OUR APPROACH

We start each relationship with a consultative session to learn more about your specific goals and objectives, provide strategic marketing and communication recommendations. Our team then executes the approved recommendations.

“We wanted to partner with a marketing company that was a fun place for creative professionals to work that also offered industry-relevant expertise to financial advisors. We couldn’t find one, so we started SKY Marketing Consultants.”

Jeremy Jackson & Josh Roesslein
Co-Founders, SKY Marketing Consultants

01

Learn About You

We provide brief discovery questionnaires that allow us to learn more about you, your team, and the services you offer to clients. We’ll also discuss the plans you have for your marketing initiatives and your budget parameters. This may include enhancing your online presence and creating new, client-and prospect-facing collateral materials.

02

Provide Recommendations

Once we understand your business objectives and marketing needs, our team will create a marketing plan that best suits your goals and objectives. We’ll include realistic yet aggressive timelines that allow your team to review the materials in a timely and cost-effective manner.

03

Execute the Plan

With timelines set and a complete understanding of your marketing needs, we will execute the work, provide you with ample review time, and ask for candid feedback. Once we’ve created strategically focused, on-target messaging and materials, we provide everything you need to print, publish, or share the work with your clients.