Total Financial Practice Management, Marketing, and Consulting Solutions

Whatever you need is within reach. You’ll no longer have to search for or manage a long list of separate providers, salespeople, or different ways of doing business.

You’ll get matched with hand-picked solutions, that line up—point by point—with your action plan. Plus, you never have to consider your options on your own. Your Platinum Team will be there to guide you along the way.

Over 80 Customizable Communications Annually

  • Weekly Emails
  • Monthly Letters
  • Monthly Economic & Stock Market Video Scripts
  • Quarterly Whitepapers
  • Seasonal Newsletters
  • Conference Call Scripts
  • Postcards and Other Mailers

Lead Generation & Prospecting

  • Referral Strategies
  • Client Events
  • Public Events
  • Charity Events
  • Intimate Social Events
  • Advertising
  • Prospecting Mailers

Complete Office Systemization

  • Client Procedures
  • Prospect Procedures
  • HR Procedures
  • Service Standards
  • Planning Tools
  • Practice Management Guides
  • CRM Integration

Guidance, Accountability, & Concierge Service

  • Full Assessment of Your Branding
  • Full Assessment of Your Online Presence
  • Unique and Personal 50+ Step Action Plan
  • Annual Marketing and Communications Plan
  • Annual Marketing Budget
  • Personal Strategy Team
  • Monthly Accountability Calls
  • Unlimited Phone and Email Support
  • Monthly Training Webinars
  • Custom Design and Printing Services if Desired

Online Development, Deployment, & Upkeep

  • Professional Themed-Built Website
  • Personalized Content Development
  • Social Media Profile Branding
  • Frequent Social Media Posts on Your Behalf
  • Extensive Content Library
  • Weekly Blog
  • Monthly Article
  • Monthly Animated Video
  • Email Signatures
  • Search Engine Optimized (SEO) Pages
  • Maintenance, Hosting, Support, and Training

Additional Services


Platinum is home to an award-winning graphic design team that has an unparalleled understanding of the financial services industry.

We provide:

  • Logos
  • Brochures
  • Letterhead
  • Business Cards
  • Folders
  • Envelopes
  • Signage
  • Promotional Products and Branded Swag
  • If you can dream it, we can probably design it!

Online Advertising

Easily take steps towards becoming known in your community for being stable, strong, and relevant with online ads targeted to prospects in your area.

Film & Video Production

Through the power of video you can showcase the human element to spark interest and create connections between people and your firm.

Book Publishing

Distinguish yourself from your competition as a thought-leader, and build trust with clients and prospects.

Pricing and Examples

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