Financial Core

We’re financial experts too.

Whether you‘re an established, independent RIA, a RIA in transition to owning your own business, a CFA or a CPA, we understand that your needs are unique. Our job is to help you stand out above the rest and stay competitive in this ever-changing, highly regulated industry. Just as you strive to create a diversified portfolio that fits each of your client’s needs, we strive to align marketing strategies with your individual business goals. We work closely with you to understand your business objectives, your clients and how you serve them to develop your custom branding, corporate identity, website, search engine optimization (SEO), social media footprint and marketing solutions. Tap our experience in targeting retail investors from the validator to the delegator including the ultra affluent as well as institutional investors.

Find out what we can do for you.

Financial Client Roster

Meet Laurie, Our Financial Accounts Director

Laurie Gavitt-Smith has over 20 years of experience in brand strategy and identity, advertising, and marketing communications. Working for The NASDAQ Stock Market for the majority of her career, she brings vast experience to Spring13’s financial clients. Laurie is a disciplined marketer who knows the best creative is derived from analytics and strategic planning. Using traditional and new marketing methods, Laurie has constructed and implemented integrated marketing and PR plans at the corporate and product levels. She leads our financial clients by conducting up-front strategy work: SWOT and Competitive Analyses and Target Market Identification, Segmentation and Profiling. With Laurie’s expert, strategic approach driving the creative executions, your brand will stand out from the clutter as well as meet your overall business goals.

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