Bringing Your Ideas to Life

What We Do

We like to think of ourselves as your one-stop shop, all-inclusive, in-house design firm. We believe in high-touch and highly customized materials. If we can get it compliant, we can likely get it done. We also know that not everyone has hours to think about marketing materials or marketing strategy. That’s where we come in.

Click on the topics below to learn more about some of the services we offer.

 

Whether you need help generating ideas, want to know what’s working for other advisors, or you have an idea you want to bring to life, we’ll help you every step of the way.

Social media is a great way to authentically connect with clients and prospects as well as establish yourself as a trusted source in the finance space. Whether you’re just getting started with social media or are a pro, our team is here to help you market yourself in an effective way.

Our corporate writers are here to help you with any and every writing need you may have. From ghostwritten 1,000+ word articles to a short e-mail to clients, no job is too big or too small for them.

At Stifel, we believe the advisor is the brand and that each advisor should have their own brand within the Stifel brand. That’s why we created the building your brand process. We dive deep into you, your business, your clients, and what sets you apart from other advisors to create a brand that’s totally unique to you.

Websites are your digital store front. We’re here to help you build a custom website helps you make a great first impression on prospects, educates clients, and helps you grow your business

With digital marketing, you are able to target your ideal client with the right message at the right time. There are a number of different strategies that can be leveraged and we’re here to help you figure out which is best for you.

Any item that is not created by our team that will be seen by 10 or more people will need public communications review. This can include a letter to clients or prospects, vendor materials, sponsorships, events and more.

Print marketing is still a great way to establish brand recognition and show your support for local causes or events. We’re here to help you create eye-catching materials that showcase you and your business.

We’ve created hundreds pre-approved marketing materials to make your life easier. Our pre-approved materials cover a wide array of products and services and are available in different formats to suit your needs.

We create product and services brochures to help you market the wide variety of things Stifel has to offer clients.

From shooting in our studio at HQ or shipping a remote kit to your office to assisting with branding and messaging of your video created by an outside firm. The Marketing team can help with any and all video questions you may have.

Our team helps create, publish, monitor, and market all podcasts in the Stifel network.

We’re here to create everything regional branch managers and recruiting branch managers need to effectively market the firm to financial advisors looking to make the switch to Stifel.

All Stifel Wealth Tracker marketing materials fall in our domain. We create commercials, tutorial vides, client-facing e-mails, and even assist with the look and feel of the app and website.

From national commercials to theatre naming-rights, if it involves the firm as a whole and will be seen by the public, we create it.

As Stifel continues to grow, so does our list of subsidiaries and affiliates. We help each of these companies build marketing materials that fit within the Stifel brand while remaining true to the affiliate or subsidiary.

 

Documentation & Process Team Meeting

We Probably Do That

Wondering if we do something that’s not on this list? Chances are we do. Reach out to our team with your idea and we'll help bring it to life!

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