Dillon AgencyFirm marketing
Led by Keir Dillon

Advisor marketing support

Make useful support
part of the advisor experience.

Help individual advisors communicate clearly through a process the firm can sustain.

Dillon Agency
Led by Keir Dillon
Illustrative scene of financial professionals discussing ideas around a table
Illustrative working scene; not a photograph of a client engagement.

Start with the advisor.
Design the support around the work.

Advisors need help making choices: whom they serve, how to explain their value, what their public presence says, and which questions deserve a useful answer.

The firm needs a way to deliver that support with clear ownership, reasonable capacity, and its normal review process.

The work to connect

Client focus and positioning

Website and profile clarity

A workable content routine

Review and implementation support

A pilot gives the firm
something concrete to learn from.

Begin with an agreed group of advisors and a clearly defined need. Document what support is offered, how the work moves, and who is responsible at each stage.

Build from actual use

Review completion, clarity, time required, rework, and advisor feedback. Use what you learn to refine the service before expanding it.

This is a proposed approach to an engagement, not a report of completed pilot results.

A practical starting point

Try the thinking
through Keir’s resources.

Keir’s personal site hosts the Positioning Blueprint quick start, The Sniff Test, and the client-question planner. They are available at no cost and without registration.

The tools help an individual make progress. A firm engagement defines how support is delivered and maintained across the organization.

Visit Keir’s personal site

Let’s talk about
your firm.

Bring the priorities, the people involved, and the work you want to move forward.

Start a conversation