Marketing for wealth management firms

Your in-housemarketing department

Without the headcount

Layup builds the marketing engine your firm would have if you could justify hiring one: a message that doesn’t sound like every other advisor, a plan for who to reach, and a weekly routine your own team can run. Built to clear compliance, set up in 90 days.

Schedule a Call→20-minute discovery — no obligation
Layup's Promise
20+ yrs

Financial journalism & marketing experience

90 days

From kickoff to transformation

0

New hires required

01 — The Problem

At too many small firms,marketing keeps fallingto the bottom of the list

Small wealth management and advisory firms usually don’t have budget for an in-house marketing team, and most agencies don’t understand the business well enough to be worth the retainer. So marketing becomes a newsletter that goes out when someone remembers, a platform full of pre-written content, and a website that looks like every other advisor out there.

Your marketing platform can send the email. It can't tell you who to send it to.

Who We Work WithWho We Work With
01

Your marketing is busy, but it isn't building.

A blog here, a LinkedIn push there, a newsletter you started and let slide. Effort isn't the problem. Without a strategy underneath it, nothing compounds.

02

You know you should be visible, but never get to it.

The content, the thought leadership, the consistent presence. Marketing that works is a system, not a burst of willpower, and building it while serving clients is nearly impossible alone.

03

You look like everyone else in the room.

Pre-approved content and templates make every firm sound the same, even though there's room for compliant personality.

"Most advisors are good in the room. Marketing’s job is getting the right people in there."

The Layup Principle
FIXED FEETHOUGHT LEADERSHIPContent Strategy
HUMAN JUDGMENTBRAND VOICEUNIFIED STRATEGYLINKEDIN AUTHORITYEDITORIAL JUDGMENTFIXED FEEFINANCIAL focusedaum minded
HUMAN JUDGMENTcompliance first
investor facing
ONE-PAGERPOST-ACQUISITION POSITIONINGFIXED FEE2-WEEK DELIVERYBROKER PARTNERHUMAN JUDGMENTBRAND AUDITBUYER-FACING DECKREPOSITIONED ONE-PAGERPOST-ACQUISITION POSITIONING
02 — The Playbook

Our industry experienceis your competitiveadvantage.

Our founder spent 20+ years as a financial journalist and editor, then ran a full-service agency for financial service firms. Now we take that big agency expertise and right-size it for your firm, for teams of one to 30.

01

Strategic Storytelling

  • Who You Work With
  • Why They Should Choose You
  • What's Your Story
  • How to Talk About it
02

The Plan

  • The Right Strategy
  • A 12-Month Go-To-Market
  • Templates and Content
  • Compliance Workflows
03

The Handoff

  • Tools Set Up
  • Assets Created
  • Your Team Trained
  • Run Together or DIY
The architecture of trust


03 — Inside Out

We know this industryfrom the inside out.

20

Years of editorial and financial publishing experience built into every word we write

$10M+

The deal size where investment bankers start caring about your story

2

Weeks from kickoff to a complete buyer-ready brand package

03 — Case Studies

Who we help.

A 15-year-old service business preparing to list. The owner knew it cold but had never had to explain it to a stranger with a checkbook.The Seller

case study #1

An emerging VC firm in the agtech and food science sector that needed to build LP and founder trust through consistent, credible thought leadership rather than one-off content.

Client

iSelect Fund

Results

• Increased AUM more than 20x over the course of 5+ years
• Increased investor engagement and participation in the fund by more than 40%
• Established the fund executive team as leaders in their field, garnering media interest, inbound investment, social proof and more
• Established one of the leading specialty conferences in its industry, doubling participation annually for 3+ years
• Put the iSelect name in front of thousands of new startup companies in its verticals, allowing the fund to be as selective as possible when making its investments, enabling greater outcomes

An ex-corporate buyer who signed an LOI on a $2M business using an SBA loan. Needed to reposition the brand and make it legible to employees and customers on day one.The Buyer

case study #2

With a team spread across three continents and investments in companies worldwide, Unovis was struggling to communicate its value prop to US-based audiences and investors. 

Client

Unovis

Results

• Became the premiere alternative protein venture fund in North America.
• Created new connections with investors and industry stakeholders, contributing to the close of its second $150M+ USD fund.
• Increased investor engagement via regular communications, positioning the General Partners as the go-to source for information and analysis in, increasing reinvestment rates.
• Improved its digital presence and website in order to drive traffic and capture leads.
• Raised the profile of its portfolio companies both large and small, helping them gain attention in the growing US market for alternative proteins.

Ready to Get Started?

More of the right clientswithoutmore of your time.

Schedule a Call→

20-minute discovery — no obligation