BEGIN WITH IMMERSION
We kick off our powerful AdvisorEssentials™ experience with an intensive and holistic practice immersion – two days of on-site discovery, analysis, and synthesis. We’ll interview you and your practice members, audit your marketing operations, and identify opportunities for improvement. Based on this discovery, we will devise your strategy and develop an actionable plan for the work that lies ahead.
Stay on Track: Implementation
A plan is only as good as its execution. After our immersion process is over, we will agree on the ideal length of our engagement. Three months to handle a few small projects, six months to build out the fundamentals, or as long as you need to put your entire marketing infrastructure into place. During implementation we stay in touch through twice-monthly conference calls and oversee all projects to ensure you stay the course.
- Business Consulting
- Business Coaching
- Branding & Identity Branding
- Marketing Strategy
- Client Experience Design
- Succession Planning & Communication
- Building A Referral-Based Business
- Organizational Development
- Job Descriptions
- DISC Assessments
MAKE GOOD DECISIONS
The distance between your dream and reality - is called action
of your business, of your life.
DISCOVER YOUR STORY
MAKE IT POWERFUL AND AUTHENTIC
THIS IS WHY
WE do what WE do
Everything is Marketing
Pixel & Type was born out of firsthand experience of its founder, Ravya Taghavi. In 2001, Ravya was tapped to help launch a financial literacy program for women at her alma mater. Little did she know that assignment would lead to training and licensing as a financial advisor. When other financial advisors discovered Ravya’s talent for storytelling, they sought her advice. Pixel & Type was formally launched in 2006 as a consulting, coaching, and creative company focused solely on the marketing and practice management needs of financial advisors and their teams across the country.
Ravya earned her undergraduate degree in Economics from Smith College, and an MBA in Marketing from the University of Massachusetts at Amherst. She has lived on three continents and in her free time dabbles in a handful of languages.
Ravya is Hubspot-certified in inbound marketing techniques. She is a certified DISC Instructor, and has been administering DISC assessments to individuals and teams since 2013.
CALL OR EMAIL
For more information, reach out to us at