We understand marketing for Financial Advisors and Wealth Management firms because our leadership used to own an RIA with 9 figures in AUM. Whether we are the CMO for the CEO, or the assistant for the Financial Advisor, we know we can drive business, build your client base, product sales, AUM and give you a long-lasting brand that you’ll be proud of.
This is your chance to hire the most talented CMO in the Wealth Industry for less than half the cost of a traditional employee.
Then we’ll take care of everything.
Here are just a few ways we’ll
help build your business
We’ll take care of your immediate needs, anything under the marketing umbrella.
We’ll custom tailor a Strategy towards your vision, ROI demands and goals.
We become an extension of your team, and get as integrated into your business as you allow us too!
It is time for you to relieve yourself of all the pressure of bringing quality opportunities to your door, so you can focus on what you do best. SELL. You can sell, you can make relationships, but you’re not a marketing expert. We’re both an expert in the Wealth Industry and in Marketing. Here is a small sample of what we can handle on your behalf.
Everything we need to accomplish within 12 months.
Taking your business to the next level of closed units and profitability.
How to make your mark on the world, locally, regionally or nationally. We dream big!
EMA IS THE ONLY WEALTH SPECIFIC MARKETING AGENCY
THAT CAN HANDLE ALL YOUR NEEDS UNDER ONE ROOF.
FINANCIAL FIRM OR FINANCIAL ADVISOR BRANDING
ADVISOR LEAD GENERATION
FINANCIAL ADVISOR RECRUITING
WE CAN HELP YOU RECRUIT:
WEB AND TECHNOLOGY
SEARCH ENGINE OPTIMIZATION
FOR WEALTH COMPANIES
SOCIAL MEDIA AND CONTENT
WE WILL CREATE THE STRATEGY, CALCULATE POTENTIAL ROI AND THEN EXECUTE IT.
PRICING & PLANS
We have two pricing plans, and the pricing varies by headcount of your business.
With our CMO Service, we become an extension of your business, your Chief Marketing Officer, who is primarily responsible for your brand, strategy and generating quality business opportunities. We aim to take everything marketing off your plate, to leave you what you do best, which is close business. During the first 30-45 days, we’ll of course take care of any immediate needs that you have, but we will also do a thorough evaluation and build a short, medium and long term strategy to move forward with. The strategy is custom tailored to your business and vision for your company or business.
ALL IN ONE – Chief Marketing Officer Service:
The EMA All in One Program, is the same CMO service as above, however all services (Web Site Design, Lead Generation, E-mail Marketing, SEO, Social Media Management, and a lot more) is INCLUDED in the brochure cost. This program is for companies that really want it all, and would like to FIX their marketing cost all under one monthly price. It is truly a revolutionary product for the wealth Industry.