Happy 8th Birthday AdvisorPR!

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8th anniversaryIt was 8 years ago this week that I packed up all my belongings and headed back home to Las Vegas to start a marketing and PR firm. It was a novel idea – I was leaving a financial corporate company to venture out on my own because I saw a wide-open space for a creative services firm that would cater to the unique needs of the financial services industry. Eight years ago there were very few reputable firms that worked with the independent financial advisor, and even fewer that offered proven “big company” corporate communication strategies tailored to the small business owner and individual advisor. That became our unique advantage, and it still is today.

Over the last eight years, we’ve worked with hundreds of different independent financial service professionals and have worked with them to do everything from gaining local and national media awareness for their expertise, to creating clever retirement ad campaigns, to writing, directing and producing marketing videos, and everything in between. We’ve enjoyed it all (well, most of it) and have certainly become experts in how to grow a successful financial advisory firm. A few years ago I finally “packaged” this process and called it “Define, Support, Promote and Retain Your Way to a Successful Financial Advisory Firm.”

Our whitepaper (that you can download here) gives you an idea of what the process is and strategies for applying it in your practice. Of course, if you need some help – you know who to call.

Happy Birthday AdvisorPR!

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