Business Details
Your Trusted Financial Marketing Partner in Boston
Marketing Matters is a specialized marketing firm based in the Boston area, recognized for its deep expertise in financial services marketing. Our team combines a fresh approach to firm story development with sophisticated web and graphic design capabilities to help financial advisors, retirement plan providers, broker-dealers, and institutional firms elevate their brand and drive business growth. With over two decades of combined experience from our lead professionals, including former roles at Fidelity Investments, we deliver tailored marketing solutions that build trust and foster client engagement. Our services span strategic roadmap development, custom website creation, and comprehensive digital marketing assets, including logos, print materials, and video content.We prioritize a consultative approach, ensuring each client's unique value proposition is clearly communicated through cohesive branding and innovative design. Our clients benefit from our commitment to transparency, industry-specific knowledge, and a results-oriented focus on enhancing client relationships and growing assets under management. By leveraging our expertise in competitive analysis and digital marketing trends, we help organizations navigate the evolving financial services landscape while maintaining cost-effective, streamlined operations. Our team consists of certified professionals with extensive experience in marketing strategy, content development, and design oversight, ensuring every project meets the highest standards of quality and effectiveness.
Services
Strategic Marketing
Custom Websites
Branding Solutions
Digital Marketing
Video Production
Graphic Design
Social Media Profiles
Marketing Collateral
Logo Design
Client Engagement Tools
Highlights and features
- We offer 20+ years of combined experience in financial services marketing from our lead professionals.
- Our team provides tailored marketing solutions specifically for financial advisors and institutions.
- We combine strategic roadmap development with award-winning web and graphic design capabilities.
- Our consultative approach ensures clear communication of your firm's unique value proposition.
- We deliver measurable results through cohesive branding and digital marketing strategies.
Services
Strategic Marketing
We develop customized marketing strategies that align with your financial firm's goals and target audience. Our approach combines industry expertise with data-driven insights to create actionable plans that enhance brand visibility and client acquisition. By focusing on your unique value proposition, we help you stand out in competitive markets while ensuring consistent messaging across all platforms.
Custom Websites
Our team creates professional websites tailored to financial advisors' specific needs, featuring intuitive navigation and compelling content. We prioritize user experience and lead generation through responsive designs that adapt seamlessly across devices. Each website is built to reflect your brand identity while incorporating SEO best practices for improved online visibility and client engagement.
Branding Solutions
We craft cohesive brand identities that communicate your firm's values and expertise effectively. Our services include logo design, color palette selection, and style guide creation to ensure consistent visual representation across all marketing materials. By aligning your brand with your business objectives, we help build trust and recognition among your target audience.
Video Production
Our professional video content helps financial advisors tell their story in an engaging, memorable format. We produce client education videos, team introductions, and service explanations that enhance credibility and emotional connection. These assets are optimized for website integration and social media distribution to maximize reach and client retention.
Marketing Collateral
We design high-impact marketing materials including brochures, pitchbooks, and presentation decks that clearly articulate your value proposition. Our collateral combines visual appeal with strategic messaging to support client meetings and prospect outreach. All materials are created to maintain brand consistency while providing practical tools for your business development efforts.
People
Susan Ryan Block
Founder & Principal
MBA with 20+ years in financial services marketing, specializing in digital strategy and brand development. Former Fidelity Investments marketing manager, now leading all design and content initiatives at Marketing Matters.
Albert E. Block
Principal
10-year Fidelity marketing veteran focused on competitive analysis and program implementation. Helps clients leverage unique differentiators in evolving financial services markets while optimizing cost efficiency and client retention strategies.
Questions
What financial services firms do you specialize in?
We work with financial advisors, family offices, RIAs, investment managers, retirement plan providers, banks, and insurance companies seeking tailored marketing solutions.
What services do you offer for financial advisors?
We provide strategic marketing plans, custom websites, branding materials, video content, social media profiles, and print collateral specifically designed for financial services professionals.
How do you approach brand development?
We create cohesive brand identities through logo design, style guides, and consistent messaging that reflect your firm's values and differentiate you in competitive markets.
Can you help with digital marketing strategies?
Yes, we develop comprehensive digital marketing strategies including SEO-optimized websites, targeted content creation, and social media branding to enhance online visibility and client engagement.
What makes your agency different?
Our exclusive focus on financial services marketing, combined with our team's 20+ years of industry experience and proven track record with over 100 financial firms nationwide.
