Marketing for Financial Services

Grow your book of business through marketing strategies that actually work with an agency who speaks your language.

Ready to see results?

TRUSTED BY

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Who we are

We are a boutique marketing agency specializing in marketing for financial services.

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

OUR PACKAGES

We deliver clarity, impact, and results—strategically crafted, seamlessly executed.

Here’s what WE OFFER:

01

Quarterly Content Kit

$2,500 per quarter

Strategic quarterly content calendar

12 content outlines & execution briefs

Quarterly strategy & insights call

Actionable performance insights

02

Social Insights Audit

$1,250

Custom analytics benchmarking report

Insight-driven recommendations

Actionable growth opportunities

Fast-turnaround social audit

03

LinkedIn Authority Builder

$1,500

Profile optimization & recommendations

Customized 30-day content roadmap

Weekly LinkedIn post outlines

Personalized engagement SOP

04

Visibility Strategy

$1,500

Comprehensive marketing audit

90-minute strategic deep-dive call

Custom 90-day visibility roadmap

Final walkthrough and clarity session

05

Monthly Email Newsletters & Sales Insights

$1,000 per month

Tailored monthly newsletters

Custom sales call lists with talking points

Detailed analytics reports

Expert marketing support

06

Fractional Marketing Department

starting at $3,500 per month

Monthly strategic alignment session

Done-for-you monthly content

PR & visibility coordination

Monthly analytics & insights reporting

Need something else? Just ask! We are happy to put together a custom package for you!

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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!"

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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."

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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!"

Say hello to your new marketing team

At The White Label Creative, we offer a unique solution for your challenges working with traditional agencies. With years of marketing experience in financial services, 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

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.

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It’s Time to Outsource Your Marketing.

Let us handle the strategy and execution while you focus on what matters most.