Discover Your Firm’s Unique Formula

Each Registered Investment Advisor is unique when it comes to which marketing strategies will work for the firm. Methods that are wildly successful for one company may fall flat for another. While financial industry best practices can serve as a starting point, each firm must discover its own formula for success that takes into account their ideal client, the geographic market, and the personality of the firm and its financial advisors.

At Kaleido Creative Studio, we guide independent RIAs through a structured, step-by-step process that solves the question of which combination of marketing initiatives will:

  • Produce a consistent flow of new, qualified prospects; and

  • Provide growth opportunities for other financial advisors in your firm.

By systematically addressing each of the areas RIAs use to grow their businesses, we are able to help you discover your unique marketing formula for success.

Click to Expand Marketing Wheel

Click to Expand Marketing Wheel

The Marketing Wheel

The foundation of our work together centers on the Kaleido Marketing Wheel. Based on more than a decade of experience working with Registered Investment Advisors, the wheel is built to encompass the breadth of marketing initiatives firms use to grow their businesses. We use the wheel as our guide so that no stone is left uncovered in the process of discovering your firm’s unique marketing formula.

The wheel addresses 72 modules within seven key areas of financial advisor marketing:

  • Framework

  • Client Referrals

  • Center of Influence Referrals

  • Online Marketing

  • Thought Leadership

  • Community Awareness

  • Conversion


During each module, we provide creative and strategic support to develop and then maintain each of the various initiatives.

  • Blogs

  • Branding

  • Content development

  • Copyediting and proofreading

  • Digital marketing

  • Direct mail campaigns

  • Email marketing

  • Graphic design

  • Live and online event support

  • Marketing copywriting

  • Marketing strategy

  • Messaging development

  • Pitchbook development

  • Press release writing

  • Search engine optimization strategies

  • Social media marketing

  • Videos

  • Website development


Our all-inclusive program is priced as such so Kaleido Creative Studio is empowered to implement the strongest strategies for your firm without having to constantly renegotiate or nickel-and-dime. Our monthly retainer is calculated based on assets under management and the number of financial advisors:

  • Firms under $100 million in AUM with two or fewer advisors: $3,750/month

  • Firms with $100 million or more in AUM with four or fewer avisors: $5,000/month

  • Price per additional advisor over four: $500/advisor/month

 Contact us to schedule a 30-minute introductory call.