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digital MARKETING FOR FINANCIAL ADVISORS done right
Working with Lexicon
How It Works: Our 3-Step Process
Step 1: Strategy Call
We begin with a complimentary 30-minute strategy call to understand your goals, challenges, and vision for your firm. During this session, we’ll assess your current marketing efforts and discuss how we can help you grow your brand and connect with your ideal clients.
Step 2: Custom Proposal
After the call, we craft a tailored proposal outlining your personalized marketing strategy. This includes recommended services, a roadmap for implementation, and transparent pricing. You’ll have clarity on how our team will execute a plan designed to meet your specific needs and goals.
Step 3: Implementation & Execution
Once you’ve approved the proposal, we get to work! Our onboarding process (4–6 weeks) ensures all foundational elements—like SEO, lead capture systems, and content strategies—are in place. From there, our team takes care of the day-to-day marketing operations, keeping you informed with regular updates, analytics, and strategy adjustments to ensure maximum impact.
Schedule a call today
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