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What to look for in a financial services marketing agency


Download your copy of a sample resume from an outsourced marketing agency. 

For RIAs ready to take their firm to the next level, marketing is one of the most powerful ways to drive accelerated, sustainable and meaningful growth.

But building a marketing program from the ground up can quickly become overwhelming and expensive. To be successful in financial services marketing is to be comprehensive, which requires:

  • Customer and competitor research
  • Deep industry knowledge
  • Multi-channel strategic expertise
  • Creative execution (including content, design and web development)
  • Ongoing reporting and data analytics

Especially considering the nuances of financial services marketing, made all the more complicated by SEC regulations requiring reviews of materials, adherence to SEC fairness standards and books and records requirements, hiring a single marketer won’t move the needle – and trying to build a team in house will likely blow your budget, not to mention take months or years to ramp up.

The answer could be working with a properly qualified outsourced marketing agency. For the cost of hiring one marketing director, you can access a full-service team of professionals spanning strategy, creative, analytics and more. Don’t forget to conduct your required due diligence and address accountability for marketing sign-offs.

But with thousands of marketing agencies to choose from, how do you find the right fit for your firm and your goals?

In the downloadable (see left side), we’ve broken down a sample resume from an outsourced marketing agency, including the keywords your firm should be looking for as you vet potential growth partners.

This blog is sponsored by AdvisorEngine Inc. The information, data and opinions in this commentary are as of the publication date, unless otherwise noted, and subject to change. This material is provided for informational purposes only and should not be considered a recommendation to use AdvisorEngine or deemed to be a specific offer to sell or provide, or a specific invitation to apply for, any financial product, instrument or service that may be mentioned. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of AdvisorEngine and are subject to change without notice. AdvisorEngine makes no representations as to the accuracy, completeness and validity of any statements made and will not be liable for any errors, omissions or representations. As a technology company, AdvisorEngine provides access to award-winning tools and will be compensated for providing such access. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related investment services.