About | Financial Services Marketing | The White Label Creative

Marketing teams running tactics without a strategy. Leadership that knows something isn't working but can't pinpoint what. A revolving door of agencies that execute without understanding the business. Junior hires asked to do senior-level work. Six-figure annual spend with no one connecting it to revenue.

We've seen these patterns across dozens of companies, asset managers, RIAs, wealth management firms, and growing B2B companies navigating the same growing pains. The specifics change. The underlying problems don't.

We close that gap. Not by running campaigns or taking over your marketing department, but by operating at the strategic and structural level, diagnosing what's broken, building the systems to fix it, and connecting marketing to the part of the business that generates revenue.

We audit first. Then we build. That's the model, every time.

Lindsay White · Founder

02The founder

Founded by Lindsay White.

The White Label Creative was founded by Lindsay White, a financial services marketing leader with 14 years of experience spanning in-house roles at Raymond James Financial across the trust company, bank, credit solutions, advisory network, and Women's Advisory Network divisions. Seven years consulting for organizations including Raymond James, Wedbush, Capital Wealth Planning, Opal Capital, and Harvard Business School.

The methodology behind every engagement was built inside these firms. Not theorized from the outside.

In-house

Raymond James FinancialTrust · Bank · Credit Solutions · Advisory Network · Women's Advisory Network

Consulting

Wedbush · Capital Wealth · Harvard Business School& others · Seven years of consulting engagements

Credential

FINRA Series 7Licensed; speaks the language of the business

Experience

14 yearsIn financial services marketing

03The team

The team behind the work.

Every engagement is delivered by specialists, people who know their discipline inside and out, whether that's marketing strategy, brand development, digital infrastructure, or creative execution. No junior staff learning on your account. No handoff to someone you haven't met. The model is intentional: experts at every level, with an implementation team that builds what comes next.

We've seen this before.

Founded by Lindsay White.

The team behind the work.

Built for firms that need marketing leadership, not another vendor.