WORK WITH US
Journey of working together
Meet and Greet:
A quick call with the TWLC team, to assess your marketing needs and if we are a good fit in working together. We are going to spend some time diving into who you are, who you serve, and what your product or services suite looks like. Then we can figure out where you fall in the marketing journey. You might start at the very beginning of the marketing journey… or jump right to the creative execution phase!
Brand + Vision
Your brand and vision are how you connect your content to your audience. If you can put forth a refreshingly relatable and honest brand presence, your firm will grow with integrity. We will work with you to create a brand presence that is brought throughout all your content. We will establish your brands Vision Statement, Mission Statement, and Core Values. Then bring these different aspects through our subsequent marketing.
Marketing Research
As a business who values the impact of great research, we start each engagement with a breakdown of the competitive landscape for our clients. We’re able to provide an inside look into the techniques other firms are having success with, and guidance on which solutions provide the best ROI for your individual goals.
Marketing Strategy
Whether you’re an investment manager, wealth advisor, tax planner, or broker, your clients come to you for an individualized strategy. We understand the importance of having a plan in place, and create quarterly and annual marketing strategies for our clients.
Creative Execution
We have a brand, we made a plan, now it is time to execute. We work in tandem with your team to create content and marketing pieces that will work with your internal processes. That means we will be in communication with you, your compliance team, your internal marketing team, and anyone else that needs to be brought into the process. That way we will be able to create effective and efficient marketing materials that not only you are happy with, but the regulators are too.
Launch & Analyze
The best part about hiring a marketing team… when your new marketing plan gets launched. We help you get your content or marketing initiative launched into the best channels for your audience. We then start analyzing the data and marketing insights that come in. We deliver you a data analytics dashboard so that you can see how your marketing is working. We also deliver segmented leads lists that can be utilized by your sales team to build deeper relationships with your audience.
Refine
Post-launch TWLC takes a look at what is working, and even what is not working, within your marketing endeavors. We then refine and tailor our strategy from there. And continue working with you to meet your marketing and business goals.
Brand + Vision
Your brand and vision are the very first thing your audience or clients will see. How you connect your content to your audience is vital to staying relevant, being remembered, and ultimately being selected to do business with.
SERVICES INCLUDE
Vision Statement
Mission Statement
Core Values
Brand Messaging
Designed logo, imagery, colors and typography
Content-sharing concepts
Marketing Research & Strategy
Great research is vital to a successful business. We work with you to determine what marketing research is pivotal to your business success. We take a holistic approach to your business goals, and create a marketing strategy that will achieve them.
SERVICES INCLUDE
Marketing Research
Marketing Strategy Plans
Content Strategy Plans
Organizational Planning
Resource Planning
Creative Execution
Think of this as the tangible marketing deliverables. The social media posts. The 1-pagers. The newsletters. The market commentary. And so much more! Below you will find a list, but this is just the tip of the iceberg, we will work alongside you to make any of your marketing visions come to life.
SERVICES INCLUDE
White Papers
Websites
Social Media
Paid Social
Blog
Email Marketing
YouTube Management
Paid Media Releases
Pillar Content Development
Podcast Management
Pitch Decks
Webinars
1-pagers
Fact Sheets