BusinessCoaching

Running a practice can be daunting at times. You don't have to go it alone. Pixel & Type is your sounding board, your project manager, and your subject matter expert for all things marketing.

Pro-active not Re-active

When you feel like you need to "drum up business" you might look for a quick marketing hit. A flyer, some advertising, a sponsorship here and there.

But the most effective marketing programs are planned over the long term to incorporate multiple approaches, including targeted messaging, and a careful look at the client experience.

We help advisors put an end to ad-hoc marketing.

It all starts with analysis

Discover your firm's strengths and weaknesses through our self-directed practice mini-audit.

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Direction, Guidance, Accountability

When you work with Pixel & Type, you gain access to MBA-level marketing professionals, with real-world marketing experience in the financial services industry. We don't just deal in theory and education. We guide advisors through our process, step by step. Our approach is directive, specific, and results-oriented.

Build equity in your practice

We consider marketing to be the backbone of a practice. Marketing affects every aspect of practice operations, and consequently, an investment in marketing is an investment in the practice.

By systematizing processes, streamlining workflow, and enhancing the client experience, we enable advisors to make the all-important switch from salesperson to business owner. This critical work helps prepare a practice for effective succession or sale.