We believe that the best brands are built on trust, expertise, and a deep understanding of the specific needs of the customer. Our leaders have more than a decade of experience in the financial industry and have carefully curated a team with the perfect balance of creativity and strategic thinking.
We are not for the faint of heart or those content with the status quo. We are dedicated to staying at the forefront of digital marketing, building on the legacy you’ve created to elevate your brand above the rest while growing the type of client-advisor relationships that will make you irreplaceable. This team of creators, innovators, storytellers, and problem solvers is equipped and ready to give your brand a voice.
The most unique aspect to Kalli Collective is our deep understanding of the financial industry. It gives us the ability to create accurate, captivating content.
It's our goal at Kalli Collective to establish trust and a personal connection with your prospects and clients on your behalf. Every marketing piece we make is created with this in mind.
What you see is what you get. No bait and switch. No decoys. No lofty promises. We never make up numbers or client experiences to sell a service to you. We're also transparent in our pricing. We post our prices right there for the world to see. Go ahead and check it out.
Most of our client testimonials come from genuine, spontaneous feedback during conversations. We’ve never formally solicited reviews but simply asked if we could share their kind words. Going forward, we’re excited to be more intentional about gathering your feedback. If you’ve had a great experience with us, we’d love for you to share it and help us spread the word!
All of our services are custom created in your voice with your brand for your audience.
You're not a number when you work with us. We get to know you, your team, and your preferences. And, if an unexpected project pops up, you don't have to wait a week to hear back from us. We're here and ready to help you however we can!
Worried about who actually has your social media passwords? Not here! We keep our clients passwords in an end-to-end AES256 bit encryption for secure password creation, storing, and sharing. Master passwords are never stored on our servers and all data is decrypted locally.
Who are you trying to reach? What platforms do they use? Where do they go that they could come across your brand? What do they care about? What are they looking for in their “forever” advisory firm? Which of their problems do you solve? Is this reflected in your brand and messaging?
What are you trying to accomplish? What needs to happen for you to consider your efforts a success? What is your win?
Make sure your win is specific and measurable, so you (and everyone involved) can track whether or not your actions have accomplished your dream.
Your "win" is the final outcome you want to see, but you can't get there over night. You have to take baby steps and each of those baby steps should be mapped out, so you know where you are and what needs to happen next.
We often hear "we want more assets". Great! Spoiler alert, so do we. But, what do you need your audience to do to increase your assets? Do you need more clients? Do you need your current clients to bring over more assets? What actions do your prospects need to take prior to them becoming a client?
What makes the difference between surviving and thriving in the post-COVID business world? Some would say, “It’s who you know,” and they’d be right— but it’s also how you’re getting to know them. A solid digital marketing strategy and online presence can be the tipping point between crushing it and closing down.
80% of video marketers claim that video has directly increased sales. (Wyzowl, 2020)
Podcasts now reach over 100 million Americans every month. (Edison Research, 2020)
Roughly two-thirds of U.S. adults report that they are Facebook users. (Pew Research Center, 2019)
Viewers are 4x more likely to use YouTube versus other platforms to find information about a brand, product, or service. (Google, 2020)
94% of marketers use social media for content distribution. (SEMrush, 2019)
In a survey conducted by Databox, 70% of respondents said that SEO is better than PPC for generating sales. (Databox, 2019)
Over 20% of marketers surveyed say that email design is improving their email engagement. (HubSpot, 2020)
Of all emails opened on mobile devices, 66% are read for more than eight seconds. (Litmus, 2019)
When you work with a digital marketing firm, you get the cumulative knowledge of a team that knows how to make the most of those marketing channels. You get the ability to customize your marketing strategy and work hand-in-hand with professionals dedicated to your success. You also get the advantage of a team that understands the financial industry, understands working with compliance, and can offer personalized solutions for your specific needs.
We understand that you have enough on your hands already; you don’t need to try and juggle the online marketing world with everything else. Some do, and some do it well, but if you’re feeling overwhelmed by it all, that’s okay. We took some time to break down what digital marketing firms do, how we get paid, and other concerns below:
You can think about a digital marketing firm equivalent to having your in-house marketing department without paying an entire in-house marketing department (or find desks for all of them). A digital marketing firm usually consists of a team of creative professionals specializing in different fields, such as videography, photography, copywriting for blogs and social media, and graphic design.
Many digital marketing firms tailor their efforts to specific industries, like hospitality, pharma, commercial real estate, fashion, cosmetics, jewelry, etc. Other firms might choose not to specialize in one sector and offer services to a broad range of professionals. If a regulatory board with specific compliance requirements governs your industry, specialty firms usually hold the advantage; the team will usually already be familiar with or used to those requirements.
Kalli Collective
Kalli Collective works with wealth management groups and investment advisors on LinkedIn and Facebook posts to webinars and expert interview videos. This team of knowledgeable professionals understands the role of compliance. They work in tandem with clients’ internal or external compliance departments and style guides to ensure everything is up to par.
Digital marketing firms generally charge their clients according to one of the three following rates:
Hourly Rate
Some firms use an hourly rate as the basis for their payment. These firms set an established fee for every hour they spend working on your projects, and you pay them based on how many hours it takes them to complete the project. The advantage to this type of pay scale is that you only pay for the time it takes the team to finish your work, and the breakdown of the hourly rate helps clients understand the final total.
However, clients may disagree with a firm’s hourly rate or question the authenticity of the total hours worked; on the creative side, this type of scale punishes talented employees who harness their energy to produce excellent work in less time. It all gets a bit muddy after a while, so most firms don’t prefer hourly fees long-term.
Project Rate
The alternative to charging per hour is charging per project; firms will set a general rate, or a range, for the project as a whole. For example, you might pay a set fee for them to produce a brochure to hand out at tradeshows, usually including a single round of revisions, with a set rate for each additional round of revisions after that. Project rates are ideal for long-term working relationships: together with the firm, you can determine an ongoing series of projects based on your needs or budget.
The most significant disadvantage to this method is the lack of a breakdown on the project total, especially considering that project rates generally run more expensive than paying piecemeal by the hour. Most firms are willing to explain how they reach their project rate, work with you on payment plans, or adapt your project’s scope based on your budget.
Retainer
The other most common method of payment for a digital marketing firm is a retainer fee. When you pay a retainer fee to a digital marketing firm, you regularly pay a set recurring fee. This rate guarantees that the firm will spend a set amount of hours working for your business per month. You can mix and match the type of projects you need each month without busting your budget.
If you’re only looking for occasional projects, a retainer fee may not be the ideal option for your needs. However, if you want to keep up a consistent social presence and regular posting schedule, having a digital marketing firm on retainer is probably the perfect fit.
Kalli Collective
Kalli Collective uses a hybrid approach. The majority of our services are charged a project rate for a predetermined timeframe. These costs can be seen on our a la carte pages. We use a retainer if a client is asking to mix and match services or do one-off projects in addition to a service each month. We use hourly for event planning and one-off website development projects.
That’s entirely up to you. You probably don’t need to hire a digital marketing firm if you’re currently happy with:
Even if you are happy with all the things listed above, there’s still a possibility you might benefit from working with a marketing firm. Got a big tradeshow coming up? Ready to redesign the business cards? No time to tackle those and your existing workload? That’s where we come in.
Ultimately, the goal of a marketing firm is to save time and stress. If partnering with a firm creates more stress and eats up huge chunks of time, it’s not a good fit. You benefit from the expertise of professionals who excel at projects that help boost your digital presence and attract new prospects, like creating your video series, designing a webinar, redesigning your website from 2007, or writing content for social posts.
Sure, you can. That’s absolutely an option. However, most marketing firms have teams who review, fact-check, and proofread the final product before sending it to you, along with years of training and work experience.
Working with freelancers can be hit or miss; if the result isn’t what you wanted, you’re out the cost of the time they spent on the project, plus whatever it costs for the next freelancer to fix it. Using multiple freelancers’ services can lead to a stylistic disconnect in your branding, which can be off-putting for prospective clients. Working with family members might be cost-efficient but typically comes with unique challenges and frustrations.
When you choose a digital marketing firm, you choose a team that works with you and shares the goal of seeing your company succeed. You can sit down with them and explain your vision for your newest video series or a website overhaul, and they’ll work with you to see it to fruition. They might even have ideas to streamline your vision and make it more fruitful. That’s the unique advantage you get with a marketing firm: a lineup of talented professionals working with you to achieve your dreams.
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