I’ve been helping financial advisors and wealth management firms generate new clients – and positive ROI – from their online marketing efforts since 2014.
What I Do & How I Got Here
I founded Mindtap Marketing in 2014 as a general digital marketing agency serving clients across a number of industries. Over time we began to serve a number of financial services and advisory firms ranging from nationals with 11-digits under management to single-advisor operations managing a few million in assets.
As we got to know our wealth management clients, I began to recognize a nearly universal need among firms for a trusted partner to help navigate the digital marketing space. While there was little doubt that digital was key to their long-term success, most found diving into it to be daunting.
I believe in using the right tool for the job – and these are my go-to tools.
I’m a HubSpot Partner – it’s by far the best all-around digital marketing tool on the market.
The best wealth management focused website solution around.
The industry standard for Web analytics.
The infinitely customizable, hands down leader among website platforms.
A tried-and-true email and marketing automation solution.
My go-to tool for SEO and Local Search.