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Aligning Your Marketing with Your Desired Growth for

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Accounting Firms

marketing for

Financial Advisory Firms

Why Choose Us?

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.

Get Your Firm’s Marketing On Track

We can develop a strategic marketing plan that perfectly complements you and your team. Find out how Align can help your accounting firm or financial advisory firm thrive.

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Grow Your Firm with Align Services:

Branding

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Branding

Need help positioning your brand so that it delivers results? Want to strengthen your brand starting with design or messaging? Need a refresh to represent your firm? Whatever you need, our team of marketing experts can help!

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Business Development

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Business Development

What business development goals do you have for you and your firm’s staff? Our team can help you check them off your list. From fortifying your professional reputation to strengthening your sales skills, our proven process will help your team gain the confidence that leads to bottom-line benefits.

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Content

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Content

Professionally-written and targeted content—on your website, blog posts, social media, and more—is critical to your marketing efforts. Let us create compelling content and a unique voice for your firm.

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Digital Marketing

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Digital Marketing

Meet your clients where they are: online. From enhancing your social media presence to producing videos, we can help you engage in meaningful, on-brand ways.

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Strategy

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Strategy

The idea of growing your firm is thrilling. Figuring out how to make it happen can be overwhelming. Developing a strategic marketing plan is a wise first step—and we can help.

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Websites

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Websites

Your website is your brand’s center stage—and often one of the earliest interactions a prospect has with your firm. An intuitively designed, responsive website is critical to making a positive first impression.

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The Straight-Line Marketing Blog

Ten Ways to Jumpstart Your Business Development Efforts

By Kristy Gusick|September 9, 2022|

Sometimes bringing in new business can be frustrating and even a bit overwhelming at times. The best way to consistently generate new business is by laying out a strategic, integrated approach to your marketing efforts. Here are some ideas to help ignite your business development efforts. 1. Thank Your Top [...]

10 Questions to Ask Before Hiring a Marketing Firm

By Kristy Gusick|July 7, 2022|

You know better than to jump into a relationship with an out-sourced vendor without doing all research. As a discerning professional, you qualify everyone—from clients to referral sources to support staff—to make sure they are the right match for you and your practice. The same goes for hiring a marketing [...]

How to Determine the Right Marketing Budget for Your Firm

By Kristy Gusick|June 29, 2022|

One of the most common questions we get when we are talking with financial advisory firms and accounting firms is “what should we be spending on marketing?” Because people seem to always be looking for direction on how to structure their marketing budget, we wanted to share some of the [...]

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