Advisors In Transition Planning to break away? We can help you with your initial branding and

marketing needs. PLUS 3rd party industry vendor recommendations.

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Our Recommended Process

1. Company Name?

You can’t move forward until you identify your new company name.

We offer name consulting & research services.

2. Domain Registration

Secure your primary domain name. We can suggest email providers based on platform

(Outlook 365 / Gmail) or CRM integration.

3. Logo Design

We manage a logo competition that allows you to choose from over 30+ designs.

4. Website Development

AdvisorFlex Websites Simply better advisor websites since 2004.

Custom Design | Template Site

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Process Continued

5. Content Creation

Create straightforward, meaningful content.

Learn More

6. Print

Use the same content for marketing collateral. Don’t forget about stationary & business cards.

7. Client Communication

Prepare for communicating with your clients. FAQ, Phone calls, Emails, Letters, Website, etc.

8. Launch!

Once registration is approved, we make your

website live, promote and submit it to Google.

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Phase 2

Social Media

Create profiles and link to your website.

Integrate with content marketing.

Content Marketing

Create and promote educational articles on an

ongoing bases. Boost credibility. Get more leads. Enhance SEO.

Monthly Articles | Market Commentary

Lead Capture

Capture subscribers while automating blog

distribution. Learn More

Community / Giving Back /Events

Create some good will! Focus on your local community. Charities, Fund Raisers, Events.

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Let’s Begin

Please tell us about your situation. We’d be glad to help.

We understand the importance of your confidentiality!

Matt Peterson

President, Make It A Great Day, Inc.

www.MIAGD.com Office: (360) 335-3393

Serving Independent RIAs and Advisors in Transition since 2004.