TOO BUSY TO MARKET YOUR BUSINESS?

Our boutique marketing team will create, execute, and track all your communications and campaigns for you.

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RETAIN CLIENTS, REACH PROSPECTS

Marketing and communication services tailored to financial professionals and transportation logistics firms

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COMPLIMENTARY MARKETING EVALUATION

Go ahead. It´s just a phone call!

We are the marketing partner for successful financial advisors and logistics firms

who need a dependable team to increase their visibility and enhance client experience. Our dedicated team not only crafts the strategy for your company but handle all the execution for you.

GROWTH

We help you turn transactional customers into lifelong clients. We develop a marketing and communication plan to consistently distribute your message to your community and prospects.

RETENTION

Lack of communication is a top reason businesses lose customers. We help you retain clients by improving client communications and increasing contact frequency to keep your brand top-of-mind.

SUPPORT

Our ongoing support ensures that your marketing plan is executed while you are able to stay focused on running your company. We have a dedicated team who manage your marketing needs.

OUR CLIENTS ARE ABLE TO INCREASE THEIR CUSTOMER BASE AND MAKE MORE MONEY.

Work directly with someone who has run in-house marketing departments at independent Broker-Dealers and RIAs and is a marketing coach for freight brokerage firms. If you are looking for someone to create custom, meaningful content and communications for your company to set you apart from others, we are your team!

Advisor Expressions is seasoned in marketing, design, and hard work.

We have the experience you need to improve your online presence and take your company to a whole new level!

MEET OUR TEAM

Don’t just take our word for it.

Here’s what your peers are saying…

Advisor Expressions has helped move us into the 21st century from a marketing perspective. Our clients really enjoy our “Weekly Hot Takes” (that are filmed Thursday’s after our radio show). They feel like they get a 5-minute State of the Market every week and they know the directions we will be moving in their portfolios. We had no idea how to use Social Media two years ago before we hired them and we still don’t. That’s what Erika and her team are for! They are not a “one size fits all” firm and tailor make the marketing plan that fits your firm’s personality and strengths.

Gib McEachran, HMC Partners

Greensboro, NC

Advisor Expressions has become our “in house” marketing department. They have allowed us to stay connected with our customers and carriers by developing/updating our website, creating social media posts/content, and writing articles with current, relevant industry news. They do it all and I don’t have to think about it. They are very responsive and easy to work with.

Doug, Hawkeye

Spencer, Iowa

They get our business and its unique marketing challenges and hurdles, so there is no need to explain regulatory requirements or processes necessary to have a piece ready for clients. I would definitely recommend them for another financial services group or individual looking to help improve their marketing and client experience.

Jonathan Krellwitz, K2 Financial Partners

San Dimas, CA

She has helped me define, brand, and grow my firm. Erika is a master marketer who understands our world as financial advisers. Erika also understands the challenges we face in our industry, such as compliance issues, which is a huge benefit when creating our marketing plans. You will be ecstatic with what Erika can do for your business.

Todd Sepp, Retirement Plan Professionals

Tucson, AZ

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