Knowledge Gleaned From DECADES Of Experience
Few companies have the knowledge, skills, and experience required to craft marketing strategies for financial firms. Over the years we have worked with financial services and FinTech companies of every size. Our engagements have allowed us to help thousands of financial advisors, insurance agents, and asset management wholesalers grow their businesses while enabling their parent companies to thrive in the new digital marketplace.
We have worked with Fidelity Investments, Morgan Stanley, Lincoln Financial, Ameriprise, American Portfolios, Ameritas, SSN, Next Financial, Penn Mutual, State Street, Pearl Capital, Skybridge Business Funding, Cedar Capital, TCG Group Holdings, and Buzz Indexes, as well as technology providers like OutboundEngine, Eventus Systems, Peeptrade, Financials OnTap. What we discovered in working with these firms and their professionals is that there is a huge opportunity to grow the client base, increase share of wallet, and improve client retention simply by employing sound digital marketing strategies.
“Today’s financial professional needs digital marketing like he or she needs oxygen. Prospects, clients and referral partners are all using digital tools as fundamental components of their day to day lives. Financial pros need to be right there with them in a meaningful way. ”
Mike Langford, Founder & CEO
Tailor-made Founder
Mike Langford is a rare breed. His skills and experience uniquely bridge the financial services and the digital marketing world. As a 25 year veteran of the financial services industry and a pioneer in the use of digital marketing for financial professionals in their practices Mike has had the tremendous honor to work with world class firms in the retail and institutional business lines.
Mike's passion and commitment to the financial professional population is well known throughout the industry. He is a frequent keynote speaker on the topics of digital marketing, social media, digital video and mobile strategy at events sponsored by broker dealers, wire houses, asset management firms and others with large populations of distributed financial professionals.