Solo practitioners and small firm partners know the feeling of being involved with everything – client work, managing competition, and even things that definitely don’t fit an financial planner’s job description, like admin work or office upkeep. You’re really responsible for just one thing: growing your business. The only way to achieve growth is by building your brand and attracting new clients… in other words, successfully executing a marketing plan for your financial planning firm.

We equip growth-driven planners with the skills and strategies to power their practice growth and bring balance to their personal, professional, and business goals. The Blackwing DFY Marketing Service is your resource for both outsourcing your marketing workload and receiving strategic direction – whatever brings your practice a sustainable flow of clients into the future.

We equip growth-driven people with the skills and strategies to power their practice growth and bring balance to their personal, professional, and business goals. The Blackwing DFY Marketing Service is your resource for both outsourcing your advice businesses marketing workload and receiving strategic direction.

With a myriad of marketing options available, financial planners are faced with the constant pull between executing their advice work and bringing new prospects in the door; two jobs for one person. Time is working against you.

Marketing for your financial planning firm is a significant undertaking, but inconsistency in your marketing leads to imbalanced lead generation. Growth planning only works best when you know what to expect. With limited resources, how are solo practitioners and small advice firms able to stay consistent? By outsourcing the work to qualified experts.

• Freedom to Grow
• Freedom to Advise
• Freedom to Reinvent

What benefits do financial planners realise from outsourcing marketing? Control, progress, and the freedom to strategise – the traits of a true CEO. Financial advice firms and solo practitioners generate more clients.

We blend together technology, business processes, and education-based marketing to deliver a service that is unlike any other advice profession, and it leads to a remarkable audience engagement with our campaigns: double the industry average. Following this process, you can be confident that your firm is passively generating clients in a sustainable, recurring way – without the struggle and overhead of hiring more employees. Plus, outsourcing marketing allows the firm to get started with its most important work – focusing on growth – fast.

The Blackwing DFY Marketing Service was founded on the principle that every financial planner can, and therefore should, deliver the best possible services to their clients. To get there, however, advice firms need to find their ideal clients first – a problem that plagues financial planners and solo practitioners far too often. Instead of pushing the same old methods of networking events and blast advertising, we operate in an entirely different way: identify ideal clients, ensure you’re being efficient and effective with your time, and handle the details for you. Meet the Blackwing DFY Marketing Service marketing experts.

Getting started with The Blackwing DFY Marketing Service is easy. Simply select the Service Package that bests suits you from the matrix below. Hit the START NOW button at the bottom of the table. Go through and insert your details and make your initial payment and one of our _________ will be in touch for your personalized ten-minute preliminary Marketing Assessment. We ask you a few probing questions to understand if your financial advice firm is a good candidate for our DFY marketing process, then progress from there to develop a marketing plan for your business based on the option that you have selected. Of course, we can ad ‘bespoke’ services to the various packages. Just select what you would like to add to your package and we’ll take it from there. That’s it – your new marketing program is under way!