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Outsourced CMO for financial advisors

Focus on serving your clients. We’ll craft a strategic marketing and communications plan for your practice, helping you fuel more referrals and convert more qualified leads.

Independent practices or RIAs turn to us when they want to:

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Work with a group that understands the complexity of your industry and knows the lingo
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Develop a compelling, concise, and unified messaging framework for their practice
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Reinvigorate their branding, logo, and website design
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Grow their AUM with both referrals and new digital marketing leads
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Save time by outsourcing their content creation and client communications
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Identify sales tools and processes that actually work for their advisors
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Find an alternative to posting canned content to social media to “check a box”
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Correlate ROI from an investment in marketing 
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Make sure the car is built before you put gas in the tank

Start by building a strong foundation to set your practice up for success. We do the heavy lifting to clarify and unify your messaging, update your branding, and build out important collateral to power your sales process.

With these core pieces in place, we can partner with you on a comprehensive digital marketing and communications strategy to reach your net-new AUM goals.

We’ll deploy a mix of tactics to capitalize on your biggest opportunities:

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Compelling Messaging for Marketing, Sales & Communications
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Branding & Style Guides
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Website Content & Creation
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Email Newsletters – Client Communications
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Prospect Email Marketing (Auto-Drip Campaigns)
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Content Strategy & Development
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Educational Webinars or Virtual Office Hours
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Sales Collateral
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1:1 Automated Sales Sequences
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CRM Setup, Optimization & Management
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Social Media Strategy & Execution
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Sales Tool Training & Coaching
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Ad Campaign Strategy & Execution
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SEO; On-Page & Advanced Technical
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Pipeline Reporting & Analysis
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You were born to wear that jacket

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(finally, a Rudy reference)

Real results from real advisors

Read the case studies to see how we align our marketing and communications work with our clients' business goals

What you can expect working with Craft Impact

Fee Range: No Fee
45 Min
This is about us listening to you, not selling. We’ll ask questions to learn about your challenges, goals, timelines, and any plans you have in place. 

We’re excited to better understand your current marketing and sales efforts, see what has worked vs. what hasn’t, and explore whether we’d be a good fit to work together.
Fee Range: $1,000 - $10,000
4-12 Weeks

Depending on your needs, we’ll start with “quick win” projects to set your business up for success. We do the heavy lifting to clarify and unify your messaging, update your branding, and/or build out important sales collateral to power your sales process.

Don’t have a need for these projects? We’ll move straight into Phase 3.

Messaging Framework
  • Fee Range: One-time fee ranging from $7,500 - $10,000
  • Process: 3 workshops with your team
  • Final Deliverable: Narrative and messaging guide focused on your target market
Visual Branding
  • Fee Range: One-time fee ranging from $2,500 - $10,000
  • Process: 3-4 workshops with your team
  • Final Deliverable: Complete visual branding guide with logos of all file sizes and formats
Sales Collateral:
  • Fee Range: One-time fee ranging from $1,000 - $5,000
  • Process: 1-2 workshops with your sales team to define highest priority needs
  • Final Deliverable: Sales documents (presentations, 1-pager PDFs, etc)
Fee Range: $3,500 - $20,000/month
90 Days

How quickly do you want to grow?  Maximize your desired monthly marketing spend with the right tactics.

Throughout the execution phase, we’ll analyze results, track progress, and refine your strategy to make the biggest impact.

Meet with us 2-4 times a month to co-strategize, prioritize, and execute on what your business needs. We’ll share visuals clearly showing what has been completed and what is in progress.

Phase 1

Initial Marketing Consultation

Fee Range: No Fee
45 Min
This is about us listening to you, not selling. We’ll ask questions to learn about your challenges, goals, timelines, and any plans you have in place. 

We’re excited to better understand your current marketing and sales efforts, see what has worked vs. what hasn’t, and explore whether we’d be a good fit to work together.

Phase 2

Build the Foundation

Fee Range: $1,000 - $10,000
4-12 Weeks

Depending on your needs, we’ll start with “quick win” projects to set your business up for success. We do the heavy lifting to clarify and unify your messaging, update your branding, and/or build out important sales collateral to power your sales process.

Don’t have a need for these projects? We’ll move straight into Phase 3.

Messaging Framework
  • Fee Range: One-time fee ranging from $7,500 - $10,000
  • Process: 3 workshops with your team
  • Final Deliverable: Narrative and messaging guide focused on your target market
Visual Branding
  • Fee Range: One-time fee ranging from $2,500 - $10,000
  • Process: 3-4 workshops with your team
  • Final Deliverable: Complete visual branding guide with logos of all file sizes and formats
Sales Collateral:
  • Fee Range: One-time fee ranging from $1,000 - $5,000
  • Process: 1-2 workshops with your sales team to define highest priority needs
  • Final Deliverable: Sales documents (presentations, 1-pager PDFs, etc)

Phase 3

Ongoing Marketing Strategy & Execution

Fee Range: $3,500 - $20,000/month
90 Days

How quickly do you want to grow?  Maximize your desired monthly marketing spend with the right tactics.

Throughout the execution phase, we’ll analyze results, track progress, and refine your strategy to make the biggest impact.

Meet with us 2-4 times a month to co-strategize, prioritize, and execute on what your business needs. We’ll share visuals clearly showing what has been completed and what is in progress.

Ready to fuel referrals and get more leads? Book your strategy session today!

Let’s talk about your challenges, and whether we'd be a potential fit, during a 30-minute strategy session.