As one of the largest member firms of Cambridge Investment Research, TAG Advisors has been on an impressive growth trajectory, actively onboarding several new advisory teams over the last few years. After realizing their existing website did not reflect their recent momentum, they started looking for a partner to enhance their digital presence in order to help attract more advisors.
TAG wanted to work with a firm that understood their audience. The branding and recruiting work we’ve done for other broker/dealers and advisory firms convinced them to select us. Through the use of personal quotes, firsthand experiences, engaging statements showcasing the collaborative relationship, and pertinent graphics that address advisor questions, we were able to help TAG demonstrate the attention and individualized approach they provide every advisor.
