Our idea of success?
Helping you realize yours.

Our approach is built around one goal: understanding your firm deeply enough to make every word, design, and decision authentic to you.

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Your Game Plan

Just like you do with your clients, we strategize and implement a plan to drive the impact you deserve.

Research

We start by listening. To you, your team, your clients, and your market. While we are comfortable with the nuances of your industry, each firm and key personnel are unique. We use this time to uncover your differentiators, no matter how subtle, so your brand reflects your authentic story.

Strategy

We've created and refined a process over decades of working with financial services firms to learn about you and your goals. Together, we translate insights into positioning, messaging, and creative development. The main outcome of this step is to develop an actionable communications plan based on your specific goals.

Implementation

As our relationship grows, we bring everything to life across web, brand, and beyond to reflect who you are and how you want to grow. Because each relationship comes with the support of a dedicated full-service team, you can have peace of mind that your goals and specific needs are front of mind.

The Proven
Starting Point

Your journey begins with a strategic brand. This forms the foundation for how others experience your firm.

We have refined this approach for over 20 years. It's the best return on your time and resources, and it creates a long-term asset your team can build on.

Brand Development

A strong brand is more than a logo - it's how you are understood. We work closely with your team to clarify what makes you different, then translate that into a cohesive verbal and visual identity.

The result is a brand that's clear, confident, and aligned with your goals.

WHAT'S INCLUDED

: Discovery sessions with key stakeholders
: Research-driven insights from clients, competitors, and the industry
: Messaging, voice, and positioning
: Visual identity and logo refinement
: Strategic communications plan

What Comes Next

Once your foundation is in place, our full-service team is here to implement your game plan to achieve your desired goals.

Web Development

What's included
: Site Strategy + Structure
: SEO Planning + Content Hierarchy
: Content Outline + Wireframes
: Visual Concepting + Design
: Full Build, Testing + Deployment

Creative Development

What's included
: Pitch Deck & Presentation Design
: Client Journey Mapping
: Client Meeting Assets
: COI Engagement Assets
: Prospecting Materials

Advertising Campaign

What's included
: Campaign Messaging Strategy
: Social Media Strategy + Generation
: Paid Media Planning + Strategy
: Full-Service Media Buying
: Analytics + Measurement

Digital Services

What's included
: Marketing Automation
: Email Marketing
: Organic Social Media Strategy
: Web Hosting & Maintenance
: Lead Capture Optimization

Events

What's included
: Event Identity Concepting
: Collateral Packages
: Invitation Suite
: Design Templates
: Post-Event Engagement Strategy

FAQS

Why is it worth investing in a marketing agency when you've grown just fine without one?

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.

What does marketing do for a firm that already has strong word-of-mouth?

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.

What are the most common reasons firms choose to work with Frankel?

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 keeps pace with their progress.

How much involvement is needed from your team during the branding process?

We've designed our process to respect your time while ensuring the final brand truly represents your firm. Most of our work happens behind the scenes, but we do need your input at key decision points to keep the project moving forward effectively.

What's the difference between working with Frankel versus hiring internally?

Internal teams know your business well, but they often lack the outside perspective and specialized experience needed for strategic positioning. We bring 20+ years of financial services expertise plus the objectivity to see opportunities you might miss from the inside.

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What's your definition of success?

Let's start with a conversation to see if we are the right fit for you.

Schedule a consultation

Our idea of success?Helping you realize yours.