About Kestrel
Sarah Falcon
Founder, Kestrel
Sarah leads Kestrel. She has spent 20+ years in marketing across technology, B2B, direct-to-consumer, and financial services. She started Kestrel to give independent advisory firms marketing built around their own clients and goals, with a plan behind every campaign.
How we work
One goal at a time. We choose one growth goal for your firm and build the work around it.
Your point of view. We interview your partners and write from what they say, so the work sounds like your firm.
Numbers you can read. Each month you get a report on where meetings and new clients came from, what we did, and what we recommend next.
Every post, page, and issue goes to your compliance reviewer before it publishes. How it works
Who we work with
Independent, fee-only RIAs without a dedicated marketing function, including firms preparing for an acquisition, a succession plan, or an equity conversation.
Results
Meridian Financial Partners: +1.5x leads per month after 12 months.
MPM Wealth Advisors: contact form visits up more than fourfold in the first three months after the new site launched.
Part of Falcon Consulting
Kestrel is the financial services practice of Falcon Consulting, a marketing strategy and execution agency for B2B, professional services, and financial services companies. Sarah Falcon leads both, so RIAs get the same marketing strategy and execution discipline that Falcon Consulting brings to firms outside financial services.
Tell us where you want growth to come from.
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.
sharp eyes. steady wings. can't lose.
