The Financial Advisor Digital Quarterback
Personalized Full-Scale Marketing Plans For Financial Advisors
"We’re not going to talk about what we’re going to accomplish. We’re going to talk about how we’re going to do it."
– Nick Saban
Personalized Advisor Marketing Strategies
for Clients in the Cincinnati, OH Area
You're an expert at guiding your clients toward financial freedom. But who's guiding your firm's growth? As a financial advisor, your time is best spent building relationships and managing portfolios, not wrestling with marketing complexities. That’s where we come in!
The Digital Quarterback develops and executes comprehensive marketing strategies tailored specifically for financial advisors such as financial advisor content marketing and financial advisor SEO services to financial advisor lead generation and regulatory-compliant execution. We handle the entire marketing playbook, from strategy and content creation to lead generation and compliance-friendly execution. Think of us as your dedicated marketing partner, committed to helping you attract your ideal clients and scale your practice efficiently.
We offer a suite of integrated financial advisor digital services designed to build a powerful and cohesive digital presence for your firm.
Benefits of working with ME
(There's a lot!)
#1
SPECIALIZED Service + BUSINESS OWNER
It's not about punching a clock; it's about two business owners teaming up, fueled by a shared passion for finance and a drive to see your practice thrive.
#2
PERSONALIZED SERVICE
Forget the endless account managers and impersonal service of big agencies. With me, you get direct access, personalized strategies, and a partner who's fully invested in your success.
#3
EFFICIENT PRICING
Working with me means you're not paying for a large agency with overhead costs. You'll get focused attention, flexible pricing, and maximum value for your marketing investment.
My 3-Step Process
Choosing a marketing partner is a significant decision. Unlike large, impersonal agencies that treat you like just another account number, we offer a fundamentally different experience with customized RIA Digital Marketing and RIA Growth Marketing programs. We operate as an extension of your team, providing the focus and dedication of a full-time marketing director at a fraction of the cost. We've refined our approach into a clear, three-step process that turns marketing chaos into a streamlined, results-oriented system.
Our goal is to build a powerful marketing engine that runs for you, freeing you to concentrate on your clients.
Step 1
Drafting the Playbook (Strategy Setup)
The first step in our partnership is all about strategy and discovery. We'll start with an in-depth session where I listen to your goals, your unique vision, and the specific challenges you're facing. My focus is on deeply understanding who your ideal client is, what makes your firm different, and what your existing marketing looks like. Together, we'll lay the groundwork for a scalable, efficient, and authentic digital presence.
What you'll get: a clear digital marketing roadmap tailored specifically to your practice. This isn't a one-size-fits-all plan. It's your custom playbook that will guide all of our efforts and ensure we're targeting the right people with the right message.
What you can expect from this step:
- A custom digital marketing plan that aligns with your business goals
- A clear brand strategy that amplifies your unique voice
- A defined sales funnel and lead generation strategy
- A comprehensive content strategy (blog, video, podcast, newsletter)
- A clear roadmap for your CRM system setup
Step 2
First Game (Execution)
With the playbook in hand, this step is all about building the technology and systems that will automate your marketing. My back-end team and I handle the heavy lifting, taking the strategic plan and turning it into a well-oiled machine. This is where we ensure all your digital pieces are connected and working together seamlessly.
What you'll get: a fully integrated digital engine that simplifies your day-to-day. We'll set up and configure all the necessary tools and platforms, creating a seamless experience for both you and your clients.
What you can expect from this step:
- Full CRM system setup and integration
- Website design, updates, and hosting
- Automation of workflows and lead nurturing sequences
- Seamless integration of your website, CRM, and social media
- Email marketing templates and landing pages
- Podcast and video production setup
Step 3
Season Game Plan (Optimize & Expand)
This is the ongoing partnership phase, where we consistently execute the playbook and deliver results. My team and I take care of all the day-to-day work, from creating content to scheduling posts, freeing up your time to focus on serving clients. We believe marketing is an ongoing cycle of testing, learning, and refining.
What you'll get: a consistent stream of content, actionable insights from data, and a clear return on your marketing efforts. We’ll be your dedicated digital partner, constantly tracking and optimizing to ensure your practice consistently moves the ball forward.
What you can expect from this step:
- Consistent content creation and distribution (blog, video, social, email)
- Regular social media scheduling and management
- Performance tracking and data-driven insights
- Continuous optimization of your campaigns for better results
- A full-time marketer's support at a fraction of the cost
- A marketing plan that is regularly reviewed and updated as your business evolves
“MORE THAN ANYTHING, I WANT YOU TO WALK AWAY UNDERSTANDING WHAT MY SERVICE TRULY OFFERS.”
- TREVOR GARGANO, OWNER
CONTACT US TODAY
TO SCHEDULE A MEETING!
Stop spending valuable time on marketing tasks that pull you away from what you do best. Let's team up to build a marketing playbook that drives growth, attracts ideal clients, and positions your firm for long-term success.
Schedule a free, no-obligation discovery meeting to learn about our digital services and how we can become your trusted financial advisor marketing playmaker.
Email: Trevor@trevorgargano.com
Phone: 513-739-2258
Address: Cincinnati, OH 45227
Hours: Monday-Friday 9AM-5PM EST
