How to Become a Client
At Wealth Management Marketing, we work with clients we believe we can truly help over the long term. Our philosophy is that taking time to evaluate the working relationship will ultimately lead to the best results for our clients. In order to ensure we are a good fit for your business, we use the following engagement process:
Step 1: Prospective clients should fill out the contact form to schedule an initial 30-minute introductory call.
Step 2: During the introductory call, we discuss your situation and the services offered by Wealth Management Marketing.
Step 3: You receive an introductory package that contains a detailed list of services offered by Wealth Management Marketing and explains what you can expect from a relationship with us.
Step 4: After reviewing the introductory package, you determine if Wealth Management Marketing may be a good fit for your firm and schedule an assessment call to further evaluate a possible partnership.
Step 5: During a 30-minute assessment call, we'll discuss any further questions and evaluate a potential partnership.
Step 6: Based on the results of the assessment call, you’ll receive a proposal for services if the partnership is determined to be a good fit. If we feel we can't meet your current needs, we'll provide a referral to another company that can better serve you.
Step 7: You return the signed proposal and we schedule the first marketing plan meeting with you to develop your annual plan.
Fill out the contact form to schedule your introductory call.