Transformation is one of the most overused words in business. Every vendor promises transformation. Every consultant claims to deliver it. Every technology platform positions itself as transformative. Yet genuine transformation—fundamental change in how an organization operates, competes, and delivers value—remains elusive for many wealth management firms.

You've invested in HubSpot or Salesforce. Your CRM is set up—or at least, you think it is. But here's the uncomfortable truth: it's sitting there, barely used, while you're still struggling with the same growth challenges you faced a year ago.

You're not alone.

According to the 2025 RIA Benchmarking Survey from Raymond James, growth remains the #1 challenge for wealth management firms. Yet despite this urgent priority, only 27% of RIAs have a marketing plan—down from 46% just one year ago.

The data reveals a troubling pattern:

• 78% of firms rely primarily on client referrals for growth
• Enhanced client service ranks as the top business priority
• Organic business development and growth is the #2 priority
• But marketing and brand awareness ranks 7th in strategic focus

What's going on here?

It's simple: Financial services firms know they need to grow. They've bought the technology to support that growth. But they're missing the critical piece that turns expensive software into a revenue-generating marketing engine.

Ready to address these challenges? Explore our 60-Day Program →

The Missing Link Between Technology and Results

Here's what typically happens:

A wealth management firm invests $50,000-$100,000+ in Salesforce or HubSpot. They might even hire a CRM consultant to set it up. The platform goes live. And then... nothing.

Why? Because having a sophisticated CRM is only half the battle. You also need:

• Strategic marketing direction tailored to financial services
• Compelling content that speaks to high-net-worth clients
• Campaigns designed to generate qualified leads
• Someone who understands both the technology AND the marketing
• The bandwidth to actually execute all of this

When you hire a CRM firm and a marketing agency separately, you get finger-pointing, delays, and a Frankenstein solution that never quite works the way you envisioned.

Sound familiar?

Introducing a Better Way: The Vantage Point + TE+A Partnership

Today, we're excited to announce a strategic partnership that eliminates this gap entirely.

Vantage Point and TE+A Marketing are joining forces to deliver what financial services firms have been asking for: a complete, end-to-end marketing technology solution that goes from CRM implementation to live campaigns—in as little as 60-90 days.

Why This Partnership Changes Everything

Vantage Point brings:

• 100% focus on financial services
• Elite HubSpot and Salesforce expertise (100% certified, senior-level team)
• 150+ successful CRM implementations
• AI-driven personalization and analytics
• Deep integration capabilities

TE+A Marketing delivers:

• 30+ years of marketing excellence
• Full-service creative agency capabilities
• Branding, content, and campaign strategy
• Proven expertise in financial services
• Award-winning creative execution

Together, we offer something unique: A single, unified solution that takes you from "We just bought HubSpot/Salesforce" to "We're running live campaigns and generating qualified leads" in record time.

The 60-Day Program

Our signature offering eliminates the typical 6-12 month implementation timeline. Here's how:

Month 1: Foundation

• CRM platform optimization and integration
• Marketing automation setup
• Custom dashboards and reporting
• Brand positioning and messaging framework

Month 2: Content & Campaigns

• Target audience research and segmentation
• Content strategy and asset creation
• Campaign design and automation builds
• Sales enablement collateral

Month 3: Launch & Optimize

• Campaign deployment and monitoring
• Lead nurturing workflows activated
• Performance tracking and optimization
• Team training and knowledge transfer

Result: You have a fully operational marketing engine generating qualified leads before the end of the quarter.

What Makes This Partnership Different

1. Single Point of Accountability

No more coordinating between separate vendors or dealing with "that's not our scope" conversations. One team, one timeline, one deliverable.

2. Financial Services Expertise

With 65+ combined years in the industry, we speak your language. We understand compliance, we know your clients, and we've solved these challenges hundreds of times.

3. Technology + Strategy Integration

We don't just set up your CRM or create pretty campaigns. We build complete systems where technology and marketing strategy work seamlessly together.

4. Rapid Time-to-Value

While others are still in discovery meetings, we're helping you generate leads. Our 60-Day Program is designed for firms that want results, not endless planning.

5. Proven Track Records

• Vantage Point: 150+ CRM implementations, 4.9/5 client satisfaction
• TE+A Marketing: 30+ years delivering marketing excellence
• Combined: A partnership built on decades of proven results

Who This Partnership Serves

This solution is ideal for:

• Wealth management firms and RIAs (50-500 employees)
• Firms already using HubSpot or Salesforce but underutilizing them
• Organizations ready to move from referral-only growth to proactive marketing
• Teams that lack in-house marketing expertise or bandwidth
• Firms seeking measurable ROI from their technology investments

According to the latest industry data, 86% of RIAs serve business owners—a sophisticated client segment demanding sophisticated marketing. If you're competing for high-net-worth clients, you can't afford a mediocre marketing presence.

The Business Case for Partnering With Us

Let's talk numbers.

What you're probably experiencing now:

• CRM platform: $30,000-$100,000 invested
• Utilization rate: 30-40% (if you're honest)
• Marketing plan: Incomplete or non-existent
• Growth strategy: Client referrals + hope
• Timeline to results: 12-18+ months (if ever)

What you get with our 60-Day Program:

• Fully optimized CRM platform
• Active marketing campaigns generating leads
• Clear ROI tracking and reporting
• Professional creative assets and messaging
• Operational marketing engine in 60-90 days
• Single investment, complete solution

Looking Ahead: What This Means for Financial Services

The wealth management industry is evolving rapidly. Two-thirds of RIAs plan to hire financial advisors or relationship managers in the next year. You're investing in growth.

But here's the question: when those new hires start, will they have the marketing infrastructure to support their success? Or will they face the same struggle you're experiencing now—great technology, but no campaigns to run?

This partnership exists to solve that problem.

We're building the infrastructure that turns marketing from a cost center into a growth engine. We're helping firms like yours compete not just on the quality of financial advice, but on the strength of your brand, the clarity of your message, and the effectiveness of your client acquisition system.

Ready to Stop Underutilizing Your CRM?

If you've been waiting for someone to connect the dots between your expensive CRM platform and actual marketing results, that someone has arrived.

The Vantage Point + TE+A partnership launches in November 2025, and we're already accepting a limited number of Quick Start engagements for Q1 2026.

Here's what happens next:

1. Schedule a Marketing Technology Assessment
We'll review your current setup, identify gaps, and show you exactly what's possible with an integrated approach.

2. Get a Custom Quick Start Plan
See what your 60-90 day roadmap would look like, including timelines, deliverables, and expected outcomes.

3. Launch Your Marketing Engine
Stop planning and start generating leads with a complete marketing technology solution built for financial services.

Explore Our 60-Day Program →

About the Partners

Vantage Point (vantagepoint.io) specializes in HubSpot and Salesforce implementation for financial services firms, with 150+ successful projects and a 100% certified, senior-level team led by former financial services COO Brad Feldmar.

TE+A Marketing (trungaleegan.com) is a full-service marketing agency with 30+ years of experience delivering branding, creative, and campaign excellence to financial services organizations across the United States.

Together, we're redefining what's possible when CRM technology and marketing strategy work as one.