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Independent Marketing for Independent Advisors

info@wmmktg.com

Services

Outsourced Marketing Services

Marketing is an important part of any business, but not every firm has the time, skills or staff to implement a comprehensive marketing plan. Wealth Management Marketing acts as your in-house marketing department. We oversee the implmentation of your marketing plan throughout the year. Our services include, but are not limited to:

  • Marketing Plan Development
  • Graphic Design Services
  • Copy Editing
  • Email Marketing
  • Continuing Education Course Certification for CPAs and Attorneys
  • Client Feedback Campaigns
  • Social Media Marketing
  • Networking Strategies
  • Drip Marketing Campaigns
  • Special Event and Workshop Coordination
  • Direct Marketing Campaigns
  • Marketing Collateral Development
  • Marketing Campaign Research

Please see the Packages page to learn more about how we deliver these services to you.