Our Services
At VEMM, we provide custom 360° marketing solutions tailored to where you are in your business journey. Whether you're an Emerging Adviser building your foundation, a Growth-Focused Business looking to scale or a High-Growth Firm ready to dominate your market, our solutions meet you where you are.
Our 360° approach covers every essential aspect of marketing to attract, engage and convert your ideal client. This includes referral marketing, brand positioning, website design and optimisation, email nurture sequences, SEO, content marketing, social media marketing, chat marketing, paid advertising and marketing automation. Every element is executed by a team that understands the financial advice industry inside and out.
Explore our three marketing programs below:
Fundamentals
For financial advisers looking to leverage their existing network, the Fundamentals marketing program provides the essential marketing foundation for sustainable growth. Referral marketing is a key focus. Our referral strategy has been developed with advisers and provides coaching, scripts and referral automation tools, ensuring you maximise opportunities within your current connections.
A strong digital presence enhances the impact of referral marketing by reinforcing credibility and trust. Depending on your existing setup, this may involve a strategic review and refinement of your website, social media profiles and personal branding to ensure consistency and professionalism. If gaps are identified, we optimise what’s in place and add key elements where needed to position you as a trusted expert in your field.
For those looking to introduce automation, a basic chatbot can be implemented to assist with appointment scheduling and FAQs.
Expansion
For advisers looking to scale beyond referrals and attract a wider audience, the Expansion marketing program introduces strategies that extend your reach and enhance client acquisition efforts. While referral marketing remains a core element, this stage often includes tools such as content marketing, lead generation, automated nurture sequences, and paid advertising, depending on your current marketing ecosystem. Some advisers may also explore chat marketing, using website chatbots and social media automation to engage and qualify leads in real time.
The exact approach is customised based on your business needs, ensuring that each strategy supports your next phase of growth.
Advanced Growth
For firms looking to dominate their market, the Advanced Growth marketing program delivers a comprehensive, multi-channel strategy. It’s designed to maximise visibility, scale lead generation and position your firm as an industry leader. Referral marketing continues to play a vital role, often alongside strategic partnerships, advanced paid advertising, thought leadership initiatives, and high-converting funnel automation. The exact mix depends on what is already in place and where the biggest growth opportunities lie.
This program is designed for firms with a minimum ad spend of $10,000 per month, ensuring that your marketing efforts have the resources needed to make a substantial impact.
Tailored Solutions for Specific Needs
Beyond these programs, we offer customised marketing support for advisers who want to enhance specific aspects of their strategy. Whether you're looking to integrate chat marketing, refine your referral system or optimise a particular campaign, we provide tailored solutions to fit your goals.
Not Sure Which Program Is Right for You?
Book a complimentary strategy session, and we’ll assess where you are, identify opportunities and explore how we can bridge the gap between your current position and your next stage of growth.