Who we are
We are a boutique marketing agency specializing in done-for-you marketing for financial advisors.
Our team transforms marketing challenges into results-driven solutions. We implement strategies, producing engaging white papers, striking presentations, and tailored email campaigns (and more!) without adding to your to-do list.
Don't just take our word for it—look at the numbers:
81% increase in email engagement rates
Increased organic impressions over 500k, increasing client visibility and thought leadership
$5.5 billion in PR value and $6.1 billion in broadcast exposure secured for one client alone
TRUSTED BY
Say hello to your new marketing team
At The White Label Creative, we offer a unique solution for advisors' challenges with traditional agencies. With years of marketing experience in broker-dealers, our team understands these issues firsthand. We are dedicated to transforming the industry and providing you with the best marketing service.
When you work with us you get your very own team of
Fractional CMO
CopyWriters
Designers
Digital Marketers
Our Solution:
Let Us Handle It All
Our Done-for-You Marketing service gives you a professional marketing strategy, executes it smoothly, and delivers real, measurable results—all while you focus on your clients.
Say goodbye to...
Time wasted on marketing that fails to resonate
Generic strategies that aren't tailored to your business.
The looming marketing tasks on your to-do list.
Say hello to...
A marketing partner that gets your industry.
Top-notch deliverables that enhance your brand and engage your audience.
More time to focus on what matters most: your clients.
We understand that marketing can feel like a chore, taking valuable time that could be spent with your clients. You need a solution that is effective and doesn't demand constant oversight.
Now you’re ready for an agency that takes care of everything.
With us, you can expect:
- Strategies designed specifically for financial advisors.
- Marketing handled by experts, so you won’t have to lift a finger.
- Clear, measurable results provided consistently.
Kesia Sondrini
Capital Wealth Planning
"The White Label Creative serves as our outsourced Marketing Department and does a fantastic job at keeping all of our ducks in a row. Lindsay comes forth with tactical direction and helps us grow our business through strategic marketing and content initiatives!"
Chase Lee
Doxa Capital
"Working with The White Label Creative was incredible. I highly recommend them for any marketing campaign. Very knowledgeable, efficient, clear & communicative. We really couldn't have hoped for better."
Christopher Berté, CFP
Signet Financial Management
"The White Label Creative is an absolute pleasure to work with. They write great content for a financial services campaigns with little to no guidance. I would definitely recommend working with them!"
Lindsay White
Founder
Lindsay White is the founder of The White Label Creative, a marketing agency aiding financial services firms in navigating complex regulations. With Silicon Valley roots and corporate marketing experience, she merges strategy and execution to achieve growth for clients.
Lindsay holds a Bachelor’s in Finance with minors in Communications and Hospitality from Florida State University, and excels in simplifying complex ideas into valuable content. Her career began at Raymond James Financial, where she led multimillion-dollar units and managed relationships for the Network for Women Advisors, gaining insights into client needs.
At The White Label Creative, she is a hands-on consultant, working with clients to implement data-driven marketing strategies aligned with industry needs. Her FINRA Series 7 designation enhances her ability to connect marketing with compliance seamlessly. Outside work, Lindsay enjoys cooking, skiing, and spending time with her husband and three children, reveling in their exploration of life’s joys.
Marketing That Works While You Focus on Your Clients
Get a tailored marketing strategy and flawless execution—without lifting a finger.
From start to finish, we handle every detail so you can focus on what you do best: growing your business.
Why Choose Done-for-You Marketing?
Annual Marketing Plan:
Every plan is customized to meet your firm’s unique goals and audience.
End-to-End
Execution:
From strategy to execution, we take care of every detail.
Real
Results:
Measurable outcomes that grow your business and elevate your brand.
What's Included in Your Pacakge
We don't just offer strategies—we plan and execute them.
Here’s what to expect:
01
Comprehensive Strategy:
Marketing Strategy Plan
Annual Marketing Calendar (planned to the week)
Action plans for key initiatives and campaigns
Quarterly strategy review and refinement
02
Seamless Execution:
Done-for-you marketing campaigns
Custom branded content & deliverables
Quick project turnaround times
End-to-end management
03
Analytics & Reporting:
Custom KPI Dashboards
Campaign Performance Reports
Actionable Recommendation & Next Steps
Monthly & Quarterly Reporting
04
Access to Experts:
Fractional CMO Guidance
Creative Team Support
Marketing Industry Insights
On-Demand Consultations
Here’s What Sets Us Apart
01
Boutique team, high-touch support.
When you work with us, you gain direct access to a team of seasoned experts, all of whom have years of experience in financial services marketing, ranging from in-house positions at broker-dealers to growing independent RIAs.
02
Custom strategies, no templates.
We don’t believe in a one-size-fits-all approach. Each strategy is tailored to your goals, audience, and brand, ensuring that every campaign is effective and in line with your vision.
03
Execution you can trust.
From white papers and presentation decks to email campaigns and printed materials, we manage everything with precision and efficiency—saving you time and delivering results.
04
Your marketing, your way.
We’re here to partner with you, not to dictate. We work closely together to create marketing that feels authentic, reflects your expertise, and resonates with your audience.
Ready for your own marketing team?