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"After decades in wealth management, we knew it was time to take a fresh look at how we connect with our clients. Elkhorn Marketing Group helped us unify our message across all touchpoints, from social media and our website to how we engage with prospects and clients. They simplified our marketing tools, sharpened our user experience, and brought greater clarity and consistency to our firm. Just as important, they helped us develop a more human, relatable voice that better reflects who we are and what matters most to the clients we serve."
Travis Portwood - Allen Capital Group
"We had a strong marketing foundation and strategy in place, but recognized the need to collaborate with a firm to help execute key marketing initiatives. Elkhorn has proven to be the strategic partner we needed, guiding our brand development, designing and launching our social media strategy, and working closely with us to refine our overall marketing approach. As a result of this partnership, we have successfully advanced and implemented more initiatives, significantly elevating both our brand and organization."
Heather Catterson - Heckmann Financial
When planning our two-day summit for our joint work partners, it was critical that our event materials not only looked professional but also helped attendees feel confident navigating the experience. Elkhorn Marketing Group created cohesive signage, collateral, and a presentation deck under a unique event brand that tied everything together beautifully. The result was a polished, user-friendly experience that elevated the entire event.
Dani Berke - Park Avenue Capital
Rebranding our firm felt like a daunting challenge. We needed a marketing partner with financial industry experience, a strategic process, and strong creative execution. Elkhorn Marketing Group listened to our ideas and collaborated with us to bring our vision to life. They guided us through every step of the rebranding process, from developing our new name to designing our logo and relaunching our brand. We’re grateful to Elkhorn Marketing Group for helping turn our vision into reality.
Keith Wagner - Perpetuum Advisors
"We wanted to be strategic in our Marketing expense and to speak to our target potential clients but were unsure where to begin. Elkhorn Marketing Group coached us through the strategic planning process on how to leverage wholesaler relationships, maximize philanthropy, optimize paid advertisement, and create curated branding to speak to our ideal client. This customized playbook helped us create a winning game plan by bringing all the different areas together under one strategic initiative."
Chad Thompson - Freedom Wealth Advisors
"Our branded materials lacked consistency and alignment, making it difficult to present a cohesive message to our clients. We recognized the need to strengthen our brand in order to build greater trust and credibility. Elkhorn Marketing Group helped us understand how brand consistency creates an emotional connection, from the first impression with a prospect through our ongoing client relationships. Elkhorn Marketing Group refined our existing materials to better align with our brand and developed additional branded tools to fill key gaps, helping us present a more unified value proposition."
Matthew Mills- GSG Wealth Management
"We had Elkhorn Marketing Group keynote our Network Office Day. They exceeded our expectations regarding the keynote presentation and breakout sessions with actionable steps our teams can leverage to see more growth. It was refreshing to be able to give our advisors resources that help them become better marketers. We have also had Elkhorn Marketing Group provide several marketing trainings, which have helped our teams think differently and drive growth."
Joe Dierks - Managing Partner
" Before partnering with Elkhorn Marketing Group, our website was a static page. Now, it is the cornerstone of our marketing strategy. They didn’t just walk us through the technical maze of SEO, AEO, GEO, and AIO; Elkhorn Marketing Group helped us refine our messaging and prioritize our digital presence. Thanks to their expertise, we’ve moved from being 'hidden' to becoming a firm of interest to prospective clients."
Jason Bang - Full Service
Broadhead Capital
"When my partners and I decided to launch a new Strategic Group, we knew we needed a partner who could create a logo, website, and overall brand that would connect with our clients and prospects. Elkhorn Marketing Group guided us through the logo design process and helped us choose fonts, colors, and messaging to communicate our values and our mission. They designed our new website and gave us helpful tips on how to roll our new brand out to the community. If you are considering forming an ensemble or strategic group, I recommend this team to walk you through the process."
"Elkhorn Marketing Group has helped our office become much more aware in all areas of philanthropy. They helped us create a dynamic game plan that impacts culture, recruiting, matching funds, and our ability to be recognized as the local leader in the fight against pediatric cancer."
Derrick Dinger - Managing Partner
Jordan Grady - Veda Wealth Management
"Our practice recently underwent a rebrand, and after evaluating several marketing options, we chose to partner with Elkhorn Marketing Group. They played an instrumental role in developing our website from the ground up. They provided valuable guidance on content development, prioritized key website pages, and helped us refine our overall messaging. We also leveraged their expertise to solidify our core values. Elkhorn's strategic approach has positioned us for success in wealth management marketing."
Mike Mohr - Harbor Trust Wealth Management
"Elkhorn Marketing Group crushed it in Austin, TX. They provided a leadership kickoff dinner that brought energy to our team. In my six years as a Managing Partner, their Network Office Day Keynote was one of the top speaking experiences I have seen. We also had them spend time with our career advisors, which provided our best teams with tools to win in wealth management. Hiring Elkhorn Marketing Group to engage in your office is a no-brainer."
Brian Vrana - Managing Partner
"We have had Elkhorn Marketing Group speak at two Network Office Days. They exceeded our expectations in terms of the keynote presentation and breakout sessions with actionable steps our teams can leverage to see more growth. It was refreshing to be able to give our advisors resources that help them become better marketers. We have also had Elkhorn Marketing Group provide several marketing trainings, which have helped our teams think differently and drive growth."
Chris Schenkel - Managing Partner
"This marketing team is a game-changer! We engaged with Elkhorn Marketing Group to provide mentorship to our marketing leaders. They are a critical development resource for our marketing team, helping advise our office on the marketing plan, budgets, training, design, social media, websites, and thought leadership. Without question, Elkhorn has elevated our marketing program in New York."
Theresa Calabrese - Managing Director
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