Is Your Financial Services Company Ready to Grow?

Michael L Morrison Marketing, LLC – Marketing Solutions for the Wealth Management & Financial Services Industries.

It has never been harder to market your business. Once, you could buy the occasional newspaper ad, host a seminar and smile and dial your way to success.

Then, all hell broke loose. Do Not Call. The Internet. Social Media. Can-Spam. Financial Crisis. Regulations. And a long list of new things to think about like search engine optimization, content marketing, media fragmentation, segmentation, big data. The list really could go on and on and on. It’s overwhelming, and frankly, most firms just don’t market very well.

Guess what happens to the ones that do?

Starting today, you can build and project a financial services brand that will make you more successful.

It all begins with your brand. Your brand should reflect your company’s values, character and actions. It should provide your market with a clear distinction between you and your competitors. It should embody a story that you and your customers share, a story about performance and results. A story that builds confidence and trust.

Working through our exclusive BrandChek brand discovery process, your firm’s leaders and representative stakeholders will explore what you believe your company stands for, what differentiates it, and why customers choose – and stay with– you. Then, we test those beliefs by asking clients and prospects the same questions. The result is a brand that works where it matters most – with customers.

Connecting your brand with clients and target prospects can be complicated, so we customize our solutions according to your unique requirements and circumstances. Our proprietary BrandConnex strategy plan lays out where we believe your efforts and investment will yield the best results. The plan includes a prioritized list of recommendations so you can choose what works for your business right now. And because the plan is entirely integrated, we can add additional initiatives when you’re ready.

Your company’s BrandConnex strategy plan may include recommendations for any of the following:

  • Collateral development or updates
  • Product marketing
  • Logo design
  • Customized, branded website(s) new or updated
  • Public Relations strategies and crisis management
  • Public Appearances/speech writing
  • Media training and coaching
  • Video production
  • Social Media management and compliance
  • Cause related marketing
  • Event planning and management
  • Strategic planning
  • Strategic Communications – public and internal
  • Inbound marketing/lead generation

The really great part? We don’t just tell you what to do…we actually do it! Any of the initiatives you choose from your BrandConnex plan will be up and running to your satisfaction before we’re done.

Why choose Michael L Morrison Marketing?

First of all, I know your business. Just as important…I know your customers.

With 30 years as business executive, I have worked with wealth management, capital markets and alternative investment firms to build brands and marketing strategies that work. I have been personally involved in the design and implementation of every one of the marketing initiatives in your BrandConnex plan. I love collaborating with business leaders, entrepreneurs and their teams to develop brands and strategies they can believe in and be proud of.

Whether you focus on 401(k) plan sponsors and participants, institutions, the very wealthy or the mass affluent – and regardless of your company’s diversity of business styles (RIA, BD, hybrid, PC and VC firms, Trust Companies, banks, credit unions), the solutions I propose are designed to connect with your most desirable prospects on their terms.