There is a lot that goes into creating the look and feel of your company. Stand out from the competition after we complete a brand audit, market research, logo design and brand positioning.
We set you up for easier, more frequent communication with your clients and prospects with website design, social media content and email campaigns.
We help clarify your vision of where you want your practice to be and create a roadmap to get us there. We build a custom marketing, placement and promotional strategy.
Do you want to stand out from the canned content that most consumers see everyday? We create unique presentations, client seminars and videos that are actually useful and educational.
Don't underestimate the value of good design! Your business card or website may be your prospect's first and only impression of you. We make sure it has impact.
We are your marketing coach and quarterback, all in one. We partner with you to create a custom marketing plan and then we execute it for you and provide reporting on progress.
Erika DeBlasi worked as a marketing executive for multiple independent broker-dealers and was responsible for the marketing, branding, advertising and communication activities for the firms. She provided advisors with a broad spectrum of marketing and communication tools and training on how to implement them. Her passion for working directly with the advisors prompted the creation of Advisor Expressions.
Mrs. DeBlasi earned her Bachelor of Arts degree in Graphic Design and a minor in French (because, why not?) from Florida Atlantic University in 2004. Since then, she has worked in design and marketing capacities for a variety of companies, including national publications and the PGA of America headquarters. She has broad experience in print and digital marketing, over a decade in media development, and corporate media management expertise. A background in design, communications and finance make her an ideal marketing partner. She currently holds a Certified Retirement Counselor designation from InFRE and passed the Series 7 securities exam in 2013.
Tal Kamholtz earned her Associate of Arts in Digital Photography from The International Academy of Design & Technology in 2009. She also received her Bachelor of Fine Arts degree in Graphic Design from Florida Atlantic University in 2017. Since then, Tal has been working as a graphic designer here at Advisor Expressions. Gaining knowledge through experience has been a fulfilling part of working in her desired field. In addition, learning how to build strong relationships with clients and the daily operations of owning a business has been priceless.
This initial interview will allow us to gather the information needed in order to develop a marketing plan recommendation that suits the specific needs of your practice.
Your marketing plan recommendation will include an outline of work we propose for your firm, a timeline of these tasks and how many hours per month we will dedicate to your firm.
We get started at once on executing your marketing plan. Now you can focus on running your business while we help increase your brand awareness and market share.
Regular calls/meetings allow us to report progress on tasks and ensure we make any adjustments as the needs of your practice change.