Financial Advisor Marketing Agency

HOW WE HELP

Full-Service Marketing to Drive Higher AUM 

From admin and operations management to servicing your clients, most financial advisors barely have a single hour each week to focus on marketing – and that means your AUM is not growing as fast as it could be. 

ProperExpression takes the weight of marketing off your shoulders. You can focus on revenue-generating activities while we build a strong digital presence for your business – and generate, nurture, and convert more leads. 

FINANCIAL ADVISOR MARKETING STRATEGY

Find the Niche and Message That Will Maximize Growth 

Advisors have limited time and budget for marketing – so you need to make it count.  

Our comprehensive planning process helps you understand, locate and connect with your target audience faster. From developing buyer personas and messaging frameworks of your key differentiators to creating full campaign briefs, we equip you with a complete growth strategy – helping you immediately surpass the 77% of advisors who have no defined plan for marketing.  

Our proven method: 

• Leverage market data and audience research to pinpoint your ideal client profile (ICP) 
• Run extensive channel audits and audience research to identify areas where your marketing can improve 
• Create comprehensive marketing plans to drive short, medium and long-term performance 

CRM OPTIMIZATION

Make Data Your Secret Weapon  

Client and prospect data makes it easy to deliver standout experiences, build closer relationships and make everyone you interact with feel valued. 

We leverage extensive HubSpot expertise to collect, organize and provide easy access to extensive audience data. This puts valuable insights at your fingertips and enables all marketing to be built on a reliable and detailed view of your clients and prospects. 

Our proven method: 

• Migrate your existing CRM to HubSpot or onboard you to the platform, using proven methods to complete the process in 60-90 days 
• Create custom dashboards to help you immediately access the data and insights you need to track performance 
• Train you and your team to make collecting and analyzing data an easy and useful part of your daily workflow 

LEAD GENERATION

Connect with High-Value Clients at the Perfect Moment

The internet has given people more ways to find a financial advisor. However, many advisors simply lack social media following and don’t appear on search engine results pages, so they are never even considered. 

We leverage key digital marketing channels to increase your visibility and perceived authority. That means more high-value clients will discover your business, understand the value you offer, and reach out to connect. 

Our proven method: 

• Optimize your website and Google Business profiles to maximize local SEO – ensuring you appear at the top of advisor searches related to your area 
• Leverage PPC advertising to promote your practice via social media and top search engines 
• Create inbound content like checklists and guides to drive organic traffic and develop your reputation as a thought leader 

CONTENT GENERATION

Become a Thought Leader Within Your Niche  

More people are seeking financial advice online than ever – including a large proportion of high-net-worth young people. 

We help you capture their attention and deliver content that showcases your expertise. From extensive, research-driven blog posts to gated content that drives leads, our content team helps turn your knowledge into compelling content across all key platforms. 

Our proven method: 

• Undertake thorough research and interviews to access key insights that inform our content 
• Develop a content strategy to ensure your content improves SEO, anticipates industry trends and generates leads 
• Strategically repurpose content to nurture leads and ensure you get the maximum value from every piece we produce 

EMAIL AUTOMATION

Scale Effective Lead Nurture with Less Manual Effort

Email is a powerful way to engage existing clients, nurture prospective clients and connect with your centers of influence (COIs). But how many advisors have time to craft and deploy hundreds of marketing emails every week? 

We help you develop and manage email automation to seamlessly scale your outreach and nurture campaigns. From engaging copy and design to optimized HubSpot audience lists, we ensure you deliver a consistent stream of high-value content. 

Our proven method: 

• Create detailed audience lists to enable precision-targeted messaging 
• Develop email templates that match your brand and make it fast and easy to build new campaigns 
• Deploy and manage automated email campaigns, carefully monitoring results to optimize the content 

REVOPS

Make Your Marketing Spend Go Further 

The average advisor spends $16,000 each year on marketing. But a lot of that investment ends up wasted on inefficient processes that don’t drive returns. 

Our RevOps team leverages expertise across sales and marketing alignment, HubSpot, and sales enablement to optimize every revenue activity and ensure you never leave money on the table. 

Our proven method: 

• Automate key processes like lead scoring and lead handoffs to improve coordination between sales and marketing 
• Create custom dashboards that reveal exactly how every aspect of your marketing program influences revenue 
• Identify and eliminate barriers to deals that lead to wasted opportunities and limit your growth