ads or targeted ads for specific campaigns. All plans include the management of the ads and creative assets. We recommend adding at least $1,200 to your monthly budget for a successful paid ad strategy.

  • We integrate within your team, meeting weekly or monthly, providing guidance and data to determine what marketing initiatives are meeting your objectives and which need improvement.

  • According to a Northwestern Mutual 2022 study, a majority of Americans say their financial planning needs improvement, but only 35% seek professional help.

    We can help you reach potential clients and educate them on the value of a financial advisor or wealth management strategy.

  • In times of market volatility marketing can help ease concerns of clients.

    n208 manages email lists in the thousands for firms. With open rates higher than industry averages, we’ve helped advisors establish proactive communication to retain clients and increase referrals for new clients.

  • It's not about having all the marketing channels, it's about finding the right ones for both you and your clients.

    n208 methodically determines what’s the right channel to communicate and aims to establish actual engagement to build trust with clients.