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: manual processes that don't scale, missed opportunities, inconsistent follow-up, and difficulty measuring marketing's true impact on revenue.
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:
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 →
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.
Sound familiar?
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.
Vantage Point brings:
TE+A Marketing delivers:
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.
Our signature offering eliminates the typical 6-12 month implementation timeline. Here's how:
Result: You have a fully operational marketing engine generating qualified leads before the end of the quarter.
No more coordinating between separate vendors or dealing with "that's not our scope" conversations. One team, one timeline, one deliverable.
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.
We don't just set up your CRM or create pretty campaigns. We build complete systems where technology and marketing strategy work seamlessly together.
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.
This solution is ideal for:
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.
Let's talk numbers.
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.
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.
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.
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.
David Cockrum founded Vantage Point after serving as Chief Operating Officer in the financial services industry. His unique blend of operational leadership and technology expertise has enabled Vantage Point's distinctive business-process-first implementation methodology, delivering successful transformations for 150+ financial services firms across 400+ engagements with a 4.71/5.0 client satisfaction rating and 95%+ client retention rate.