Strategy First Engagement

Why you need strategy before tactics.

Do any of these problems exist in your RIA today?

You might be trying to connect with anyone and everyone. You feel like your RIA is a commodity. You’re not sure what tactics make sense right now. You seem to be attracting the wrong types of clients. You are struggling to stand out from your competitors.

The answers to the problems above aren’t found in SEO, Social Media, or Web Content – these are strategy problems and they can only be addressed with strategy solutions.

7 Steps in a Strategy First Engagement

Initial Getting Started Discovery Meeting – During this call we’ll learn about your current marketing efforts as well as future goals and objectives.

Core Message and Ideal Client Persona Development – We’ll interview 5 ideal clients to discover your most effective competitive advantage. You will receive access to interview summaries, ideal client profiles, and our recommendation for a core marketing message that will allow you to stand out from the competition.

Editorial Plan – Based on our keyword research we’ll build a content strategy using our “hub” pages approach that will allow you to map out 6-12 months of content as part of your ongoing marketing efforts

Customer Journey Map – Using our proprietary Marketing Hourglass method we’ll help you create a roadmap of suggested marketing tactics for each of the phases of the customer buying journey: Know, like, trust, try, engage, repeat and refer.

Competitive Landscape – We’ll study your biggest competitors and create high-level summaries and a report on their marketing strengths and weaknesses.

Priority Growth Recommendations – From our research and an audit of your existing marketing and online presence, we’ll recommend the highest-impact activities you need to consider fixing or implementing today.

Presentation of Findings – Once we complete our work we’ll schedule a time to meet with you and your team via video chat to deliver the items above and map out what we believe is the best strategic approach for you to take with your marketing. From this point, you’ll have several options for how you put our recommendations into action. We can teach you or your team to do it or we can do it for you.


The entire process takes about 30-40 days and involves three meetings with you and your team.

When you receive our strategy findings you’ll have a clear direction for standing out and attracting the ideal client and a roadmap of the most effective tactics to support your strategy.

Price: $2,500

Featured Clients

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