Marketing Communications

The thought of building a brand often leaves people frozen. How to get started and what to do next isn’t an intuitive process. The ProEquities marketing communications group knows just what to do to help you begin – and to develop a plan for moving forward. If you are not doing business under the ProEquities name, one place to start may be your logo.

Creative Brief

This easy-to-follow, step-by-step roadmap can be constructed on your own or during one or more interviews conducted by ProEquities staff. This process helps to bring your goals, competitive differentiators, logos you have seen and liked or disliked, your target market, and many other factors that can help to shape your brand to the surface to shape it going forward.

Naming Your Business

Although we can’t give legal advice for issues regarding naming your business, we can help you brainstorm names that fit your company. We can even conduct an initial search to see if they appear available.

Designing Your Logo

Through a third-party company, we source waves of logo design submissions. Over the course of a week, we work hand-in-hand with you to sort through them. We will help you narrow the choices until you have the perfect logo for you and your business.

Applying Your Logo

We’ll also help you decide how to place your logo on marketing materials.

We know you’re busy running your firm. ProEquities is here to facilitate robust, strategic social media campaigns that fall within compliance standards. We have a lineup of preferred vendors who provide a comprehensive array of content development and marketing automation services.

You control the topics and your targeted campaign lists, and our preferred vendors manage content generation that is FINRA reviewed and ProEquities approved. We help our advisors learn about solutions we’ve developed to create an automated, seamless approach. If used successfully, these social media strategies can forge new connections and maybe help you acquire new clients.

ProEquities is here to support our advisors in building a social media strategy that meets your business needs and is vetted through the compliance process. Ample training resources are available for inexperienced advisors, while in-house consultants can help more savvy advisors achieve continued success through innovative approaches.

With diverse backgrounds in marketing communications, we know who to ask if we can’t answer your questions. Our range of knowledge and contacts are not limited to just financial services but span marketing expertise in industries ranging from academia and travel to digital communications.

With diverse backgrounds in marketing communications, we know who to ask if we can’t answer your questions. Our range of knowledge and contacts are not limited to just financial services but span marketing expertise in industries ranging from academia and travel to digital communications.

Marketing Campaigns

Every advisor is different, with varied target markets, and changing goals and aspirations over time. Marketing starts with you, and we will help you build strategic campaigns through the support of trusted third-party vendors.

Client Events

You, in the field, create our best ideas. ProEquities' advisors like to share both their successes and stumbling blocks, and we pass these along to you to help create great events.

Advertising Tricks of the Trade

If you want copy for a 30-second radio commercial, how many seconds of “sound” do you produce? If you want to name your company, what is the first place you should check name availability? If you move to a resort community an hour away from a larger, metro area, how can you advertise to get new clients? Join ProEquities to get answers to these questions and more!
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