Align Marketing Group Blog
Marketing for Financial Planning Firms: A Guide
If your firm leads with comprehensive financial planning and a fiduciary commitment, generic advisor marketing does not fit you. Most of it still sells products and performance, which attracts the wrong clients: people shopping on price who leave the moment a better number comes along. You want the opposite. [...]
How AEC Firms Can Use Project Storytelling to Win More Work
Your firm has a portfolio full of strong work. The projects sit on your website, listed by name, sector, and square footage, and they still are not winning as much new work as they should. The problem is rarely the work itself. It is how the work is told. [...]
Why Your Firm’s Website Isn’t Generating Leads (and How to Fix It)
You invested in a professional website. The design is clean, the partners are happy with it, and it represents the firm well. And yet the contact form stays quiet, and your website still isn't generating leads. Here is the uncomfortable truth: a website that looks good and a website [...]
How We Determine the Right Marketing Retainer for Your Firm
One of the first questions we hear after presenting a completed marketing plan is: "So...what level of ongoing marketing support do you recommend?" It's a fair question, and the answer is never the same. At Align Marketing Group, we don't believe in forcing every client into a predetermined package or recommending a monthly retainer [...]
Getting Fewer Website Visitors? AI Search Is Probably Why
What are Google AI Overviews and AI Mode? Google AI Overviews are the AI-generated summary boxes that now appear at the top of regular search results. Instead of clicking through to a website, users get a synthesized answer directly on the results page, pulled from sources Google considers authoritative. [...]
How Marketing Retainers Help Professional Service Firms Grow
Many professional service firms know they need marketing support but aren't always sure what that support should look like. One of the most common questions we hear is: "How much does ongoing marketing support cost, and how do marketing retainers actually work?" The answer is: it depends. The most effective marketing partnerships aren't built around [...]
Create Sustainable Marketing Infrastructure That Drives Firm Growth
Many professional service firms reach a point where they know they need to "do more marketing," but they're not always sure where to begin. Building a sustainable marketing infrastructure is often the missing piece that helps firms move beyond disconnected marketing activities and create long-term growth. Should they redesign [...]
When the Ideal Client Profile Gets Ignored
You have been working with this client for over ten years. At first glance, she seemed to fit your Ideal Client Profile (ICP) perfectly. She is in her mid-fifties. Single. No children. Bright. Capable. Independent. A few years ago, she decided she was ready to retire. Naturally, you ran [...]
Scalable Marketing for Financial Advisory Firms
If your firm’s growth has been driven by referrals, relationships, and your personal network, you are in good company. That’s how many financial advisory firms grow during the early stages. However, at a certain point, something changes. Your calendar becomes fuller, client demands increase, and despite working harder than [...]
