At Blog Trackr we’re committed to helping businesses grow and reach their goals. It’s small businesses that continue to innovate and expand, and push the status quo; you’re the renegades of the economy which is why helping you is our top priority.
M3 Wealth Advisors is an organization that we are extremely excited to partner with to work with them towards reaching their goals. When we came across M3, we were inspired by their mission and vision, and extremely excited to begin helping them.
M3 Wealth Advisors is a small private wealth management firm in the Boston area. A local business they work largely with clients in the Boston/New England area. Traditionally investing was for the wealthy who could afford high fees charged by highly tailored services, M3 is trying to break that trend by making investing accessible for everyone.
Their philosophy is simple: they want to help a new generation of investors save for future financial goals and eventually retirement. To do that they provide automated investing services and risk analysis, no need for extensive fees and long meetings you can handle your finances at the click of a button. Pretty cool stuff!
The problem is they’re a pretty small team and as a result needed some help getting their marketing efforts off the ground.
From the start
When we met with M3 they had some pretty big goals.
- Design a new and eye-catching website.
- Set a regular content strategy to build their brand, methodology, and subscriber base.
- Implement a social strategy to delight their followers.
- Recruit team members.
Wow, that’s quite the list! Fortunately with our one on one marketing coaching services we were able to help them reach their goals. We sat down with them and set regular strategy sessions while assisting with site development and content creation. It was a pleasure working with M3 from the get-go. Seeing them build their brand and begin to gain a following has truly been remarkable. As proud users of our platform, they’re able to generate quality content to blog about as well as share with their followers as they’ve taken full advantage of our services.
We got a great deal of the hard work out of the way for M3. They have a new website and a content strategy that kicks serious butt. That doesn’t mean we’re done though, instead we’re just beginning. We want to see M3 all the way through to ensure that they hit their revenue targets for the year to bring in more clients. As they bring on team members we’ll continue to train their staff and set strategy for the quarter to ensure they stay on track.
That’s what it’s all about right? Helping small businesses grow and succeed. Our plan is to stay the course with M3 so they can keep leveling up and building out their marketing strategy. They have some pretty big goals in the Boston area and beyond, and we want to help them get there.
The road from here
We’ve done quite a bit of work over the past month and it’s really just starting. 2018 is going to be a big year for M3 Wealth Advisors, that’s our mission and promise. Interested in partnering with us as well? Send us a message on our contact page to learn more.