It was great to see you at the NAEPC Advanced Estate Planning Strategies Conference, 2023!

Financial planning firms, wealth managers, banks, investment funds, estate & tax planners need laser-targeted marketing.

Most firms that offer financial services, wealth management, or investment funds don’t get the best results for their advertising dollars. Underestimating the importance of specialized knowledge, these firms hire marketing agencies that don’t understand the nuances of these highly specific fields. The result? Cookie-cutter campaigns. Muddled messaging.  The tone just a little…off.

Often, these marketing agencies go too broad, fail to focus the story, and offer little insight into what’s really going on with their campaigns, so firms spend money without really achieving, or even knowing their ROI.

Even worse, some agencies inflate their numbers and results by buying generic lists or relying solely on Google’s demographic targeting tools, instead of integrating those tools with a strategy that targets the right kind of client. So, even when ads bring results, you can get flooded with unqualified, confused, or downright useless leads.

At Screenfire we work to fanatically understand your market and your goals. Then we deploy proven methods, search & ad strategies, and real-time dashboards—that not only bring more leads, but help educate, sort, and inform your audience so that you get more qualified leads.

In this space, it’s also crucial to establish authority, trust, and meaningful market presence—or the right clients just won’t engage. That might mean remarketing ads on the internet, podcasts, or ads in the Wall Street Journal. Every case is different, because it depends who you are trying to reach and what market you are trying to create.

If you hire us and stick with our campaigns long enough to show results, we bet we can improve on whatever you have going on right now.

Contact us now for a no-obligation initial audit so we can make a recommendation on a marketing direction.  If you decide to sign up with us, we ask only for a six-month commitment, unlike most agencies that ask for a full year.

Sign up here with your business email to get the Estate Planning+ Marketing Mini-Guide and our free newsletter!



Sample Digital Marketing Dashboard
We provide real-time client dashboards where digital marketing can be monitored continuously by clients. See our case studies.


Our podcast, “Essential Estate Experts” launches Winter 2023! Learn more.


We address your special challenges.

Firms that focus on financial services for high-net-worth individuals face unique challenges in marketing.

You know the issues: These folks need your services, but they may not quite understand what you do—or why your offering is unique. To compound the problem, the financial services market is saturated with cheap, “quick and dirty” cookie-cutter options, and the critical benefits of specialized professionals aren’t always clear to a layperson. Unrealistic cost expectations can be the result–making finding qualified leads for a practice difficult.

You need a marketing team that can thread the needle between educating potential clients and making a strong call to action: You also have to position your firm to find and attract clients who understand and appreciate the need for specialized experience and your firm’s special sauce. How do you distinguish yourself from the pack? What makes your firm different? And what’s the simple, clear story that brings out that difference?

Our team crafts websites that bring firms into the modern era of great client experiences.

Too often, websites in the financial services industry are static and uninviting, causing potential clients to leave and seek out competitors. Or just get bored. Stuck in older website styles or built without a clear strategy, your site may deliver a lousy client journey or customer experience. Clients then come to you without good information, unable to ask good questions.

We take a dynamic approach to website design, development, and long-term maintenance, creating sites that feel sleek, professional, and user-friendly. Our lead website designer and art team have a proven track record of delivering websites that are optimized for mobile devices: a critical need in a world where financial service websites typically see 85% of their traffic coming on mobile.

We also bring a high level of creativity and experience to the table, thanks to our Creative Director and team that have developed brand communications for some of the world’s most recognized companies. We take a holistic approach to website design, ensuring that every aspect of the site is optimized to provide an exceptional client journey, from the initial landing page to the final call-to-action. With our expertise, we can help your firm stand out in a crowded marketplace and attract the clients you need to thrive.

We offer an integrated toolbox designed for you.

Many teams struggle with scattershot marketing efforts. They may be spending their marketing budgets to be included in massive online directories that yield poor returns. They may be outsourcing their web work to one firm, their digital marketing to another, their SEO to a third, and so on–without the benefit of an overall strategic plan or serious content planning.

We firmly believe that coordination is the key to success. Every aspect of our marketing strategy is interconnected and designed to work together seamlessly, ensuring that your branding, content creation, digital marketing, social media management, and analytics all contribute to creating a powerful and memorable impression on potential clients.

We offer a fully integrated services toolbox designed to address the marketing needs of your professional service–whether you are a solo practice, a mid-size firm, or the specialized department of a larger firm. With our expert guidance and support, you can create a powerful and cohesive marketing strategy that delivers results and drives business growth.

Integrated Marketing Toolbox

We craft your story, using your voice.

As an expert in your field, you know the importance of helping craft the most critical chapters of your clients’ life stories. We’ll help you craft yours. Our process often begins with intensive strategic branding. What is the perception clients have when they think of your team? What impression should they be left with when they visit your website, see your ads, read your testimonials, step into your office, or consult with your team?

White-glove service? Inexpensive, but caring? Heroic? Daring? Reliable? Different branding appeals to different audiences.

Our specialized brand visioning incorporates your firm’s narrative into every stage of the client journey – from the initial discovery to the completion of services and beyond.

How can your unique story be honed and reinforced, or entirely reimagined in the marketplace, from actual client experiences to referrals, visuals, advertising, social media, organic search, and digital marketing?

We provide research with real, actionable results.

If needed, a specialized team can provide strategic research and analysis to uncover client insights—targeted, rapid, and actionable. This group extracts the underlying story to inform the decisions that drive your unique practice’s growth, client experiences, and brand differentiation—to encourage repeat engagements and referrals. Our insights team utilizes qualitative and quantitative methods, focus group moderation, broad-spectrum analysis, competitive analysis, and more to support leading firms. Clear information objectives make for good data, and good data makes for informed choices!

Here for you now. 

Screenfire Media has a proven track record of success in working with financial planning, wealth management, estate and tax planning firms. We help increase their online visibility, attract new clients, and grow their businesses through our innovative marketing solutions.  

Our commitment to storytelling and imaginative marketing strategies ensures that your message resonates, driving leads and building lasting client relationships.

Let us help you take your marketing to the next level. Contact Screenfire Media today to learn more about comprehensive marketing services tailored specifically for you.