Let's show them what being a fiduciary is all about.

A successful marketing campaign requires a talented creative team to manage the workflow and to keep your brand consistent across all platforms. With design, content, social media, and website experts at your fingertips, implement your ongoing marketing strategy with ease.

Marketing design
and direction
perfectly packaged

  • Collective 20+ years of marketing experience
  • Utilize the best of your FinMarketing systems
  • Creative experience with both Adobe and Canva
  • Leverage the power of our team's industry and planning experience
  • Connect with your audience through ongoing brand implementation

Diversify your
content creation

Each Nifty team member specializes in different areas of marketing strategy and content creation. With our diverse team, we bring the best minds alike to create the perfect marketing strategy just for your firm.

  • Graphic design

  • Copywriting

  • Blog writing

  • Podcast editing

  • Video editing

  • Website maintenance

  • Social media management

  • SEO Optimization

  • Marketing Strategy

Writing experts with true financial expertise

  • Blog writing

  • Website copywriting

  • Social media copywriting

  • Collateral copywriting

  • Webinar or event descriptions

  • Digital ads

  • Email campaigns

  • Newsletters, etc.

Strategic Programs

Bronze

One-time 30-day set up fee $800

Requires 3-month commitment

  • Custom Brand Guide

  • SEO Optimization

  • Social and Web Analytics

  • Quarterly Written Observations

  • Quarterly Strategy Meeting

  • 1 Blog, 500-700 words/month

  • 2 Social Media Posts/week

  • 1 Newsletter, up to 700 words/month

  • Does not include virtual assistance

Starting from

$1,400/month

Silver

One-time 30-day set up fee $800

Requires 3-month commitment

  • Custom Brand Guide

  • SEO Optimization

  • Social and Web Analytics

  • Quarterly Written Observations

  • Quarterly Strategy Meeting

  • 2 Blogs, 500-700 words/month

  • 3 Social Media Posts/week

  • 2 Newsletters, up to 700 words/month

  • 5 Hours of Virtual Assistance for Custom Needs/month

Starting from

$2,500/month

Gold

One-time 30-day set up fee $800

Requires 3-month commitment

  • ​Custom Brand Guide

  • SEO Optimization

  • Social and Web Analytics

  • Quarterly Written Observations

  • Quarterly Strategy Meeting

  • 3 Blogs, 500-700 words/month

  • 5 Social Media Posts/week

  • 3 Newsletters, up to 700 words/month

  • 10 Hours of Virtual Assistance for Custom Needs/month

Starting from

$3,900/month

Image by Diego PH

Rather DIY than Strategize?

  • Dedicated marketing virtual assistant
  • Minimum of 12-hours per month for $65 per hour (by retainer)
  • Excess hours above retainer amount for $80 per excess hour
  • Retainer hours do not rollover
  • Requires only monthly commitment
  • Can be used in addition to your Strategy Package