About Advisor Marketing Partners
A boutique marketing and positioning firm for established financial advisors and RIAs.
Advisor Marketing Partners helps established advisors and advisory firms become easier to understand, trust, and choose. Most of the firms we work with are already good at the work. What is missing is a presence that reflects it, so that when a referred prospect looks them up, what they find supports the recommendation instead of quietly undercutting it.
What we do
We clarify an advisor's positioning, the plain statement of who they help and why those clients should choose them, and then carry that position consistently across the surfaces a prospect actually checks: the website, the biography, search results, LinkedIn, and referral materials. The work is strategy first and deliverables second. A website or a bio is the artifact; the product is a firm that is legible and credible everywhere it is examined.
We are not a lead-generation vendor, an SEO shop, or a social-media agency. We work in the space between a referral and a first conversation, where attention has already been earned and the remaining question is whether the prospect trusts what they find.
Who we serve
- Established, referral-led advisors whose marketing does not reflect the quality of the practice.
- Principal-led RIAs that have grown past the way they explain themselves.
- Breakaway advisors and newly independent RIAs who need to transfer trust from a personal reputation, or a former institution, into a new firm at launch.
- Advisors with specialized or complex expertise, including alternatives and tax-aware strategies, that is hard to explain without sounding like a product pitch.
Who we are not for: new advisors seeking volume lead generation, anyone looking for low-cost templates, or a practice that wants more attention rather than the right clients. If the honest answer is that you do not need us, that is what you will hear.
Founder
Advisor Marketing Partners was founded by Mike Auerbach. His experience spans financial services, advisor distribution, sponsor marketing, alternative investments, 1031 exchanges, and DST programs, which is why an AMP engagement does not begin by teaching a generalist agency how the advisory business actually works.
Mike Auerbach is the founder of a marketing firm. He is not a financial advisor, investment adviser, broker, attorney, or accountant, and nothing on this site should be read as investment, legal, tax, brokerage, or compliance advice.
How an engagement begins
Most relationships start with the Advisor Marketing Review, a concise written read of what a prospect finds today and the changes most likely to help. From there, engagements range from an individual advisor's story and website to an independent-RIA launch to a firmwide platform. Pricing and scope are shown plainly on the engagements section.
Learn more
- Advisor Positioning Library, our reference on positioning, the look-up, credibility, and complex-expertise communication.
- The Look-Up Test, the moment a referral is validated or lost.
- Financial advisor positioning, what it is and what it is not.
- Editorial standards and disclosures.
Contact: mike@advisormarketingpartners.com