Digital Marketing for Financial Advisors

Few financial advisors would dispute the fact that digital has come of age as an important growth channel, yet many remain on the sidelines, unsure where to start, how much to spend, or who to trust.

That’s where I come in.

A Marketing Consultant for Financial Advisors

Hi, I’m Lee Delahoussaye. I’m a marketing consultant that works with financial advisors and wealth management firms to attract, engage, and convert prospects into loyal clients.

All Wealth Management, All the Time

Because understanding the differing needs of your clients across generations, navigating a sometimes-ambiguous regulatory environment, and keeping up with constant shifts in the industry isn’t a part-time job.

My Approach


It all starts with exploring your brand, how you’re positioned, what marketing channels you’re using, and how it’s all working for you.


We’ll then review it together, and I’ll propose a plan of action, then work with you to bring it to life.


Once things are up-and-running, we continually monitor, review and adjust for optimal results.


No Two Firms are Alike

and neither are their marketing needs – so instead of maintaining an expensive agency-style staff, I keep a stable of trusted, world-class experts at my disposal to deliver only the services you need, when you need them. Here are a few of the tools at our disposal.


Inbound Marketing Strategy

A foundation of what I do for you, strategy development involves assessing your brand and digital footprint against your goals, then recommend an approach that helps you reach them.


Local SEO

Your business is local – so I integrate SEO, directory listing management, and online reviews (yes, they’re allowed) to ensure that local prospects find you first, and you look good when they do.


Content Marketing

Content is king. Search engines reward a steady stream of quality, orginal conent with higher rankings; and it allows you to demonstrate your expertise to prospects and clients.


Social Media

Paid social can be used to generating awareness and leads, while organic content is an excellent means of ongoing engagement and client referral, making social media an important part of your online marketing mix.


Email Marketing & Automation

It may be the oldest form of digital marketing, but email works! Proper database segmentation and CRM integration open the door to effective automated campaigns.


Website Development

If your site is more online brochure than lead engine, it deserves a second look. Using FMGSuite, TwentyOverTen, HubSpot or WordPress? Not a problem, I’ve got developers that are fluent in every one.


Clients Weigh In

I’m honored that my clients are willing to endorse us publicly, and I strive to earn their praise every day. Here are just a few things they have to say about working with me.

“Lee helps us accomplish a lot more with the HubSpot platform. Whether it’s building a landing page, designing and implementing a workflow, or helping us ideate campaign strategy, he’s there when we need him and he delivers on his promises.”

Christina Martin
Fmr. Vice President, Digital Marketing
United Capital Partners

“Lee’s experience working with wealth management firms made working with him much easier than the generalist marketing consultants or agencies I had worked with in the past.”

Sheri Smith
VP Marketing
LPL Financial

“Lee’s branding and digital marketing work have yielded real ROI. His expertise as a marketer and technologist, as well as his knowledge of the wealth management vertical, make him a valuable asset to Cantrill Financial Group.”

Brad Cantrill
Principal Advisor
Cantrill Financial Group

“Lee has set an example for how businesses should be transforming their marketing with inbound. His strategic approach to attracting, engaging, and delighting his client’s prospects has driven growth for them and the inbound movement. We’re proud to call him a Partner.”

Patrick Shea
Head of Channel Marketing

Ready to Go? Have Questions?

Get In Touch

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