A Plymouth Massachusetts boutique, family-owned Financial Services company under $1 million in revenues and in business for 28 years seeks a marketing agency with experience building the brand for small businesses. Guidance on creating and implementing a cohesive marketing strategy to create brand awareness, build trust, and generate leads for in-person meetings for financial planning and investment management clients is desired. The strategy must be measurable with monthly benchmarks to justify the budget being spent.
Jun 28, 2024