
Based in Lawton, Oklahoma, this agency, founded in 2012, works specifically with financial advisors looking to grow their practices. Rather than serving a broad range of industries, its focus is on the financial advising sector, where growth traditionally depends on referrals, relationships, and centers of influence. The agency positions itself as a partner that studies each practice individually, identifying target audiences, existing efforts, and gaps before building a tailored growth plan. Its work is organized into two categories: branding and marketing. Branding services cover the materials a client-facing practice needs, including DBA naming, logo design, website development, content creation, advisor bios, pitch decks, brochures, and stationery. On the marketing side, services include social media marketing, content marketing, video production, blogging, press releases and article marketing, referral and relationship marketing, targeted advertising campaigns, search engine optimization, and local marketing. The agency also promotes "The Referral Magnet," a book by Kelly Edwards outlining methods for generating referrals without directly asking for them, and offers related consulting built around the techniques described in the book, alongside its standard branding and marketing services aimed at helping financial advisors attract more referrals and introductions.
Team Size
1-10
Founded in
2012
Languages
English
Monthly Minimum Budget
Undisclosed
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