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Key Results

RIA Launch Communications

Engaged clients via a strategic communications plan to successfully transition to RIA.

Website Design and Optimization

Built SEO-optimized, mobile-friendly website with comprehensive analytics and elevated user experience.

100% Outsourced Marketing

Custom, strategic marketing plan prioritizing value-add content for clients and prospects.

Strategic Collateral & Communications

Communications to alleviate pain points in client onboarding and operations; collateral for COIs and strategic partners.

Certus Wealth Management

RIA Launch & Strategic Client Communications

Certus Wealth Management tapped Craft Impact as a marketing and communications partner to help launch as an RIA. Craft Impact stepped in to build a sleek, professional website and strategic communications strategy to transition clients into the new practice. Following the successful RIA launch, Craft Impact continues to market and communicate to clients, prospects, and strategic referral partners as an extension of Certus Wealth Management’s business. 

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The Challenge

Transitioning from a larger firm to the launch of its own RIA, Certus Wealth Management wanted to ensure that it its clients continued to receive the highest level of service.

When Joel Van Hofwegen decided to launch his own RIA, Certus Wealth Management, he knew one of the main areas he wanted to outsource was marketing. Outside of a name and logo, he wanted all aspects of marketing handled soup to nuts, so he could focus on growing his practice and providing the highest level of client support. That said, he wasn’t interested in what most marketing firms were offering. He wanted an expert to deliver on a custom marketing and communications plan for his practice, rather than the same cookie-cutter templated things he’d seen at other firms. He wanted to spend more of his time with clients, but knew he needed consistent communication support to reflect the unique value his RIA provides. 

The Craft Impact Solution

Elevating Client Engagement and Confidence

Van Hofwegen engaged Craft Impact, a small marketing team focused on custom financial advisor marketing and communications, to support him with launching and growing his practice. The journalist-led team integrated itself into Van Hofwegen's business, learning his voice and developing relevant informational updates that his clients actually care about. Best of all, Van Hofwegen trusts that the Craft team will keep the plan moving without bogging down his time.


Craft Impact’s comprehensive support includes:

Certus Website Scroll Case Study (2)

Website & Brand Launch

Craft Impact built a custom Certus Wealth Management website with supporting branding guidelines. Craft continues to ensure that website content is SEO-optimized, up to date, and includes the latest:

  • Team member profiles
  • Client resources
  • Email newsletter archives with thought leadership blog posts
  • Market commentary
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Monthly Client Newsletters

Craft curates client newsletters on a monthly basis that serve as a powerful tool for engaging clients. These newsletters have impressive engagement with 50+% open rates and personal replies to Joel’s inbox.  Included in each edition are:

  • Personal note from Joel 
  • Staff, advisor, and operational updates 
  • A rotating mix of financial planning insights
  • Timely market and economic commentary 
  • Clear messaging to encourage the client or prospect to take action
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Premium Content Deliverables

Custom Certus Wealth Management deliverables serve as invaluable resources for illustrating complex concepts and facilitating productive discussions. These materials include: 

  • One-Pagers for Client Journey and Advisor Partnerships: Simplified documents that clarify the client journey and underscore the significance of advisor partnerships.
  • Client Intake Form: A user-friendly, efficient form designed to streamline the onboarding process, ensuring a smoother client experience.
  • Retirement Planning Guide by Age: Offering age-specific considerations to guide clients' approach to retirement savings, investments, and life milestones.
  • Service Model & Investment Philosophy: Detailed documentation of the firm's range of offerings, and its investment approach and principles.
Joel Van Hofwegen

Partnering with Craft Impact has been a huge help for my firm after setting up our RIA – I've had lots of unsolicited, positive feedback from clients regarding our communications. Together with Craft, we’ve identified timely information to share with clients on a regular basis and have improved our content collateral. My goal is to provide the best possible advisory experience while helping my clients achieve their dreams, and Craft Impact has been an indispensable partner in meeting that goal. Their ability to strategically extract information and deduce it into professional communications has been a time saver for me, allowing my firm to be more effective and efficient.

Joel Van Hofwegen
Founder, Certus Wealth Management
One-Off Client Communications_Certus

Professional One-Off Client Communications

  • Share staff and operational updates
  • Ensure clients are consistently informed and kept in the loop on important matters
Featured Blog Posts & Social Content_Certus

Featured Blog Posts & Social Content

  • Engaging and informative blog content
  • Timely market and economic insights
  • Weekly social posts

Client Spotlight

Meet Certus Wealth Management, an RIA (Registered Investment Adviser) dedicated to helping its customers achieve their unique financial goals. The firm is committed to designing and implementing strategies tailored to its clients’ values, going beyond the transactional aspects of conventional financial planning. Certus Wealth Management values its client relationships and strongly believes in proactive partnership.

 

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