Wealth Matters is a full-service consultancy that provides wealth management marketing and communications services to boutique, independent advisory firms. We work with you as part of your team – essentially giving you a marketing and public relations department for less than it costs to hire one employee. In our ongoing work with you we cover the basics, plus everything else that comes up along the way.
If marketing in the digital age makes you stop and scratch your head, you are not alone. We are here to help, however you need.
Unique. Differentiating. Targeted. From naming the firm, to the logo, to the website – make sure it all works together and looks professional.
Identify and creatively cultivate the channels that will reach your target audience.
To your employees, clients, centers of influence and colleagues – and everyone in between. Timely. Relevant. Powerful.
Provide information, cross-pollination, networking and cocktails – all in one sitting.
Want to be a thought leader? Talk to the media. We can help you do that.
Sounds simple, but mapping it all out can make a world of difference.