Financial Industry Services

Marketing and communications solutions tailored to help advisors stay top-of-mind with COIs, clients, and prospects.

 
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72% of advisors
lose clients because of poor communication.

 

We Can Help

At KSGilmore Consulting LLC, we understand that financial advisors need to proactively communicate with their clients to maintain and expand relationships. But as your client base grows, how can you keep up? 

That's where we come in. We help firms close the communications gap. We provide high-touch, high-impact marketing solutions.

 
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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.


Our Work

 
 
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Content Cohesion

New England Investment & Retirement Group

Synopsis

New England Investment & Retirement Group Inc. helps clients pursue financial independence by providing unbiased, objective guidance. The NEIRG team brings value through communication, education and exceptional service. NEIRG needed to modernize the delivery of informational updates for clients and to create a cohesive content system across its marketing platforms to reflect the firm’s sophisticated level of service.

The cohesive content system puts the focus on the user’s experience with NEIRG, which aligns the firm’s marketing actions with the team’s dedicated client service approach.

Services Included

  • Brand analysis and plan for improvement.

  • Pitch deck design and copywriting.

  • Website design, copywriting, and user experience analysis.

 

 
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Brand in Action

Fi3 Financial Advisors

Synopsis

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.

 

 

Sound like services you could benefit from?