You Built Your Book. Now Build Your Brand.
A free marketing and PR toolkit for financial advisors who are ready to be seen, heard, and sought after.
Our Toolkit gives you the roadmap to build visibility and credibility, even if marketing has never been your strong suit.
We specialize in compliant marketing and PR for financial services. That means we understand the rules, the regulations, and the nuances that make your industry different.
We've helped advisors:
Launch new firms with full brand identity and marketing suites
Secure coverage in Reuters, Barron's, MarketWatch, and Financial Planning
Generate $50M in new AUM through strategic PR campaigns
Build websites that capture leads and tell compelling brand stories
Create thought leadership programs that position them as trusted voices
Marketing is no longer optional - it's an extension of the advisor-client relationship. We help you connect every piece of the puzzle into one cohesive, consistent program.
Inside, you'll find:
Why 77% of advisors have no marketing strategy (and how to avoid being one of them)
The marketing foundations that create consistency across every client touchpoint
How to amplify your reach through PR, content, and digital discoverability
SEO and GEO strategies to ensure you show up in AI-driven search
A step-by-step action plan checklist you can implement immediately
Real case studies: how we helped firms like yours drive 40% increases in leads and $50M in new AUM
Download the toolkit by filling out the form below to get started - or reach out directly to discuss how we can support your firm's marketing, PR, and digital needs.
“Kane & Hook helped us transition from a wirehouse to independence with confidence. Their compliant marketing approach gave us the visibility we needed to hit the ground running.
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