Build Your Own Brand, Speak with Your Own Voice, You Be the Expert

We don’t push the L.M. Kohn brand on our advisors or their clients unless an advisor chooses to use it. Most of our offices have taken our platform, white-labeled it, and built their own brand. On the other hand, for those advisors who are looking for a turn-key solution and don’t care about building an independent brand, the LMK brand has a strong compliance record and can hold up to any scrutiny from your clients.

We don’t want you to get lost in the multitudes of boring, white-label financial advisor marketing messages that are used by thousands of other financial advisors. We want you and your expertise to be the focal point of all your marketing endeavors – from your website to email to social media.

It’s surprising how many IBDs and RIAs are still handcuffing their advisors’ digital marketing efforts by only allowing them to use pre-written, impersonal marketing messages. Their social media policies are written for the lowest common denominator – brand new advisors who don’t know what they’re doing or advisors with questionable compliance practices. This causes a great deal of frustration for experienced advisors who know what they can and cannot do. Further, being barred from implementing best marketing practices limits the ability of those advisors to grow their business.

When it comes to marketing, our compliance department starts with, “Yes.” If it can be done compliantly, we will help you do it. As a smaller firm, we excel when it comes to out-of-the-box marketing strategies. If you’re used to hearing, “No,” from your compliance department, this will be a completely new experience. We want you to develop a marketing strategy that you feel is best for your practice.

You are also welcome to write and create your own content including blogs, email newsletters, social media posts, videos, podcasts, eBooks, etc. – pending compliance approval, of course. And with a strong compliance team in place, you can expect the turnaround time on advertising submissions to be same day or next day at the latest.

We want you and your brand to shine so that you stand out from the crowd.