Differentiators

Industry
Expertise

Industry Expertise

  • We’ve spent decades working in the independent advisory community, both within firms and as consultants to them
  • We are the only firm to maintain an exclusive focus

Consulting

Consulting

  • We call ourselves a communications consulting firm for a reason
  • We take a big picture approach to your communications programs – PR, marketing, advertising – understanding that they need to work in harmony to achieve the desired results to your top line
  • We recognize that proactivity is fundamental to an effective approach
  • We coach our clients and we always strive to improve ourselves
  • We place an emphasis on developing our clients’ skills as communicators

Accountability

Accountability

  • We do what we say we will do (and we get pretty specific)
  • We implement processes and systems to maximize outcomes
  • We work toward clearly defined metrics
  • We provide regular reporting and analysis
  • We track all client interactions in our Salesforce CRM

Value

Value

  • We are proactive, not reactive, and know our job is to deliver value
  • We foster collaborative, smart, and productive work environments that generate meaningful results
  • We understand budgets and cash flow, and have engagement tiers for clients of all sizes
  • We refuse to nickel and dime clients, and our agreements prove that

Passion

Passion

  • We only work with the good men and women of finance (yes, we conduct due diligence with FINRA and the SEC)
  • We are highly selective in who we take on, and keep, as clients
  • We treat our clients as people, not numbers and we take great pride in representing them
  • We take this personally