We know there are other digital content boutiques out there, but how many of them specialize in helping financial advisors grow their business, stay accountable and be awesome online? We only know one, us. Here’s a better question, how many of those other guys completely understand the financial world? We do. Our founder Tahnya Kristina was a financial advisor for many years (8 to be exact) before making a career change into digital marketing and communications. Oh and here’s a fun fact, she maintains her Certified Financial Planner designation. #Truth
We know, from experience, exactly what it takes to be a financial advisor juggling compliance, business development, relationship management and the market. We help take your already successful financial services or investment business out of the office and put it online. We’re not here to tell you that a handshake doesn’t close the deal, because it does. That’s just how finance is – and probably how it always will be. We know that robots can’t (and won’t) replace human advice. The Well Said Content team is here to help grow your business and create efficient, sustainable digital marketing strategies that fit into your daily routine.
Whether your goal is to find new clients, stay in touch with current clients, build business relationships or grow brand awareness for your business, we’re here to help you do it.