Growth Bundle

Aiding existing financial advisers to pick and choose the services that suit their needs, building a marketing strategy which converts.

Opulent Media Brochure
Opulent Media Brochure
Established Businesses

Whether you need to generate more enquiries, improve your online presence or communicate with your existing clients, we use our financial services knowledge to improve your current marketing position.

We work with firms of all sizes, from those with just one adviser too much larger business. We have clients in the UK, the USA, Asia, Europe and the UAE. Whatever your size and wherever you’re based, we’re here to solve the marketing challenges of financial professionals.

Scroll down to learn about the areas of marketing that our Growth Bundle can include:

Everyone loves their first logo and colour pallet. It’s their seed which has grown to where you are today. Although businesses evolve and it comes a time where you need a brand refresh or total re-brand. Our highly skilled designers can develop a brand to truly reflect the vision of your business.

We’ll get to know you and your business then create several options to evolve together. Working with you to develop your favourite into a new brand that you’re proud of.


We work with talented compliant content copywriters and designers who can write articles and blogs and create bespoke brochures and infographics. Whether you’re a provider looking to communicate with advisers and planners, or an advisory firm writing to add value to your clients, we’ll take time to understand your objectives and then write in your tone of voice to produce engaging content which is compliant and produces ROI.

Google and Bing AdWords and social media advertising can be a very effective way of ensuring your brand is found. We offer a complete package, incorporating keyword research, audience research, developing effective landing pages and then building the adverts. Naturally, we’ll also monitor the adverts and report back to you on a regular basis.

Getting your website to the top of search engines can seem difficult. But to stand a chance, you need to get the fundamentals right. We’ll ensure you have the foundations in place to build on your SEO and climb the search engine ranks.

You will almost certainly already have a website. If it’s not delivering, it may just need a few tweaks. Alternatively, it might need completely redesigning. Either way, we’ll give you an honest opinion about the work that needs doing.

If you need a new website our experienced team will deliver a bespoke site that engages visitors and ensures prospects take key calls to action.

If used correctly, social media can be a great way of engaging with existing clients and new prospects. We’ll help you choose the right social media channels and show you how to use language that resonates with your target audience, so the right people hear the right message at the right time.

Re-marketing isn’t just a way to brashly push your way back into the minds of your audience; it’s a unique opportunity to re-establish a connection with them by using the insights collated to create perfect ads and meaningful journeys which are tailored exactly to that specific audience persona. We ensure you stay in the forefront of your visitors minds.

Facebook and LinkedIn offer significant opportunities for you to engage with your ideal clients. We help financial advisers and planners take advantage of those opportunities by building lead magnet campaigns.

These campaigns generate a steady stream of data (including the prospect’s name and email address) for you to follow up on. It also adds value to consumers and positions you as a ‘go-to’ expert.

Referrals from existing clients are the best type of new enquiry. They have an immediate need, have already heard positive things about you, and have the lowest cost of acquisition and the highest conversion rate.

However, most advisers and planners don’t have a clear strategy to generate more referrals.

We’ll help you generate more referrals by putting a clear strategy in place.

We’re in a digital world, but most advisers and planners still need some basic stationery. It must look great and do justice to your brand – and every so often it needs refreshing.

We’ll design your business card, letterhead, email footer plus any other assets you might require. We’ll make sure they look great, impress clients and allow your personality to shine through.

When someone searches online for your business, you need to dominate the first page of the search results. Setting up your Google My Business page is a vital part of doing this – but too many businesses miss out on the benefits by failing to claim their listing or understanding how to use it.

If you’ve not done so already, we can claim the page and build it for you, ensuring it reflects your brand, its key messages and best practice. We’ll then show you how to request Google Reviews from your clients, so it becomes a genuine asset to your marketing.

Understanding the needs and views of your existing clients is crucial to the development of your business.

Our client fact finds, risk profile questionnaires and surveys are fully editable by your clients and allow true collaboration – including features such as signature capabilities – we have it all covered.