Olivia 🎯 Luper's Linkedin Analytics

Tired of sub par results from your marketing? Don’t feel like your business vision aligns with your current values? At Lexicon, we develop and implement custom digital marketing plans for *growth-focused financial professionals* who are ready to grow in months, not years. We start by helping you uncover your bigger vision, then work that vision into your marketing message so *the right* clients show up on your calendar ready to buy! Then we build and implement the systems that work to keep them coming in so you aren’t stuck in the feast or famine cycle. + Marketing that sounds like you! + Strategy that brings it to life. + And a partner who does the heavy-lifting for you. 👉🏻WHAT YOU GET: • Client Acquisition & Conversion: Build a roster of ideal clients (think fantasy football but with your book of business). • Elevated brand identity: Impress your HNW clients. • Time Savings: We manage your marketing, you focus on advising your clients. Get excited about growing your advisory business again!! 🥳🍾 You see, you and I simply aren't that different. We both want to help more people, we both want to feel satisfied and fulfilled in our careers, and neither of us wants to spend all our waking hours spinning our wheels trying to bring the next client in the door. I'd rather watch a sloth race. So, Lexicon is here to help you. === When it comes to marketing, financial advisors face three main challenges: 💡KNOWLEDGE GAP Don't know what to do or how to get started. 💡TIME RESTRICTIONS Don't have time to implement the marketing systems that fuel growth. 💡 LACK OF PROPER SUPPORT Don’t have an in-house team to do it for them. The problem is you'll never get the results you're after without an omnichannel digital marketing plan in place. That's where Lexicon Advisor Marketing comes in. === 👉🏻Here's How We Do It: Our 3-Pronged Approach There are three parts to any great marketing plan: (1) a vision, (2) a strategy, and (3) implementation. 1. You need a purpose-fueled vision to feel good about selling your service. 2. You need a strategy to bring that vision to life. 3. And then, of course, you'll need to do the dang thing = implementation. === Our clients, on average book 18-25 new ideal clients each year— adding 25- 100+ MM new AUM. 😎 Will you be next? Schedule a Strategy Call using the link in my FEATURED section. P.S. Not only do we serve financial advisors, but other financial experts in our space including asset managers, business consultants, fintech companies, and other B2B companies who serve financial advisors.