Articles & Blog
Looking to learn? You’re in the right place.
Welcome to the Whole Growth Partners blog, where we share insights, strategies, and best practices for financial advisors looking to elevate their marketing and grow their firms. From prospecting tips to building stronger client relationships, our articles are crafted to help you stand out among the crowd. Dive in and discover valuable resources to build your business and enhance your client impact.
Top Five Brand Essentials That Every Firm Needs
Marketing has a way of piling up: a website that was built years ago, social media accounts that get attention in bursts, and PDFs and presentations
Materials That Matter: Marketing Materials That Build Trust and Move Prospects Through Your Funnel
For many financial advisors, marketing is not new. It is simply stagnant. The same brochures, pitch decks, and PDFs have been in circulation for years.
AI: Marketing’s Robo Advisor
Artificial Intelligence (AI) has been a buzzword over the last couple of years. It seems like everyone is talking (or posting) about how an AI
Your Marketing Planning Checklist
One of the biggest marketing roadblocks we hear about from financial advisors is planning. The reality of marketing planning, for many, looks like dusting off last
Holiday Gifting: Your Guide to Client Gifting During the Busy Holiday Season
Are your holiday client gifts ending up in the dark corners of closets or desk drawers? We’ve all been on the receiving end of holiday fruit baskets or waves of cookie tins.
Pride and Promotion: How Whole Growth Partners Helped Stella Oak Reach LGBTQ Clients
The two Principals of Stella Oak Financial & Insurance Services — Brandon Matloff, CLTC® and Suneel Garg, MBA, CLU® — have always been attracted to bold ideas.
Our Two-Year Anniversary: A Look Back at the Beginning
In honor of our two-year anniversary, here’s a look back at WGP’s history through the eyes of partners Laura Landergott and Darcy Ripple. A
A Woman’s Worth: How Financial Advisors Can Better Serve Their Female Clients
Within a decade, women in the U.S. will control $30 billion in assets. Here’s how financial advisors can meet their female clients’ needs. Nowadays, according
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“I love the whole brand messaging process. No one has ever done this for me in marketing—to really distill what we’ve created and who we are. You’ve captured that and put it into such compelling language. I absolutely love it.”
"Working with Whole Growth Partners was absolutely worth it. The depth of discovery and collaboration captured so much more than just what we do... it reflected the mindset of the people who work with us. They did a beautiful job weaving together the themes we discussed and identifying our target markets in a way that feels both true to who we are and distinct in our space. The process made our message feel authentic, customized, and uniquely ours."
“When it comes to marketing, there’s no cookie-cutter fluff at WGP. They helped me create a brand that’s me—bold, a little irreverent, and anything but ordinary. They take my off-beat ideas and sarcasm and turn them into something that actually helps me attract and retain the right clients. Highly recommend—unless you prefer being boring. Then, by all means, carry on."
“We've been using our new website in every meeting to show-off our team and capabilities. Comparing it to other websites, it’s evident we’ve made a wise investment and partnered with the right professional team to handle our firm’s branding. This excellence truly sets us apart. Thank you for helping us get our remarkable story in a form that we’re proud to share with clients and prospects.”
“I appreciate the business you’ve build, and how easy it is to trust the experience my clients will have with your team…you add value to my business just by being you!”
"The Whole Growth Partners team is worth more than their weight in gold. Their creativity and hard work are so incredibly valuable to our team. We're regularly inspired and encouraged by their ability to provide focus to the marketing that means the most to our firm's growth."
"WGP has provided a valued partnership to elevate and support my marketing team, helping us be more effective, think differently, and expand our firm’s impact with both our clients and community."
"They just “get” us. From the first time I sat down with Laura, to our ongoing collaboration with Darcy and the WGP team, our team feels that Whole Growth Partners really listens, understands, and works with us on strategies that aren’t just a cookie-cutter approach. We appreciate their energy and their persistence in always moving us forward!"
"We took our time picking a marketing agency and Whole Growth Partners really stood out. They asked all the right questions, got creative with our project, and impressed us with their portfolio of top financial advisors. They didn't just do the work – they prioritized building a relationship with us, extending white glove service to our entire team. Their commitment to our satisfaction was clear when they went above and beyond to deliver creative that nailed our vision."
"From start to finish, their team was an absolute pleasure to work with and guided us to look within ourselves to create consistent and refreshing messaging across all of our marketing materials. Not only was the process a success, it was FUN! We looked forward to all of our meetings and it never felt like work! We're truly grateful for all of WGP's dedicated work."
"The WGP team is a treasure to our firm. They are wise and talented, coming up with ideas and language so remarkable I often break into applause when they present their work. They are the solution to a problem you don’t even know you have. There aren’t enough accolades for this team. My only wish is that we would have found them 10 years ago."
"With our marketing team’s help & expertise, we transformed what was previously a “feel good” sponsorship event with hopes to create awareness… into a tangible lead gen event to yield prospects from an attractive audience."
"Whole Growth Partners was critical in helping position our firm as a leader in the diversity and inclusion space, especially at Orlando Business Journal D&I events. WGP accelerated our brand with thoughtful touches and actual D&I representation that was so much more valuable than simply claiming our role in this space. WGP brought our brand to life, and we trust their leadership and magic touch. They’re our marketing super power!"
"Our team has really enjoyed working with Whole Growth Partners this past year. They’ve helped us prioritize our marketing and business development, while also sharing creative content that expresses our value proposition and capability. With their guidance, we are accomplishing so much!"
"I had an idea of what I wanted Whole Growth Partners to deliver and they not only hit the nail on the head, but far surpassed expectations. Everyone on the WGP team has been fantastic - our firm's reputation is preceding us in our target markets because of the work WGP has done. This is exactly how we wanted our firm, brand, and client experience to level up!"
"WGP played a crucial role in the successful rebranding of our firm. Collaborating with such a skilled and professional team has been an absolute pleasure, and the combined efforts have been amazing, as evident in the outstanding website and perfectly aligned messaging. We're truly grateful for all of WGP's dedicated work."
"WGP has helped me take a BIG dream and vision and turn it into an actual strategy and plan. The hands-on help outside of the one-on-one consulting has blown me away. I started seeing actual results in my business shortly after I began my work with the firm. It’s so refreshing working with a firm comprised of people who care and are also experts in the field. I truly feel like I have my own in-house marketing department through the work we do with Whole Growth Partners!"
"WGP has helped me take a BIG dream and vision and turn it into an actual strategy and plan. The hands-on help outside of the one-on-one consulting has blown me away. I started seeing actual results in my business shortly after I began my work with the firm. It’s so refreshing working with a firm comprised of people who care and are also experts in the field. I truly feel like I have my own in-house marketing department through the work we do with Whole Growth Partners!"
"When one of the most respected Managing Partners I knew started working with Whole Growth Partners, we knew we had to partner with them too. The team at WGP combines some rare qualities – the ability to quickly and thoroughly understand our business and our markets, great creative instincts and a relentless focus on ROI. They are accessible, organized and focused on helping us grow our firm."
"We knew we wanted to be more purposeful in our marketing. The team at WGP created a revenue-generating strategy and activation plan that creatively combines philanthropic impact with client acquisition. They’re just brilliant!"
“Whole Growth Partners helped us not only fashion our go-to marketing strategies, but also helped us act on our ideas to bring our brand to life. Their organization, availability, and ability to artfully craft messaging that truly resonates with our best clients are second to none!”
"The WGM sessions are both engaging and interactive, and Darcy provides value to new reps and veterans alike. Our reps have a better understanding of the importance of personal branding and how to effectively use LinkedIn. These strategic marketing sessions have been a value add to our reps and our Network."
"There is a huge gap for assistance in the financial services marketing space & reps are ALWAYS asking for additional marketing training for their staff. Kudos to WGP for recognizing the gap and offering a smart solution!"
"It simplified the complex process of creating honest messaging that gets through to customers. I even came away with tools that I can use to update content on my own! I was so grateful for the opportunity to work with Whole Growth Partners and would highly recommend them."
"Working with Whole Growth Partners felt like a true partnership. They genuinely cared about my passions and helped bring them to life in my brand messaging. It was like collaborating with a supportive friend who shared my dedication to my business's success. WGP offered valuable insights that sparked inspiration and encouraged me to think outside the box. Unlike other marketing resources, their approach was personalized and authentic and not a "one-size-fits-all." They met me where I was and guided me to a better outcome!"
