Ways to Engage.
Flexible options designed to meet your needs.
Our engagement models are designed with your needs in mind. Whether you prefer the swift, tailored approach of our project-based services or the flexibility and strategic support of our concierge Retainer Partnership, we’re here to help.
I'D LIKE A FULL SERVICE MARKETING TEAM TO SERVE AS AN EXTENSION OF MY FIRM.
Concierge Retainer Partnership
Consider us an extension of your team, taking charge of marketing implementation so you can focus on what truly matters: caring for your clients.
IDEAL FOR:
Established firms seeking to outsource to specialized financial services marketers
Sophisticated advisors wanting expert marketing support without hiring a full-time team
Teams needing hands-on execution for design, writing, and more
$240 / hour (six month minimum engagement)
IDEAL FOR:
Established firms seeking to outsource to specialized financial services marketers
Sophisticated advisors wanting expert marketing support without hiring a full-time team
Teams needing hands-on execution for design, writing, and more
$240 / hour (six month minimum engagement)
I NEED HELP CREATING MY DBA OR TACKLING A PROJECT WITH SPECIFIC DELIVERABLES.
Project-Based Engagement
From brand development and capability decks to websites, firm profiles, and more, we bring efficiency, expert guidance, and creative support to tackle projects of any scale.
IDEAL FOR:
Practices who want to create and launch their brand (DBA)
Successful teams aiming to elevate their marketing collateral to a professional level
Firms seeking to enhance their digital presence with updated websites and online profiles
$325 / hour*
*For two WGP team members, no double-billing
(package discounts available)
IDEAL FOR:
Practices who want to create and launch their brand (DBA)
Successful teams aiming to elevate their marketing collateral to a professional level
Firms seeking to enhance their digital presence with updated websites and online profiles
$325 / hour*
*For two WGP team members, no double-billing
(package discounts available)
