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Oak Hill Wealth Advisors
Financial Services Marketing is About the Relationship
Through Storytelling We Engage Prospective Clients
Financial services marketing looks a little different from marketing other industries. When experienced CFP®’s Patrick Larkin and Timothy Schmidt decided to open their own wealth management firm, they had specific requirements for their chosen marketing agency:
- Financial industry marketing experience
- Ability to meet compliance requirements
- A creative approach to marketing an esoteric industry
With extensive financial industry marketing experience, Estland was the perfect marketing partner for Oak Hill Wealth Advisors.
Financial planners can spend years fostering connections with their clients. Our decades of storytelling experience can seamlessly facilitate those relationships by transporting target audiences from the first step of the process through the last. By using language to build credibility and empathy, we set the foundation for a long-lasting relationship between the client and the advisor.
Understanding The Market
We understand marketing financial services in a competitive area such as Northern Virginia can be challenging. The size of the community can dilute the messaging, especially in the congested wealth management sector. At Estland, our deep knowledge of the financial industry allowed us to craft comprehensive custom messaging and advertising that stands out from the crowd and increases online visibility and lead conversions. That’s right, we can get wealth management companies quality leads right from your website. Face to face relationships are always great, but these days folks will visit businesses online and consider several options before choosing the right advisor for them.
Branded For Trust & Success
Oak Hill Wealth Advisors aimed to build trust and effectively communicate their brand identity through their new logo. We made a deliberate choice to make gold the primary color, symbolizing success, accomplishment, and prosperity. Navy blue complements the color scheme as a secondary color, representing trust and stability. To reinforce the message of stability and enduring relationships for their clients, we incorporated their logo—an oak leaf elegantly outlined in gold. This emblem underscores the steadfastness and longevity that clients can anticipate when collaborating with their team.
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It's refreshing to work with a company who really understands the wealth management industry. It was very important to us that our online branding really helped to engage with our clients and prospects effectively. We love our new look, our website and we're really happy with the digital advertising leads that we have coming in each week. We recommend Estland wholeheartedly to anyone who is looking for a top tier marketing company.
Patrick W. Larkin III, Managing Principal
A Marketing Partnership For Continued Success
After their branding and website build, we integrated search engine optimization (SEO) throughout the website for optimal online visibility and we continue to manage their social media, digital ads, graphic design needs and event sponsorships. Here are some of the many digital marketing services continue to offer to Oak Hill Wealth Management:
A Sophisticated & ADA Compliant Website
Oak Hill Wealth Advisors wanted a balance between modern and traditional and we delivered. We also recognize the importance of building out ADA compliant websites so that folks who are differently abled can access the same awesome services the rest of us can. ADA compliance also helps with SEO and so it’s a win, win all the way around. The proof is in the pudding see for yourself! Ready for financial services marketing? Contact our team!
