Most advisors didn’t get into this business to become content creators. But that’s what marketing feels like today: constant video pressure, social posts that go nowhere, and endless to-do lists that never get done.
We built Savvy Advisor Marketing to fix that.
Since 2017, we’ve helped independent advisors cut through the noise with custom marketing. Our team becomes your team — designing smart strategy, producing polished content, and making sure the right people see it. We're here to help you connect with your ideal audience, build trust, and grow your business with intention.
We believe trust and connection come first because they’re what lead to bigger numbers and stronger AUM growth. When your marketing focuses on real relationships, everything else follows: better leads, better clients, better results.
Who are you trying to reach? What do they care about?
Your brand and messaging should reflect their world, not just your services. When you know who they are, where they spend time, and what they’re looking for in an advisor, your marketing works harder (and smarter).
What does success look like for you?
More clients? More assets? Better retention? Great — but let’s get specific. Clear goals help you track what’s working and stay focused on what matters. “Do more marketing” isn’t a win. “Add 3 new clients this quarter” is.
Big wins come from small steps.
Want more AUM? Great. But what actions need to happen first... more leads, more booked calls, more assets from current clients? Define the path so you’re not guessing what works.
Yes, those are our pets. And yes, they run the place.
Behind every strategy, caption, and campaign is a human, usually powered by coffee, deadlines, and a snoring dog nearby. Our team is made up of seasoned marketers, writers, designers, and strategists who know the financial industry inside and out.
We keep things smart, efficient, and just a little scrappy. We’re not here to impress you. We’re here to help you grow relationships.
(And yes, we’ll absolutely send you pictures of our dogs if you ask.)
Whether you want hands-on guidance or full-scale support, we’ve built our services to meet you where you are and take your marketing where it needs to go.
If you're ready to grow with strategy, clarity, and a little bit of fun, let’s get to work.
It's been refreshing to have that weight off our shoulders. I feel like I don't do anything. You guys have simplified that so much and it looks so much better.
We took some time to break down what digital marketing firms do, how we get paid, and other concerns below:
You can think about a digital marketing firm equivalent to having your in-house marketing department without paying an entire in-house marketing department (or find desks for all of them). A digital marketing firm usually consists of a team of creative professionals specializing in different fields, such as videography, photography, copywriting for blogs and social media, and graphic design.
Many digital marketing firms tailor their efforts to specific industries, like hospitality, pharma, commercial real estate, fashion, cosmetics, jewelry, etc. Other firms might choose not to specialize in one sector and offer services to a broad range of professionals. If a regulatory board with specific compliance requirements governs your industry, specialty firms usually hold the advantage; the team will usually already be familiar with or used to those requirements.
Savvy Advisor Marketing
Our firm works with wealth management groups and investment advisors on LinkedIn and Facebook posts to webinars and expert interview videos. This team of knowledgeable professionals understands the role of compliance. They work in tandem with clients’ internal or external compliance departments and style guides to ensure everything is up to par.
Digital marketing firms generally charge their clients according to one of the three following rates:
Hourly Rate
Some firms use an hourly rate as the basis for their payment. These firms set an established fee for every hour they spend working on your projects, and you pay them based on how many hours it takes them to complete the project. The advantage to this type of pay scale is that you only pay for the time it takes the team to finish your work, and the breakdown of the hourly rate helps clients understand the final total.
However, clients may disagree with a firm’s hourly rate or question the authenticity of the total hours worked; on the creative side, this type of scale punishes talented employees who harness their energy to produce excellent work in less time. It all gets a bit muddy after a while, so most firms don’t prefer hourly fees long-term.
Project Rate
The alternative to charging per hour is charging per project; firms will set a general rate, or a range, for the project as a whole. For example, you might pay a set fee for them to produce a brochure to hand out at tradeshows, usually including a single round of revisions, with a set rate for each additional round of revisions after that. Project rates are ideal for long-term working relationships: together with the firm, you can determine an ongoing series of projects based on your needs or budget.
The most significant disadvantage to this method is the lack of a breakdown on the project total, especially considering that project rates generally run more expensive than paying piecemeal by the hour. Most firms are willing to explain how they reach their project rate, work with you on payment plans, or adapt your project’s scope based on your budget.
Retainer
The other most common method of payment for a digital marketing firm is a retainer fee. When you pay a retainer fee to a digital marketing firm, you regularly pay a set recurring fee. This rate guarantees that the firm will spend a set amount of hours working for your business per month. You can mix and match the type of projects you need each month without busting your budget.
If you’re only looking for occasional projects, a retainer fee may not be the ideal option for your needs. However, if you want to keep up a consistent social presence and regular posting schedule, having a digital marketing firm on retainer is probably the perfect fit.
We use a hybrid approach. The majority of our services are charged a project rate for a predetermined timeframe. These costs can be seen on our services pages. We use hourly for one-off projects in addition to a service each month.
That’s entirely up to you. You probably don’t need to hire a digital marketing firm if you’re currently happy with:
Even if you are happy with all the things listed above, there’s still a possibility you might benefit from working with a marketing firm. Got a big tradeshow coming up? Ready to redesign the business cards? No time to tackle those and your existing workload? That’s where we come in.
Ultimately, the goal of a marketing firm is to save time and stress. If partnering with a firm creates more stress and eats up huge chunks of time, it’s not a good fit. You benefit from the expertise of professionals who excel at projects that help boost your digital presence and attract new prospects, like creating your video series, designing a webinar, redesigning your website from 2007, or writing content for social posts.
Sure, you can. That’s absolutely an option. However, most marketing firms have teams who review, fact-check, and proofread the final product before sending it to you, along with years of training and work experience.
Working with freelancers can be hit or miss; if the result isn’t what you wanted, you’re out the cost of the time they spent on the project, plus whatever it costs for the next freelancer to fix it. Using multiple freelancers’ services can lead to a stylistic disconnect in your branding, which can be off-putting for prospective clients. Working with family members might be cost-efficient but typically comes with unique challenges and frustrations.
When you choose a digital marketing firm, you choose a team that works with you and shares the goal of seeing your company succeed. You can sit down with them and explain your vision for your newest video series or a website overhaul, and they’ll work with you to see it to fruition. They might even have ideas to streamline your vision and make it more fruitful. That’s the unique advantage you get with a marketing firm: a lineup of talented professionals working with you to achieve your dreams.
If you’re ready to build real relationships, grow your AUM, and stop doing all the marketing yourself alone, let’s chat!
We’ll walk you through how we work and help you figure out if we’re the right fit. 👉
Smart advisors know podcasting is one of the best ways take your firm from service provider to trusted ally. Savvy advisors know it’s not enough to hit “record”-- you have to make sure your audience sees your podcast and is excited to press play.
Scale your success without increasing your workload by learning how to promote your podcast like a pro.
Learn how to build relationships with your target audience through a strong online presence.
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