Wealth Advisor Capabilities 2023

WE NAMED OUR FIRM “EXT.

”

BECAUSE WE ACT AS AN ‘EXTENSION’ OF YOUR TEAM.

COMPANY OVERVIEW

13+ years in business

100% focus on the financial services sector

3 offices in London, New York & Toronto

Majority women-owned business & 40% female executive leadership

50+ employees

In-house Analysts with Bloomberg terminal research capabilities

THE EXT. ADVANTAGE

POWER OF AN AGENCY OF ONE

EXT. MARKETING

Leverage a targeted and multi-faceted digital and content strategy from an agency focused 100% on the financial services sector since 2010.

FULL SERVICE AGENCY IN-HOUSE CAPABILITIES FINANCIAL SERVICES FOCUS

Enjoy the benefits of a fully integrated service that is already familiar with your team, including:

• Account manager

• Project manager

• Ongoing support

• Bundled pricing

Work with a team of 50+ seasoned in-house digital marketers, content creators, certified writers, analysts and media strategists:

• Content creation and editorial planning

• Research analysis

• Website and micro-site development and support

• Social media management

Capitalize on our strong expertise in the industry’s best practices:

• Experience with wealth advisors and target audiences

• Technical and subject matter expertise

OUR TEAM’S INDUSTRY EXPERIENCE

Our team conducts research using:

REPRESENTATIVE CLIENTS

STRATEGIC SERVICES

KEY MESSAGING & FIRM NAMING BRANDING & VISUAL IDENTITY BRAND AWARENESS & LEAD GEN CAMPAIGNS

We believe that every successful brand has a strong messaging foundation. We help our clients define their brand promise, value proposition and key messages through a series of interviews and distilling them into a simple Key Message Framework.

Once your key messaging is in place, you need a visual identity that reflects who you are, your values and your product/sales promise. Whether it’s a logo refresh or developing a complete brand package, our creative team will develop something that is authentic to you.

THOUGHT LEADERSHIP & CONTENT STRATEGY SOCIAL & DIGITAL ENGAGEMENT STRATEGY

A good content strategy puts the right content in front of the right user at the right time, in the right format. We build content strategies to engage, educate and drive readers to act.

We use an integrated approach to develop your digital strategy – whether that’s through your website, social channels or OTT applications. We use video, html infographics and content to engage, then metrics to measure. We also help client maximize their CRM platforms.

Content is king – but it needs to be supported by strong creative and campaigns that leverage all relevant platforms. Our design team will give you ideas for infographics, ads and campaign materials that will garner attention and drive action.

CONTENT, DESIGN & DIGITAL SERVICES

PITCHBOOKS & PRESENTATIONS WEBSITES & SEO WHITE PAPERS & ARTICLES

As your firm’s narrative evolves and becomes stronger, your pitchbook must also adapt. Our team will work collaboratively with you to help reflect the maturation of your firm in your updated pitchbook.

A website should be a tool that engages clients. Our team writes content, designs and builds sites that deliver a premium client experience, drive engagement and help firms grow. We also provide Search Engine Optimization (”SEO”) services.

Strong content is at the heart of every sales and marketing initiative. Our team of writers includes CFAs who can produce deep-dive technical whitepapers, as well as thought-leadership pieces and other collateral.

BROCHURES & COLLATERAL

Brochures and other collateral still play a role in any sales process. Our team will help structure, write and design materials that will help you inform your end-clients and lead to a sale.

Email continues to be a powerful way to communicate with your target audience. The trick is to write email copy that gets noticed and design that has impact. Our team can deliver – so you get more responses.

We write monthly, quarterly, semi-annual and annual investment letters for alternative asset and hedge fund managers. We also develop branded templates that make your communications look more professional.

WEALTH ADVISOR CASE STUDIES

PRECEDENT WEALTH

NAMING

Developed 12-14 firm name options, including name origin story that tied into firm messaging and culture for the new firm.

MESSAGING & BRANDING

Interviewed stakeholders to deliver key messaging, logo, and visual identity.

CONTENT STRATEGY & COLLATERAL

Using the key messaging and branding as a foundation, developed collateral including stationary, pitchbook, brochure, and welcome letter.

WEBSITE BUILD

Created the website to reflect the new business and support the content strategy

PRECEDENT WEALTH

Logo Stationery Package

Visual Identity System

PRECEDENT WEALTH

PRECEDENT WEALTH

Inside pages

Pitchbook cover

PRECEDENT WEALTH

SOURCE FINANCIAL / WIFE2CFO

CASE STUDY: brand, pitchbook, social campaign & microsite

KEY MESSAGING & PITCHBOOK

Designed messaging and pitchbook for the program

CAMPAIGN SITE SOCIAL CAMPAIGN

Used social to promote program and Founder

Built campaign website to support event enrolment

2.

1.

3.

SAMPLES OF WORK: BRAND BUILDING & COLLATERAL

STATIONERY PACKAGE

Firm name, logo, brand guidelines

Brand guideline

Business card design and production

Envelopes & Email

Letterhead

Color palette

PITCHBOOKS

1-PAGERS & BROCHURES

SAMPLES OF WORK: CAMPAIGNS & LEAD GENERATION PROGRAMS

ADVISOR TOOLKIT – B2B2C

Advisor email toolkit

Client email templates

Presentation guide

Conversation guide

BRAND AWARENESS - DIGITAL CAMPAIGN

ADVISOR CAMPAIGN – SALES TOOL: INFOGRAPHIC

ADVISOR SUPPORT - CLIENT SEMINAR PRESENTATIONS

SAMPLESOFWORK: THOUGHT LEADERSHIP & CONTENT STRATEGIES

CONTENT STRATEGY

WHITEPAPERS

30

RECENT WHITEPAPER TOPICS :

• Active vs. passive investing

• Actively managed and factorbased/smart beta ETFs

• Advanced analytics

• Asset allocation

• Asset manager selection

• Currency hedging

• Credit, convertibles

• Cybersecurity

• Defined contribution vs. Defined benefit

• Emerging markets equity, debt and small-cap investing

• Enhanced equity

• Estate planning

• Exempt market dealer use of technology

• Fiduciary duty

• Future of investor relations/communications

• Goals-based investing

• Idea generation/creativity tools

• Inflation, income, volatility and longevity

• Inflation-protected income strategies

• Investor psychology/behavioral investment

• Investment commentary best practices

• Latin America: macroeconomic and equity markets

• Liability-driven investing

• Liquid alternatives

• Macroeconomic outlooks for CIOs

• Mortgage funds

• Public pensions, individual pension plans

• Private debt

• Private corporation tax changes

• Robo-advice platforms

• Real assets

• Responsible investing/ESG

• Saving for education

• Sector-specific topics: tech, health care, infrastructure, energy, real estate

• Small-cap, large-cap equities

• Time-weighted vs. money- weighted returns

• Value of financial advice

• Venture capital

Small-cap equities paper

Liability-driven investing

INVESTOR LETTERS

Hedge fund manager - e-blasts and quarterly investor letters

Wealth advisor – quarterly investorletters

Outsourced CIO - e-blasts and quarterly investor letters

SAMPLESOFWORK: WEBSITES & VIDEOS

WEBSITES

Interview-style video

Explainer-style video

Motion graphics & interview-style video

Social media video

Motion graphics with voice-over video

White board-style video