Lexicon Advisor Marketing
Serving Clients Nationwide
Digital Marketing for Financial Advisors Done Right
Service Provider Categories
- Marketing
Overview
Tired of spinning your wheels trying to grow your business, financial advisor?Do you want to ...
- Boost your online traffic and visibility?
- Reach your target audience with custom content?
- Keep current clients happy?
- Book more appointments?
We have the solution for you.
Introducing our proprietary FinGrowth Program, designed to help you:
- Stay in front of current clients.
- Deepen relationships.
- Grow your firm with referrals and new clients.
Video
Services Provided
- Content Marketing
- Email Marketing
- LinkedIn Strategy
- SEO
- Thought Leadership
- Video Marketing
- Website Development
What to expect in the first meeting
During our thirty minute Strategy Call, we'll dive into the history of your firm, what you’ve done to market the firm in the past, and challenges you’ve had. This will serve as a mini-audit of your existing infrastructure so I can identify where there may be gaps and discuss strategies to fill them. Here are a few things to think about to prepare for our meeting: About You & Your Firm: Getting clear on your firm vision is critical in determining your marketing strategy. Take this time before our meeting to reflect or meet with your team to discuss your goals. Questions: Think about any specific questions or concerns you'd like to discuss during our consultation. I’m here to provide answers and solutions tailored to your needs. KPIs That May Be Helpful: If you’ve been marketing, or worked with an agency in the recent past, and have numbers related to your lead flow, feel free to share those during our call. These can often times strengthen my understanding of where you should head in terms of brand awareness, lead generation, and making new client relationships. I’m dedicated to making our time together informative and productive for you. I look forward to meeting with you so you can build brand awareness, grow your network, and land more clients you love.Badges
Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
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