Marketing yourself and your practice is essential for a successful career.
Bull Harbor Capital offers many tools from fundamental marketing materials, to prospecting and educational resources that can be used to promote your practice. This page is your gateway to exploring those marketing tools, materials and other valuable resources in detail.
Basic Branding Package
Your basic Marketing Kit includes branded Business Cards, Email Signature, Letterhead, Fact-Finders, and Questionnaires.
Value Props & Strategy Collection
Our catalog of high-level strategy content provides for an integrated planning approach for individuals, families, and business owners.
Customized Collateral
We'll create a customized reesources to help leverage the unique aspects of your personality and practice, and highlights your areas of focus.
Organic Outreach Campaigns
Our team delivers fully customized social media and email campaigns designed to amplify your brand, deepen client engagement, and generate meaningful growth opportunities.
Career Announcement Social Media Post & Email Campaigns
Our catalog of high-level strategy content provides for an integrated planning approach for individuals, families, and business owners.
MARKET YOURSELF THROUGH MULTIPLE CHANNELS
FMG makes it easy to market effectively. Everything you need – website, email, social media, blogs, events, video and printed cards – all in one place.
Everything you need- all in one place!
FMG Support Model
YOUR FMG SUITE DIGITAL MARKETING TOOLS ARE FREE FOR 6 MONTHS. SUPPORT FOR YOUR FMG MARKETING DASHBOARD INCLUDES:
- Training
- Onboarding
- Firm-Level Email Campaigns
- Firm-Level Social Media Content
TYPES OF EMAIL CAMPAIGNS
Share relevant and timely content. Share your own, unique content. Here are three examples of the kind of email communications we can help you with:
- Firm-level sent on your behalf
- Personal organic content
- FMG-generated automatic video newsletter
DOES SOCIAL MEDIA FEEL LIKE A CHORE?
FMG has you covered:
- Automated social posting to keep your feed full and profile active, week after week
- Timely content on topics your audience wants to read and AI-generated captions for articles.
- Customize posts, add your own content, use what we provide or mix and match
Internal Advisor Resource Hub
Internal resource center with best practice tutorials and resources to help new financial advisors market themselves and provide their clients and prospects with the information they need.