Our Lead Generation Strategies Are Connecting Financial Advisors With Ideal New Clients

Effective professional advice builds on trust.

Reach your target market in entirely new ways.

Become your prospects’ trusted source for financial planning, wealth management, and estate planning solutions.


Let us show you how interactive marketing strategies will revolutionize your lead generation process. Our 4-pronged approach will help you reach your precise target market and generate tangible results.


We’ve got your marketing covered. From concept to completion.

Financial Services Marketing – We Help You Build Connections


We learn about your mission and business goals. Then we develop an effective branding strategy.

Lead Generation

Our extensive experience in financial services industry marketing ensures that we precisely target your most desirable potential clients.

Marketing Automation

Our detailed marketing automation workflows ensure that all of your leads are getting the attention they deserve to nurture them throughout the sales process and beyond.

Social Media Marketing

We make you look good with a consistent multi-platform social media strategy.

Digital Marketing

Digital marketing is our rocket fuel for targeted lead generation. Your digital campaigns can reach from display ads to pin-pointed Google search marketing campaigns.

Professionally Produced Video

An effective video marketing strategy will help you position yourself as the reliable source of professional advice.

Direct Mail

 The inclusion of digital solution elevates today’s direct mail for maximum  results.

Seminar Management

Just show up. We take care of everything else. It’s seriously that easy.

Let’s get your marketing strategy started today. Don’t wait.

Your competitors aren’t going to.


  • The team was extremely helpful in defining the BattleFin brand and bringing it to life. We truly appreciated the hard work and dedication given many of the short deadlines we were working under. Their creativity and focus are remarkable.

    Tim HarringtonPresident at BattleFin Asset Management
  • Marketing is all about reaching your target audience at the right time. InterActive Group helped us implement an effective combination of digital advertising and our YouTube video channel to educate people about holistic retirement plans. The advantage of internet video is that your future clients are already online, searching for answers or solutions. By targeting your messages to those ideal clients, the ROI from our lead generation campaigns increased exponentially.

    Michael FinkFink Wealth Management
  • ...extremely gifted and business minded “techies” with an eye for detail and common sense application of digital technology. The team has been a resourceful asset for marketing and business development for the City of Cape Coral Economic Development Office. They have been instrumental in helping us with  implementation projects and strategic initiatives to move into the 21st century - technologically speaking.

    Audi LewisEntrepreneur, Consultant, Author, Lean Logistics and Business Improvement Specialist

Financial Services Marketing Resources

Contact Us

Questions? Get in touch and we'll get back to you a.s.a.p.

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