Client Success Stories

Freedomarketing began working with Selectpath in the fall of 2003. Selectpath had been relying on internal collaboration and some help from an outside ad agency to fulfill their marketing needs before we met. Selectpath had success, making Profit Magazine's Top 100 Fastest Growing Companies, but felt it was more a product of their business strategy than their marketing. They were looking for a company to guide them through the growth of their business, one that understood their vision, their business and their target audience.

"We found that working with a larger ad agency meant a traditional approach to advertising. They were professional and delivered good ads but we preferred Freedomarketing because of the focus on our client audience. Freedomarketing delivered on messages and marketing that are relevant and meaningful to our target audience." – Jamie Stiles, Business Operations Manager

"We wanted to engage a company that was willing to work with us, to grow with us, who were committed to understanding all of our needs. We liked Freedomarketing's approach and their relevant industry knowledge and marketing expertise, not to mention the price for their services."
– John Sabourin, Partner, Senior Financial Advisor

"Our first milestone working with Kirk at Freedomarketing was a brand development meeting. It was very clear that Kirk understood our vision and our target market. We were impressed with his overall strategy, his revamped interpretation of our message and brand and his plans to integrate the brand throughout our marketing, processes and tools."
– Jamie Stiles, Business Operations Manager

Some of our greatest successes to date include the strengthening of the brand, the integration of the brand with the process, the creation of many marketing tools for communicating with clients and prospects alike. This includes but is not limited to the following:

• Corporate Web Portal and Divisional Web Sites (www.selectpath.ca)
• Corporate Brochure (provided copy and consulting)
• Divisional Brochures (copy and design)
• Brand Development
• Process Development, Integration and Packaging
• Designed and Edited 3 eBooks, 50+ Published Tools and Articles, and 5 Minute Online Seminars
• Divisional Email & Print Newsletters
• Event Invitations (Golf Tournament, Skating Party, etc.)
• Client & Prospect Letters
• Sales Tools
• Presentation Templates for all Corporate Presentations
• Posters for Executive Board Room communicating brand and corporate messages: teamwork, commitment to community, The RIGHT Path, etc.
• 3 Minute Flash Commercial (for waiting room and presentations) highlighting corporate initiatives and approach, vision, business achievements and commitment to community and clients.

We've helped make Selectpath's marketing very real. Their target audience can easily identify who they are and what they do. Even their team has been better able to understand and express who they are and what they do. The Selectpath Team has also been impacted by our marketing efforts. There is great enthusiasm in the brand, as well as the creation of tools that support the team in different areas and in different ways. Their team is pleased with the professionalism of marketing and tools and is increasingly proud to work for a growing and dedicated company.

"Marketing has been very professional, consistent, and creative. It has helped us with our own identity and with our mission and vision. We have many tools that support a complex array of solutions and services, and these tools are unique. We are far ahead of many in our industry because of our ability to pull all of these things together. As a high growth company, it was important to work with a company that was nimble and quick at absorbing our direction for content. Freedomarketing has allowed us to maintain our high growth status and work more in the business" – Kevin Routley, Partner, Benefits Specialist

Our Marketing Strategies are cost effective. Our focus is on breadth of marketing, not rolling out one big campaign for a big dollar. We focus on long-term initiatives that are not only cost conscious, they're effective.

"The value is clearly there. We essentially have our own experienced, professional marketing department working for us for less than half of the cost of hiring a full time employee inside our business. Freedomarketing has helped establish us as a leading financial services provider to businesses, employers and families in the greater London area." – Jamie Stiles, Business Operations Manager

Freedomarketing began working with Financial Architect Network in the fall of 2006. A financial planning business lead by Senior Financial Advisor (30+ years), Don Cinocco, and Ryan Starling; they had been looking for a firm like Freedomarketing for years. A firm they could partner with to develop relevant and highly customized branding and marketing.

"Until meeting Freedomarketing, we never really felt anyone truly understood what we were doing and how we wanted to market ourselves. Freedomarketing's process and unique expertise were a perfect fit from day one."
– Don Cinocco, Senior Financial Advisor & Life Coach

Don and Ryan's practice has revolved around doing much more for clients than the numbers. They have always strived to understand people's lives first and foremost and their attention to the important things has help them forge incredible relationships with each of their clients. Until the Financial Architect Network met us, they hadn't found marketers that truly appreciated and supported the uniqueness of what they were doing in their practice. Not only are we a marketing company, we are leading advocates of Life Planning which is exactly what Don has been providing for many years. Working with together, we were able to introduce supplemental marketing and practice mgmt tools that truly and uniquely supported Don, Ryan and their team.

"They not only understood what we were doing, they added tremendous value by adding new tools and exercises we could share with our clients. They took material we were using, made it better, more relevant and turned mediocre marketing into incredibly professional and user friendly pieces." – Ryan Starling, Financial Advisor & Life Coach

"Our first milestone working with Freedomarketing was our brand. It was very clear that they understood our vision and our target market. We were impressed with their overall strategy, their ideas of what our message should be and their plans to integrate the brand throughout our marketing, processes and tools."
– Don Cinocco, Senior Financial Advisor & Life Coach

Some of our greatest successes to date include the strengthening of the brand, improving the sales and meeting process with powerful tools and exercises, the integration of the brand with the process, the creation of many marketing tools for communicating with clients and prospects alike. This includes but is not limited to the following:

• Brand Development (tagline and supporting content)
• Logo & Stationery
• Web Site (www.yourdreamsyourway.com)
• Brochure
• Process Development, Integration and Packaging
• Client Introduction Booklet
• Targeted Client Profiles Brochures
  (for three unique markets they cater to)
• Email Newsletter
• Client & Prospect Letters
• Customized Meeting Tools for Life Planning
• Presentation Templates for all Corporate Presentations
• Flash Intro on Web Site

"We wanted to engage a company that was willing to work with us on an ongoing basis, to grow with us. Having a firm create marketing then leave us to it was not what we were looking for. With Freedomarketing, we know that we can access marketing expertise on an ongoing basis, with a firm that truly cares about seeing us succeed."
– Ryan Starling, Financial Advisor & Life Coach

"I had successes as a financial advisor before engaging Freedomarketing's services. I was happy with where I was but I wanted more. It just felt like there was something missing. There was. A clear message about who I was, how I was different, and what that difference meant to my target audience. I knew who I worked best with, but they didn't know that, so Freedomarketing helped me achieve that.

Freedomarketing helped me develop an appropriate and professional brand, logo, web site, and brochure that made me stand out. They told me that I had to work my marketing and that's exactly what I did and still do. I talk about my brand and my marketing to everyone who will listen. I send as many people to my web site as I can, many everyday. I also send my brochure to prospective clients and centers of influence. I use my marketing on a daily basis. It doesn't do the selling for me, but it does make it much easier to build relationships more quickly because the question of credibility, who I work with, and how people benefit from working with me, has already been answered. And it is answered in a professional manner. Cold leads are warm leads. And warm leads are more easily converted into great clients who ultimately want to do more business with us.

I highly recommend Freedomarketing's services to any advisor looking to take their business and professionalism to a new, higher level."
— Larry Brasel. Northbeam Financial, TX