Why Use Egghead for Your Marketing?

Because we know how to find qualified, targeted prospects and turn them into customers using variety of digital marketing techniques

  • We offer you a complete program – creating a total digital marketing effort designed to target qualified prospects and help turn them into customers

  • We’ll provide a complete program – from website to landing pages to sales and interactive videos and so much more

  • We have extensive industry experience working with RIA/BD – so we can work with your compliance folks from day one


Partnership for Success

 Stop wasting your time chasing unqualified leads – spend it doing what you do best – providing investment advice for your clients. We’ll take care of the marketing as your partner.


[ut_title_divider  class=”black-column-background-wide” ]Run your practice and we’ll take care of the marketing [/ut_title_divider]

Benefits of Partnering with Egghead

1[ut_service_column  headline=” Top Industry Experience” shape=”round” width=”full”] It all starts with unfettered access to Bill Murphy, a 20+ -year marketing veteran who has managed marketing programs for Fortune 250 financial services companies and most recently headed marketing for multi-billion dollar RIA/BD , [/ut_service_column]

2[ut_service_column  headline=”We Provide Total Program Management ” shape=”round” width=”full”] Egghead will manage the entire marketing effort from start to finish. [/ut_service_column]

3[ut_service_column  headline=”We Let You Do What You Do Best” shape=”round” width=”full”]While we handle the marketing aspect of your practice to help build your business, you’ll be able to spend time doing what you do best – provide financial advice to your clients.


4[ut_service_column  headline=”Performance Model” shape=”round” width=”full”] We have the experience and knowledge to help you grow your practice, so we offer you a performance based revenue model where we invest in the marketing and we both share in the program’s success.[/ut_service_column]

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Marketing Strategy

Using our experience, we’ll put together a strategic marketing plan that is designed to bring you qualified prospects. We know what works, and we’ll put that experience to work for you.

Marketing Automation

We’ll help turn your client acquisition process into an engine.  Complete CRM and marketing automation processing.  We create the creative includeing brochures, websites, videos, powerpoint, landing pages and much more.  Best of all, we have in-depth RIA/BD expertise so we work directly with your compliance folks to get content approved.

Digital & Traditional Marketing Support

  Today’s marketing is multi-faceted, incorporating traditionalmarketing channels as well as digital ones. Egghead is
experienced in all marketing aspects, including social media, the Internet and much more. We’ve got you covered!



  • Lewis
  • Deloitte
  • ADP
  • Solstice
  • Docufree
  • Hunter Douglas
  • Sidmar
  • RagingWire