Your CRM implementation has been running for years. It houses valuable customer data, tracks sales activities, and supports your team's daily operations. But as your firm grows and client expectations evolve, you're noticing gaps:
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.
📊 Key Stat: According to recent RIA benchmarking research from Raymond James, growth remains the #1 challenge for wealth management firms, yet only 27% of RIAs have a marketing plan, down from 46% just one year ago.
The data reveals a troubling pattern:
| Finding | What It Means |
|---|---|
| 78% of firms rely primarily on client referrals | Growth is passive, not proactive |
| Enhanced client service is the top business priority | Firms want better engagement but lack the tools to deliver it |
| Organic growth is the #2 priority | Everyone wants to grow but few have a plan |
| Marketing & brand awareness ranks only 7th | The very tool that drives growth is deprioritized |
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? Start with a free CRM assessment →
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:
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.
Vantage Point and TE+A Marketing have joined 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, delivered as a fixed-scope launch with a set timeline and a published price.
| What Vantage Point Brings | What TE+A Marketing Delivers |
|---|---|
| 100% focus on financial services | 30+ years of marketing excellence |
| Elite HubSpot & Salesforce expertise (certified, senior-level team) | Full-service creative agency capabilities |
| AI-driven personalization and analytics | Proven financial services marketing expertise |
| Deep integration capabilities | 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."
The launch runs as one of Vantage Point's fixed-scope packages, with a set timeline and a published price. Here's how it breaks down:
🚀 Result: You have a fully operational marketing engine generating qualified leads.
| Differentiator | Why It Matters |
|---|---|
| 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. |
| Financial services expertise | Deep combined experience in the industry. We understand compliance, we know your clients, and we've solved these challenges hundreds of times. |
| Technology + strategy integration | We build complete systems where CRM technology and marketing strategy work seamlessly together, not siloed solutions. |
| Fixed scope and pricing | While others are still in discovery meetings, we're helping you generate leads. Every launch has a fixed scope, a set timeline and a published price. |
| Proven track records | TE+A Marketing: 30+ years delivering marketing excellence. |
This solution is ideal for:
📊 Key Insight: Many 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.
Let's compare what most firms experience today versus what the integrated CRM and marketing launch delivers:
| Metric | Typical RIA Today | With an Integrated Launch |
|---|---|---|
| CRM Investment | $30,000: $100,000 invested | Fully optimized CRM platform |
| Utilization Rate | Low (if you're honest) | High, with active campaigns running |
| Marketing Plan | Incomplete or non-existent | Professional creative assets & messaging |
| Growth Strategy | Client referrals + hope | Active campaigns generating qualified leads |
| Time to Results | Many months (if ever) | Operational marketing engine on a set timeline, with a published price |
| ROI Tracking | Unclear or nonexistent | Clear ROI tracking & reporting dashboards |
The wealth management industry is evolving rapidly. Many 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 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.
If you've been waiting for someone to connect the dots between your expensive CRM platform and actual marketing results, that someone has arrived.
Here's what happens next:
Start with a free CRM assessment →
Vantage Point (vantagepoint.io) specializes in HubSpot and Salesforce implementation for financial services firms, with a senior-level team led by founder David Cockrum, a former financial services COO.
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. Learn more about our TE+A partnership.
Looking for expert guidance? Vantage Point is a Salesforce and HubSpot consulting partner for wealth management firms and financial advisors. Our team specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of integrated CRM and marketing technology solutions.
The Vantage Point + TE+A partnership is a strategic alliance that combines Vantage Point's CRM implementation expertise (HubSpot and Salesforce) with TE+A Marketing's full-service creative and campaign capabilities. Together, they deliver a complete, end-to-end marketing technology solution designed specifically for financial services firms.
When you hire separate firms, you often face misalignment, finger-pointing, and extended timelines. The integrated CRM and marketing launch provides a single point of accountability: one integrated team handling both CRM optimization and marketing execution, delivered as a fixed-scope launch with a set timeline and a published price.
The solution is designed for wealth management firms, RIAs, and financial institutions with 50-500 employees who have invested in HubSpot or Salesforce but aren't seeing the marketing results they expected. It's especially valuable for firms transitioning from referral-only growth to proactive lead generation.
Each launch is delivered through one of Vantage Point's fixed-scope packages, with a set timeline and a published price. Phase 1 focuses on CRM optimization and foundation, Phase 2 on content and campaign creation, and Phase 3 on launch, optimization, and team training. By the end of the program, you have a fully operational marketing engine.
Yes. Vantage Point has deep integration expertise. The team can integrate HubSpot or Salesforce with your existing tech stack, including portfolio management systems, financial planning tools, and compliance platforms.
Vantage Point is a Salesforce and HubSpot consulting partner for wealth management and financial services. Now partnered with TE+A Marketing, Vantage Point offers the most comprehensive solution available.
While results vary by firm, clients typically see higher CRM utilization, active lead-generating campaigns, and clear ROI tracking dashboards that connect marketing activity directly to revenue growth.
Vantage Point specializes in helping wealth management firms and RIAs unlock the full potential of their HubSpot and Salesforce investments. Paired with TE+A Marketing's creative expertise, we deliver the only fully integrated CRM + marketing solution built exclusively for financial services.
Ready to see what's possible? Contact us at david@vantagepoint.io or call (469) 499-3400.