Your prospects are active online. You should be too.
Why Summit Advisor Marketing?
Financial Advisors come to us with a wide range of marketing needs. At the core of it, they really want these 3 things:
Be Findable on Google
Did you know 67% of the buyer's journey is done online? The first thing someone does after they hear about you? They Google you.
We see a lot of advisors upgrade their websites and they are BEAUTIFUL. The problem is, web developers are typically not SEO experts. What good is a beautiful website if no one can find it?
Create Meaningful Engagement With Their Audience Online
Many advisors gauge marketing ROI on how many leads come in. We gauge it on meaningful engagement. Advisors who focus on adding value, utilizing digital marketing to do so, will see their audience increase, more referrals, and a greater influence which is a more organic and sustainable path to long-term growth.
Increase Referrals
You might have heard the saying "if you aren't online, you don't exist." One of the outcomes of having a strong digital presence is an increase in real-world referrals. We utilize proven methods to help you stay in front of, and top of mind with your audience while adding value to their online experience. Advisors targeting Baby Boomers or next-gen will find great benefits from consistent digital marketing.
Digital
Marketing
Done Better.
StoryBrand-Certified and FINRA-Registered, we know marketing for the finance industry so you don't have to.
Most advisors know they need good digital marketing but lack the time and expertise to know how to do it. At Summit Advisor Marketing, we understand how difficult it is for advisors to find time to learn and implement effective marketing strategies.
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Our approach is to come alongside advisors who either need full-service digital marketing or fill specific gaps in their marketing efforts such as website design, SEO, digital advertising, video content creation, social media, and email marketing.
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Digital marketing doesn't have to be a thing to simply check off the box. It can be a deeply meaningful way of engaging with new prospects and current clients.
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Our services will help you sustain long-term growth and free up your time to do what you do best. But don't just take our word for it, ask our clients who have landed on the Forbes Best-In-State Advisor list, Five Star Wealth Advisors, or Inc. Magazine's list of fastest-growing private companies in the country!
Our Clients Have Been Featured In
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Hi,
I'm Josh.
As a StoryBrand Certified Guide and holding my FINRA Series 7 and 66 securities licenses, I started Summit Advisor Marketing because after spending over 15 years in the financial services industry, I saw how critical digital marketing is in today's world and how often it is neglected.
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It makes sense.
As a successful advisor, your priority is your clients' success and growing your business -- as it should be. You have to stay on top of industry laws and regulations, keep up on investment strategies, know the ins and outs of your client's financial situation, and... oh yeah... be an expert economist with a crystal ball.
You shouldn't have to try and be a digital marketing expert on top of all that.
The team at Summit Advisor Marketing is here to take the burden of digital marketing off your shoulders to allow you to get back to doing what you love: helping clients achieve success on their financial journey.
Summit Advisor Marketing, LLC
31 E. 8th St, Suite 200
Holland, MI 49423
Tel: 616-741-1525 | jwillink@summitadvisormarketing.com