Among the most competitive markets in the United States is financial planning and investment management. Estimates generally put the number of financial advisors at over 300,000 and the industry is expected to grow more than 13% by 2032. It can be challenging for firms to differentiate themselves in this crowded marketplace and demonstrate that they can be trusted advisors. Agili, a national financial planning and investment management, was a pioneering fee-only financial advisory firm when it launched 30 years ago. Through the years, the firm built an exceptional team and was an industry leader in terms of client retention. The firm, with offices in Richmond, VA and Bethlehem, PA, wanted to increase visibility and attract more clients.

Challenge: The accounting industry is highly competitive. The “big four” dominate the landscape using their size and reach to snap up clients and talent. Keiter, the largest, independent accounting and consulting firm in Central Virginia, was looking to differentiate itself from larger competitors by highlighting the expertise of its team members and demonstrate how the firm’s work with clients was more personal and customized. The objective was to build new business and solidify Keiter’s place in the market.