INDEPENDENT FINANCIAL ADVISORS


“We serve the comprehensive marketing needs of Independent Financial Advisors and Wealth Managers,” is not a phrase you’ll hear from most full-service agencies. We’ve changed that through our understanding of your business and your passion for enriching your clients’ lives. We know that:

  • Many Advisors are associated with a larger entity—such as LPL—and marketing must conform to both brand and compliance requirements defined by the broker-dealer.

    We offer unmatched expertise in developing unique messaging and materials to help you acquire and retain clients that also fits your BD’s brand and compliance rules.
  • Independent research, led by a ResoundInc team member, confirms* that your market’s perception of you as an honest, trusted, and knowledgeable partner is the key differentiator between successful Advisors and their struggling counterparts.

    We build all content to reinforce your honesty, trustworthiness, and knowledge which helps position you to convert prospects to clients and clients to advocates.
  • Client service and satisfaction is your #1 job. So, while you need to continually increase clients, you have very limited time to prospect. Results are, therefore, fundamental and vital to the ongoing success of your practice.

    Our history of delivering results in this space is indisputable. We’ve raised brand awareness by 45% in one year; grown social media presence from 0 to 39 Million impressions within two years; and created a targeted, compliant, and actionable direct selling campaign that delivered a 2,600% ROI. Ask another firm to beat that!
Marty Quote

New clients, generated largely by satisfied client referrals, are the lifeblood of your business. We understand that. Deeply.

And that’s why you should call us today.

With the value ResoundInc can bring to your advisory or wealth management practice—including more than 50 years of combined experience in this extremely complex space, no overhead like you will find at traditional agencies, and a style of doing business that makes best use of your valuable time—we will be the partner you need to help you acquire, retain, and grow your your client base and, therefore, your income.

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* The most important factors in selecting a Financial Advisor are honesty (65%), trustworthiness (61%), and knowledge (59%). 95% confidence level.

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