Proven Outcomes with Results-Driven Data
We believe in the transformative power of our work. It’s not just about who we are, but the extraordinary results we deliver.
Meet Your Firm’s Marketing Department
When you’re busy serving clients, it can be hard to think about marketing your firm. Instead, think of us as your marketing department. At Align Marketing Group, we complement your team to deliver marketing that actually gets results. Even better? You can dial our support up or down as your needs evolve.
Our expertise rests firmly in the accounting and financial services industries. With us, you won’t get blank stares when you mention a tax law or compliance acronym. And you won’t get a cookie cutter approach. You will get experienced marketers who understand you and the business challenges you face, to help you move through them successfully.
If you’re ready to work with an experienced and professional team that can help you with everything from content to strategic marketing, let’s talk.
Grow Your Firm with Align Services:
Accelerate Your Marketing Success with Align
Take the first step towards progress with a free 15-minute consultation.
What Our Clients Say
“Financial service and accounting firms need a marketing agency who understands their unique industry–the tight regulations, the longer sales cycle, the ideal client profile–which is crucial to creating and executing on a great marketing plan. Because that’s Align’s exclusive focus, they are able to offer clients outsourced marketing services that are designed specifically for this industry.
Love their work and their approach–Kristy and her team have been a great partner for us!”
★★★★★
“Since engaging the Align Marketing Group, contacts from potential new clients has increased dramatically. Many of those contacts have become clients. Best ROI on an expense I’ve ever experienced.”
★★★★★
“Kristy and Colleen are great to work with!“
★★★★★
“AMG is an extension of our marketing team. The AMG project manager keeps all projects running smoothly & on time. From web design & development, to copywriting blogs & social media AMG’s team has greatly increased our online presence, brand awareness and overall business development. Our firm has worked with Kristy and her team for over 7 years, and I’ve worked with them for over 5 years. I see us continuing for many more years to come!”
★★★★★
“I’ve worked with Kristy for more than 10 years. She has been instrumental in the success of my financial planning practice.”
★★★★★
“We have had great experiences with Align Marketing Group. AMG designed a beautiful website that reflects the personality and professionalism we were looking for. AGM continues to support us by helping us refine our messaging, challenging our plan and working within our constraints.”
★★★★★
“Align Marketing has been great to work with. Kristy and her team have been doing wonderful things for our company. Our team always has good things to say about the people we work with. We have seen the results. Our growth and increased name recognition is a direct result. We value what they do and look forward to continuing with Align Marketing Group.”
★★★★★
“Align Marketing Group has provided CR-BPS with their amazing expertise and experience. They have taken a dynamic approach by working directly with our entire team to assist us with our brand messaging, content creation, digital marketing, communication plan, and a future website update. It has been a great experience to work with them and we will continue to do so.”
★★★★★
Blog
Marketing Terminology Made Simple for Financial Professionals
For financial advisors and accountants, marketing has expanded beyond traditional methods, demanding a fresh approach to client engagement. It’s no longer enough to simply provide expert financial advice—clients expect more. They want to engage with a brand they can trust. However, the marketing world comes with a dizzying array of [...]
The Impact of Client Testimonials for Financial Advisors
Imagine a potential client visiting your website or flipping through your brochure — what do they see? Beyond your list of services, they want proof that you deliver what you promise. For financial advisors and accounting firms, where trust and credibility are everything, testimonials provide personable proof to turn prospects [...]
Brand Message and Image: Key to Your Firm’s Alignment
In the financial advisory and accounting sectors, a strong brand is no longer a luxury—it's a necessity. Your brand sets the tone for how clients perceive your expertise, trustworthiness, and value. Two key elements—your brand message and brand image—are at the core of every effective brand. The brand message defines [...]