Marketing | Aurmis

Marketing Services

Strategic Marketing for Financial Advisors That Drives Growth.

Effective marketing is more than posting content or running ads—it’s knowing your audience, understanding your competitive landscape, and communicating your value with clarity and consistency. At Aurmis, we create marketing solutions tailored specifically for Independent Financial Advisors, RIAs, and Wealth Management Firms. Our work blends strategy, creativity, and industry expertise to help you connect with the right people at the right time.

marketing services for financial advisors

Why It Matters

Marketing That Strengthens Visibility and Supports Sustainable Success.

Inconsistent messaging or an unfocused marketing approach can leave your firm overlooked by prospects who need your guidance. Strategic marketing ensures your story is told effectively and your brand is positioned for long-term impact.

Aurmis delivers a full suite of marketing services that are designed to reinforce your expertise and increase engagement across every channel.

Whether you’re building a marketing foundation or looking to elevate your current initiatives, we’re here to help you create meaningful outreach that attracts prospects, supports client retention, and fuels ongoing growth.

By The Numbers

Social Media & Email*

Financial advisors using platforms like LinkedIn and email marketing generate significant new business.

Email marketing was ranked among the top three most effective marketing strategies for financial advisors, while 94% of advisors using social media for business gained new assets. The average asset gain per advisor from social media was $4.9 million.

*Putnam Investments Study / Kitces Report

Content Creation*

Advisors using content marketing grew faster and spent less on client acquisition than those using traditional methods (e.g., referrals).

Advisors who consistently blog were 3x more likely to report that prospects found them through search.

*Kitces Report / XYPN Benchmarking Study

Marketing Services

Marketing That Communicates Value to Your Audience.

We bring extensive branding experience in the financial industry, with a clear understanding of your competitive landscape and discerning audiences. Our work ensures your firm stands out, looks established, and builds lasting trust from the very first impression.