Baobab Wealth Management
A website created for an independent financial advisor who serves clients all over the world.
We are a digital-first web and marketing agency that partners with firms that are serious about growing their business. We help transform and upgrade their business in two distinct ways:
First, by building a world-class digital (online) presence that allows them to stand out and attract new prospects and increase referrals. Second, through process management consulting, technology, and streamlined integrations that allow firms to create systems for their business to efficiently run on.
A website created for an independent financial advisor who serves clients all over the world.
Our forward-thinking and use of newer, innovative online technologies makes this website one to look out for!
A website created for a cyber security recruitment agency located in Dubai.
A website created for an international financial advisory practice.
A logo reveal for a wealth management firm located in Lakewood Ranch, Florida.
A professional guide design for Baobab Wealth Abroad to aide foreign nationals as they navigate the complex financial and tax system in the US.
An email designed for a commercial real estate agency located in Lakewood Ranch, Florida.
A logo reveal created for a broker-dealer headquartered in Colorado Springs, Colorado.
We streamline your practice management processes and create a custom marketing solution that not only works together to bring your firm more exposure but also utilizes smart automations to ensure that you spend more time in front of the people you want to work with. Our solutions are catered to you and your story.
Get started with an initial consultation today!
Everything we do for you is part of a marketing and practice management plan designed specifically for you, your clients, and those you wish to serve.
We build websites on an expandable framework that can grow with your business and keep up with ever-changing internet technologies.
Our marketing packages work seamlessly with our process management consulting creating a 1 + 1 = 3 result for you.
Our practice management ideas will bring life to your practice, making it more efficient and streamlined.
We are for you if you want to be the best and work with the best.
To kick things off and determine if we’re a good fit, we hold a virtual meeting through Google Meets or Zoom and discuss your practice.
If we decide to move forward, We dive into the details of your current practice and flush out your needs and what you’re trying to accomplish.
We bring you an overview of what we think it will take to get your practice where you want it to be.
We develop a strategy to implement the pieces that make the most sense for you and your practice.
We start with the most important systems and processes to bring the most value to your practice as quickly as possible.
We schedule a monthly meeting and go over the results of our efforts and adjust as needed. You have access to a marketing portal updated with daily data so you can track progress.