Strategic Marketing for Financial Advisors

Built to Grow With You

From foundational brand work to ongoing marketing execution, we help advisors build visibility, consistency, and long-term growth.

Start with the Marketing Assessment
Explore Our Programs

Marketing Support
Built for Financial Advisors

Group of people posing in front of a Barnum Financial Group backdrop at an event.

Financial advisors don’t need more marketing tactics. They need a clear strategy, consistent execution, and a partner who understands the realities of their business.

At The Agency, we help advisors strengthen their visibility, sharpen their messaging, and create marketing systems that support long-term growth, whether you’re building momentum or refining a mature practice.

Our work spans strategy, content, digital presence, and ongoing execution, all designed to support the way advisors actually grow.

Schedule a Consultation

This is our most popular way to work together, especially for advisors who want steady progress without managing marketing themselves.

Consistent Marketing Works Better Than One-Off Efforts

Marketing breaks down when it’s reactive, sporadic, or constantly reinvented. Advisors who see real momentum are the ones who commit to consistency, with a clear plan and ongoing execution.

That’s why many of our clients choose to work with us through subscription-based marketing programs.

Our subscriptions provide structured, ongoing support across content, digital presence, and campaign execution, without the overhead of building an internal team.

Explore Subscription Programs

View real examples of how we help advisors bring their brand and marketing to life.

See Our Work

Need Help With a Specific Project?

While many advisors engage with us through subscriptions, we also support focused, project-based work.

This includes:

  • Website builds and refreshes

  • Graphic design projects

  • Video and content production

  • Podcasts

  • Social media strategy & execution

  • Email Campaign launches

  • Strategic planning and positioning work

Whether you need ongoing support or a defined engagement, our approach stays the same: thoughtful, compliant, and aligned with your business goals.

Explore Our Services

Don’t Know What You Need?

Every Effective Marketing Plan Starts With the Right Assessment

Before recommending tactics, platforms, or programs, we start by understanding where your marketing is working, and where it’s holding you back.

Our 3-Pillar Marketing Assessment evaluates the three areas that most directly impact advisor growth.

  • How are you sourcing new opportunities and getting your brand in front of the right people? We evaluate visibility, outreach efforts, and top-of-funnel activity.

  • When someone looks you up, what do they see — and how does it influence their decision to reach out? We assess your digital presence, messaging, and content consistency.

  • Referrals and retention are driven by trust. We review how well your current marketing supports client engagement, loyalty, and advocacy.

Book Your 3-Pillar Marketing Assessment

3-Pillar Marketing Assessment:

Trusted by Advisors Across the Firm

  • "Using the Barnum Marketing team’s services to enhance my social media and include content marketing into my practice has played a crucial role in promoting my business. It has increased my brand awareness and is an opportunity for me to reach a vast audience and increase visibility. Together, we’ve created content that I feel is relevant not only to my practice but has established myself as an authority in our field while staying current with world events. I cannot put a price on how this has helped my practice!

    -Sandra Scanni, Financial Planner

  • "I wanted you to hear that my content marketing subscription with your team has actually landed me an appointment with someone I have only had limited contact with in the past. Please keep up the hard work and thank you all!"

    Hank Plyler, Financial Planner

  • "I wanted to take a second to recognize our talented marketing division in assisting our team to produce a top notch custom quarterly newsletter that goes out to our clients. This gives us an opportunity to stay in front of our clients on a consistent basis, reminding them that we’re always here, while giving them a taste of what our team is all about. Recent feedback from a top $2M+ client: 'Great newsletter, thanks!' – this is what we love to see!"

    - Justin Williamson, Financial Advisor

  • " Similar to the rest of Barnum, it is clear the marketing team is focused on helping advisors grow their business. That is apparent in their timely replies, thoughtful answers, and valuable insight. We collaborate with them on all of our client-facing materials and correspondence - they have really helped us level up our branding! "

    Judah Piano, CFP® CERTIFIED FINANCIAL PLANNER™ professional and Scott Martin, CFP®, ChFC®, CLU® CERTIFIED FINANCIAL PLANNER TM Professional

  • "Working with the Marketing Team creating our quarterly newsletter has been a tremendous help. It allows us to get out regular and timely messaging to our clients in our own voice. Having the marketing team to format and edit our thoughts provides a quality product without sacrificing a lot of time and energy."

    Matthew Sawyer, CFP® , ChFC®, CLU®, RICP®, AIF®, CLTC Managing Sales Director | Registered Representative | Investment Advisor Representative

Let’s Have a Conversation

Contact Us

iquerze@barnumfg.com

(203) 513-6134

6 Corporate Drive,
Shelton, CT 06484