If most of your business comes in through referrals, why are other agencies suggesting you spend most of your money on lead generation? Finovo understands the wealth management space, and realizes most HNW and UHNW prospects won’t be signing with you because of your SEO placement, but rather your digital footprint and the referral source. That’s why our wealth management offering is geared toward improving your online presence and a client experience that encourages a sense of community through client events and engagement techniques.
Finovo offers firms a turnkey marketing support option, or the ability to contract us on a per-project basis. We take care of the rest so you can focus on running a top wealth management firm.
Finovo offers best-in-class marketing solutions to help your firm grow. We have you covered, whether you’re looking to work with us on a one-off project, or partner on an ongoing basis.
A recent Fidelity RIA study found that 55% of new client assets were referred by existing clients. Third-party referrals came in at a distant second at 20%. By focusing marketing dollars on client engagement, we are able to not only maximize client dollars at your firm but also encourage a community effect, leading to more referrals through your network.
Finovo has helped RIAs across the country, managing over $205b in client assets and serving over 1.2m clients.
Regardless of your AUM, we’re here to help firms amplify their growth. If you’re a firm looking to grow your business, build a sense of community with your clients, and focus your marketing dollars toward goals that move the needle, Finovo is the firm for you.
Matt and the Finovo Team pour their heart and soul into understanding your essence. Not just from a business perspective, but from a personal perspective as well. They amplified my business, magnified opportunities, and afforded my team the gift of time. It is with high regard that I say, if you have the opportunity to work with Matt and Finovo, you’d be a lucky soul.
Finovo went above and beyond to deliver a radically improved site for Vault. And they’ve been with us every step of the way as we’ve continued to grow. Indeed, we love working with them so much that we brought them aboard our next major digital project. I can’t recommend them highly enough.