TRUSTED BY
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!
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!"
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.
