Solutions for
Registered Investment Advisors

RIA marketing solutions KSGilmore Consulting.jpg

"Firms that identify ideal client personas and value propositions gain 26% more new clients and 41% more assets from new clients.”

Source: 2018 RIA Benchmarking Study, Charles Schwab


We Can Help

Our marketing solutions are designed to help RIAs target their ideal clients.

At KSGilmore Consulting LLC, we understand that RIAs need to create meaningful touchpoints to bring in their ideal clients. RIAs need help staying top-of-mind with clients, prospects and COIs.

But as your business grows, how can you keep up with the demands of marketing? 

That's where we come in. We help RIAs earn trust, build referral relationships and drive revenue. We provide high-touch, high-impact marketing solutions.

KSG Financial Industry Services.jpg

Our Services

  • Brand analysis and improvement plans.

  • Pitch deck design and copywriting.

  • Email marketing design, distribution and reporting.

  • Website design, copywriting and user experience analysis.

  • Blog management and content development.

  • Cohesive content systems that align presentation materials, website, newsletter and social media tools.

Accelerate Growth


We understand that RIAs have unique marketing challenges. That’s why we built our 26-page e-book on what RIAs need to accelerate growth.

Our e-book is meant to help RIAs — both new firms and those who have been operating for years — understand what it takes to create and sustain a strong brand.

Inside, you’ll learn about essential marketing elements for RIAs, and what established brands can do to take their marketing to the next level.


Our Work


Taking an RIA Firm to the Next Level

C.W. O’Conner Wealth Advisors, Inc.


The team at KSG supported CWO in creating a comprehensive brand solution. The project began with an in-depth listening session where the team at KSG could learn more about CWO and develop a stronger understanding of their firm. From there, the KSG team crafted a unique value proposition and brand voice for CWO that demonstrated the dedicated team service that the firm has always provided.

Services Included

  • Brand Voice and Value Proposition 

  • Content Production 

  • Project Management 

  • Website UX Development and Design

  • Print Layout and Design

  • Email Marketing

  • LinkedIn Branding 


Brand in Action

Fi3 Financial Advisors


KSGilmore Consulting LLC was initially engaged to put the existing Fi3 Financial Advisors brand into action, and to align the marketing and business development efforts. The firm had invested in a professionally designed logo, yet it did not have the tools in place to bring the brand to life.

The KSG team came in and put a fresh look and feel on the Fi3 pitch deck, designed custom graphics to tell the story of the Family CFO model, and created icons to visualize each type of Fi3 client. We created new messaging to align marketing with business development and prepared new bios for each team member. From there, we put a cohesive brand in action by aligning the pitch deck with the website, created a corresponding enewsletter, and branded LinkedIn profiles for the Fi3 team.

Services Included

  • Brand analysis and plan for improvement.

  • Pitch deck design and copywriting.

  • Newsletter design and implementation.

  • Website design, copywriting, and user experience analysis.

cover photo.png

Demonstrate Expertise

New England Investment & Retirement Group


New England Investment & Retirement Group Inc., a wealth management firm, recognized that many of its second-generation clients were preparing to care for their aging parents. NEIRG wanted a guide to educate their clients on the financial aspects of caring for parents as they age, as well as establish the firm as a thought-leader on the topic.

Services Included

  • Assessment of white-label resources.

  •  Research. 

  • Long-format content development. 

  • Design and layout for print and online display. 

  • Consultation on repurposing strategies.



Sound like services you could benefit from?