Michael L Morrison Marketing, LLCMarketing Solutions for the Wealth Management & Financial Services Industries.
The financial services marketplace is a crowded, noisy, hyper-competitive place. Rise above the noise. Build a brand that tells the truth about why you’re there. A brand that matters to the people you care about most. A brand that stands apart from your competition, gets attention and drives operating results.
Customized branding and marketing solutions
- Wealth Management Companies (RIA, Hybrid and Broker Dealer)
- Asset Management Companies (Mutual Fund, Hedge Fund, Private Equity)
- Credit Unions
OUR MARKETING SOLUTIONS ARE
DESIGNED TO HELP YOU
Grow your Business
Tackle special situations
OUR BIG-PICTURE APPROACH TO YOUR
BRAND, AND TO YOUR UNIQUE MARKETING
- A thorough audit of your existing marketing material and activities
- Interviews with you, your fellow execs, key stakeholders, producers and client facing people
- Market research
- Competitive analysis
- Client interviews
- Explore your strengths, weaknesses, opportunities and threats (SWOT)
- Plan development
- Identify gaps
- Build consensus on your brand, its story and its vocabulary - both verbal and visual.
- Draft BrandConnex marketing plan
- Establish your brand’s identity and standards.
- Identify media and initiatives to reach your audience.
- Identify appropriate outsource partners for design, development, public relations and more.
- BrandConnex plan implementation
- Define systems (content development and curation, content management, plan evaluation and modification, success metrics (KPIs).
- Project Management
- Creative oversight
- Delivery (websites, collateral, product plan, event plan, PR plan, etc.)
- Follow up (30 days post delivery)
Customized SolutionsConnecting your brand with clients and target prospects can be complicated, so we customize our solutions according to your unique requirements and circumstances. Our proprietary BrandConnex strategy plan lays out where we believe your efforts and investment will yield the best results. The plan includes a prioritized list of recommendations so you can choose what works for your business right now. And because the plan is entirely integrated, we can add additional initiatives when you’re ready.
Want to learn more?
CHECK OUT OUR YOUTUBE CHANNEL
Your company’s BrandConnex strategy plan may includerecommendations for any of the following.
- Collateral development or updates
- Product marketing
- Logo design
- Customized, branded website(s) new or updated
- Public Relations strategies and crisis management
- Public Appearances/speech writing
- Media training and coaching
- Video production
- Social Media management and compliance
- Cause related marketing
- Event planning and management
- Strategic planning
- Strategic Communications – public and internal
- Inbound marketing/lead generation
Why we’re here
Michael L Morrison Marketing is dedicated to helping your financial services company find your voice and express your vision. No one knows your story better than you do. We’ll help you tell it… in ways your audience cares about.
Who we serve
We work with companies big and small that share a commitment to making their investors, depositors or borrowers more successful. These are the stories we want to tell and the successes we want to help foster.
Who we are
As a business head and chief marketer, Michael Morrison has helped grow firms in the wealth management, capital markets, broker dealer, alternative investment and travel & hospitality industries for more than 20 years.
Michael L. Morrison
Contact me directly for top-tier solutions to your company's strategic marketing, communications or customer experience challenges. All calls are returned within one business day. I look forward to speaking with you.Direct Mobile 001-406-868-9179