Case Study: Embracing A Specialty: Focusing On Complete Wealth Solutions
Financial Advisory Firm Marketing Case Study
Embracing a specialty is one of the most important decisions that financial advisors can make. This allows them to offer more tailored services, charge a premium, and find their ideal clients more easily.
A great example of one specialist advisor we have helped with this strategy is Equity Money Box, based in Kerala & the middle east. They came to us starting from scratch before they had even created a logo or a brand for their firm.
Articulate Who You Serve And How You Help
Brand Your Firm For Your Specialty
Because Mr.John came to us so early in the marketing process, we were able to brand his firm for his unique specialty. This isn’t always possible or necessary, but it’s a nice touch to have the entire firm presence align with whom he serves. First, we created a custom logo for his firm, Equity Money Box: followed by an entire brand identity design.
Showcase Your Specialty With A Custom-Written Website
The next step is to write the entire site with your niche in mind. We worked with John to use custom terminology and analogies that investors would understand. We also added important pages, including The Free Demat Account opening section & customized health insurance plan.
Feature Your Specialty With Curated Photography
The goal of creating a custom website that embraces your specialty is so that when a qualified prospect lands on your site, they feel like you are going to understand the challenges they face. We want them to feel confident that you are experienced in helping people like them and that they have found the go-to expert in your field.
Featuring curated photography that speaks to your niche is an important part of communicating your expertise. You can see that throughout this website .
How We Help Page
Our Services Page
Optimize Your Website For Your Keywords
Part of our Total Marketing Package setup process is our full search engine optimization (SEO) package. Our SEO specialists doing a fantastic job creating a custom SEO strategy for your firm.
Create Interesting And Relevant Content
Each month, we work together with our specialist advisors to create content that is valuable and relevant to their ideal prospects. For this niche, our calendar includes posts like:
Why health insurance is important
Opening Free demat account
Invest in bonds & Mutual Funds