We Help Wealth Management Firms Get Noticed

Magnolia works with wealth management firms to plan for marketing strategy, and brand storytelling for a changing and highly competitive industry, and unlock competitive advantage.

How we help the Wealth Management Industry

Brand and Growth Strategy

The growth strategy of a wealth management firm drives its success. Magnolia’s wealth management specialists work with our customers to build authentic brands to reach their targeted audience. The growth strategy ensures agile programs and creative digital marketing programs are personalized for success.

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Sector Expertise

Our wealth management team stands ready to deploy their knowledge to help generate personalized content, targeted wealth management programs, and define unique customer profiles to speak directly to their high net worth clientele.

Thought Leadership Branding

Magnolia employs our proven PR and thought leadership programs to position wealth management advisors as leading resources for media outlets. We have long-standing relationships with journalists and speaking outlets in the financial services sector to build strong brands and cultivate long-term success.

Wealth Management Marketing Services

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Digital Marketing

The results from our marketing activities and abm programs include filling sales pipelines with strong, qualified customers. Our B2B digital marketing campaigns are strategically designed for your customer journey and mapped to target personas.

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Web Design & Development

Our B2B web specialists are experts in the field of lead generation and developing strong websites designed to engage and nurture customers at every step in the customer journey.

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Public Relations

We started off as a PR agency, and evolved into digital marketing so we know this world. We help clients reach stakeholders, customers and media partners with a goal to build your thought leadership voice in top tier channels.

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Media Buying

Media buying is an art, and we can help you develop a solid advertising plan that reaches your customers. Not only will we research opportunities in vertical publications, trades and journals, but we’ll stay on budget and uncover new leads.

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Social Media Marketing

Our social media content is not only creative but strategically designed for business to reach the interests of your customers. As your strategic partner, we have the platforms, tools and knowledge to build your brand and social presence.

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Search Engine Optimization

Today, every business needs a strong SEO marketing plan to drive up your digital rankings and drive audiences to your website. Our team will conduct a full audit of your website and review how your keywords rank online and against your competitors. 

Our Customer Success Stories

BlueShore Financial

BlueShore Financial

Moneycorp Americas

Moneycorp Americas

Ascendant FX

Ascendant FX

Ready to talk, and connect with our wealth management marketing specialists?

Magnolia was founded in Vancouver, British Columbia, Canada excels in empowering tech sector clients with targeted B2B marketing strategies. Our expertise is in helping businesses reach their goals and tap into new audiences, particularly in the fast-evolving tech industry.

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