For independent financial advisors ready to soar
Kestrel is the financial advisor marketing agency for busy, independent financial advisors and wealth management firms.
Book a call Score your marketing
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.
+1.5x leads per month after 12 months
Kestrel has changed the way marketing drives our business. We've seen measurable growth driven from marketing: +500% social growth, +50% web traffic, +20% organic traffic, and most importantly to us: +1.5x leads/month. Marketing is now an efficient machine that works to grow our business without taking critical time away from our advisors and partners.
Nathan Gilbert, Partner, Meridian Financial Partners
Your partners are stretched on time. We interview your partners, write from what they say, and take the production off their plates. They approve the work.
You cannot tell whether it is working. We tie the work to first meetings and new clients, so you can see what it produced.
Your team does a lot with no plan behind it. We take the marketing work off your team and run it against a plan, so they get their time back.
Marketing is not growing the business. We aim the work at first meetings with the clients you want, and track whether they come.
A marketing plan. We audit what is working, find where your clients come from, choose one goal, and write a 12-month plan your team can run.
A marketing leader. A senior marketer who owns your plan, your vendors, and your numbers, without the full-time hire.
A marketing team. We run the work week to week: website, social media, newsletters, ads, and reporting.
Independent, fee-only RIAs without a dedicated marketing function, including firms preparing for an acquisition, a succession plan, or an equity conversation.
A good fit if no one on staff owns marketing, your partners write or approve every detail themselves, you cannot say which new clients came from marketing, or a transition is in view.
Contact form visits up more than fourfold in the first three months after the new site launched
Kestrel has changed what our website and marketing mean for our business. We started with a comprehensive marketing strategy that defined our target customers and partners, prioritized and planned our marketing activities, and articulated a roadmap to move off an out-of-the-box site that underserved our goals. In about ninety days, that strategy resulted in a fully customized, high-performing website with a regular cadence of marketing activities (including email, social media, video, and partner content). Our global impressions have doubled, traffic has nearly tripled, and contact form visits are up more than fourfold. For the first time, we can see exactly what our marketing is doing, and it's working.
Chelsea Ohm Heintschel, CFP®, Lead Advisor and Managing Partner, MPM Wealth Advisors
Can we move off our current website platform? Yes. We build the new website and move your custom content over, and the site can go on your existing domain if you want. We write new content where it is needed.
Do we own the website and content? Yes. Your firm owns its website, content, email list, and ad accounts. We work in them on your behalf.
How does compliance review work? Everything we write goes to your compliance reviewer before it publishes, and we work inside your approval process. We hand content over in a form your archiving system can capture. Final approval rests with your compliance team.
What size firm do you work with? Independent, fee-only RIAs, including firms with no marketing person on staff and firms preparing for a succession, a sale, or new equity partners.
A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.