Crafting your Firm’s Marketing Formula for Success.

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 industry best practices can serve as a starting point, each firm must discover its own unique formula for success that takes into account their ideal client, the geographic market, and the personality of the firm and its advisors.

We developed a structured approach that guides independent financial advisory firms through a step-by-step process that engrains marketing into your firm’s DNA. By systematically addressing each area of marketing, we are able to help you discover your unique marketing formula. The result is a focused and efficient marketing strategy unique to your firm.  

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The Kaleido Scope

Kaleido Creative Studio works with a select number of independent Registered Investment Advisors at one time to develop and implement a comprehensive marketing platform. The foundation of our work together centers on the Kaleido Scope. Based on more than a decade of experience working with independent RIAs, the Scope is built to encompass the breadth of marketing initiatives firms use to grow their businesses.

The scope addresses seven key areas of financial advisor marketing:

  1. Framework

  2. Client Referrals

  3. Center of Influence Referrals

  4. Online Marketing

  5. Thought Leadership

  6. Community Awareness

  7. Conversion