We pick one growth goal for your firm, do the work, and report what it produced. Here is the sequence.
We look at where your clients come from today and where you want growth to come from.
A firm can aim at more first meetings with the clients it wants, a stronger pipeline of advisor hires, or a clearer growth record for a buyer or successor. Each calls for different work, so we choose one.
We audit what is working, find where your clients come from, and write a 12-month plan around the goal. The plan lists what we will do and what we will stop doing.
We build and run the website, social media, newsletters, and ads the plan calls for. We write from interviews with your partners, so the work sounds like your firm. Every piece goes to your compliance reviewer before it publishes.
Each month you get a report on where meetings and new clients came from, what we did, and what we recommend next. We adjust the plan as the numbers come in.
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.
| A marketing plan | A marketing leader | A marketing team | |
|---|---|---|---|
| Fits a firm that | Has marketing running with no plan behind it | Has a plan and no one to own it | Wants the work done and reported |
| What you get | An audit, one growth goal, a 12-month plan, and the first assets | A senior marketer who owns the plan, the vendors, and the numbers | Everything in the first two, plus the week-to-week work |
| What you see | A written plan | Reporting on the numbers | A monthly report |
Your firm owns its website, domain, content, email list, and ad accounts. We work in them on your behalf.
We work alongside your chief compliance officer or outside compliance team. Every post, page, issue, and ad goes to your reviewer before it publishes, and we work inside your approval process, including your policies on testimonials, performance references, and third-party content under the SEC Marketing Rule. Final approval rests with your compliance team. For firms without a compliance officer, we can recommend partners.
A conversation about how your firm sees its clients and its work, and your approval of what we produce.
What is a growth goal? The single result the work is built to produce, such as more first meetings with $1M households, a stronger recruiting pipeline for advisors, or a clearer story for a buyer or successor. Each goal changes the website, the calls to action, and the numbers we report.
Can we start with one service? Yes. Some firms start with the website rebuild, and others add branding, social media, newsletters, Google Ads, or marketing leadership so every channel works toward the same goal.
Who does the work? Kestrel is led by Sarah Falcon, who has spent 20+ years in marketing across technology, B2B, direct-to-consumer, and financial services.
What does the monthly report show? Where meetings and new clients came from, what we did that month, and what we recommend next.
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.