Virtual Marketing Director for RIA Service Provider Firms



Virtual Marketing Director for RIA Service Provider Firms
We understand the business – what works, who to work with and how to get it done. 


How We Help Eco-System and Service Providers
WMMcGuire, LLC will act as virtual marketing director and manage every aspect of your marketing effort from developing strategy to tactical execution and analysis reporting.  Bill McGuire has worked with leaders in the RIA industry, including TD Ameritrade, MarketCounsel, and ByAllAccounts/Morningstar, to help them:

  • Develop acquisition and retention marketing programs
  • Communicate new and complex product and services
  • Position their firm as an industry leaders
  • Generate leads and win new business
A typical engagement will consist of:

  • Customized calendar and distribution strategy aligned with your strategic goal
  • Production of ‘thought-leadership’ pieces    
  • Development of speaking engagements and strategic marketing opportunities
  • Liaison with centers of Influence to increase your visibility in the industry
  • Write, edit and new and ongoing website content to  increase online presence
  • Facilitate distribution/increase visibility of curated blog posts via social media; LinkedIn Company Page, Twitter, Facebook and Google+
  • Monitor and report on performance
Why an Integrated Marketing Effort is So Important

Firms that are most effective in reaching the independent financial advisors and wealth management community make a concerted effort with marketing to differentiate their firm and tell their story.


Feature articles, white papers, newsletters, blog, infographics, webinars, and podcast,—we’ll create integrated program that contextualizes your firm’s story. We’ll also work closely with your media relations and sales team that positions you firm and associates as thought-leaders to connect with all the importance audiences, from prospective and existing clients, to centers of influence, to media.


How We Work
Budget, expertise, time, staffing should not prevent you from focusing on marketing your firm.  Many smaller firms struggle with the costs or need to hire a full-time staff member. In addition, to find the right person with specific RIA industry experience can be difficult.  


That’s where we come in, our goal is to help you to discover the right strategy and solutions that are best suited for you needs and deliver them on schedule, on budget, every time.  Different than a salaried position, we’ll develop a custom plan and monthly retainer that is scalable to respond to busier times of year or particular project you have deadlines you have to meet.


We also have virtual team of consultants to assist with:

  • Web Development
  • Print and marketing material production
  • Copywriting and press releases
  • Targeted Media Outreach
Our process is the foundation for everthing that we do:


Plan – We start by developing a roadmap plan. Whether it’s a complete marketing strategy or a specific project, the roadmap plans every detail from concept to completion; goals, messaging, budget, and schedule.


Implement – We manage every aspect of the marketing initiative along the way.


Adjust – Even the best plans have room for improvement. That’s why we are always looking for ways to move adjustments to move the needle forward.


Measure – From the start we will set short and long term goals and will measure the effectiveness of everything that we do.


To learn more and schedule a complimentary consultation, contact or 973-216-4152.