What Financial Services
Firms Ask Us Most :

You’ve done what few have: built a successful firm through decades of trusted relationships. However, marketing isn’t about chasing growth; it’s about deepening loyalty, attracting the right talent, and future-proofing your business. The most respected firms invest in their brand not because they have to, but because it reflects the standard they hold themselves to.

Referrals are powerful, but even word-of-mouth depends on clarity. People must know how to describe your firm and why it stands out. Great marketing helps shape that narrative, so every introduction and every interaction carries the weight it deserves.

Besides growth, many firms come to us because the story the outside world sees no longer reflects the firm they’ve become. Others are preparing for leadership transition, want to decentralize the C-suite’s knowledge, or simply need a brand that reflects the quality of the team behind it.

That disconnect is more common than you think. We help you translate your progress, ambition, and unique way of serving clients into a brand and message that actually reflects who you are today, and where you're headed.

We often work with business leaders who have built great firms but find themselves at the center of every decision. A strong brand and marketing foundation helps distribute that knowledge, elevate your next generation, and free you to focus where you create the most value.

Financial services isn’t a side focus. It’s a core vertical at Frankel, which means we bring both strategic depth and compliance fluency to every engagement. Our boutique size ensures you work directly with senior leaders who are fully invested in your firm’s success.

We offer full-service creative, campaign, and brand strategy support for financial firms. Most new relationships begin with our brand and web development package: the most effective foundation for long-term impact.

We’ve spent 20 years working with firms governed by SEC and FINRA regulations, and we build every message with those guardrails in mind. Our team includes professionals with in-house experience at financial firms who are familiar with common compliance objections.

You’ll work directly with our senior leadership: no handoffs, no silos. Our boutique model ensures the people you meet are the ones guiding your project from start to finish.

Perfect. We often partner with internal teams to extend their capacity, bring outside perspective, or provide specialized expertise, from campaign execution to research and strategy. We’re not here to replace anyone; we’re here to make you stronger.

We’re experienced in building brand platforms that speak to diverse groups: clients, prospects, and centers of influence. Through research and workshops, we develop clear, compelling messaging that resonates across all key relationships.

We define success by your benchmarks: whether that’s deepening client trust, attracting new talent, or clarifying your story for your next chapter. We align our work with the outcomes that matter most to your firm.

We start with discovery by reviewing past efforts, goals, audiences, and internal challenges. From there, we co-build a roadmap aligned with your objectives. Our onboarding process is structured but flexible, designed to build momentum fast without overwhelming your team.

While timelines vary by scope, typical brand platforms and website development take 12-16 weeks and 10-18 weeks respectively.

Not more than it should. We structure our process to be efficient, with clear touchpoints and decision moments that respect your day-to-day responsibilities.

To ensure that your dedicated team prioritizes your specific goals and objectives, we are selective with how many firms we work with at any given moment. Typically, we onboard no more than 3-5 firms each quarter.

Our initial engagement is typically a package-based model. On an ongoing basis, we offer both retainer and project-based pricing, depending on your needs.