We are a full-service marketing agency that helps you generate more clients.

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Download our Marketing Strategy Guide Template

Essential Marketing Guide

Download:
Marketing Strategy
Guide & Template

Our Marketing Strategy Guide & Template will help you define your marketing goals to create an effective marketing plan.
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What we do

Email Marketing Services

Email Marketing Services

Marketing Strategy & Planning

Marketing Strategy & Planning

Blog & Article Writing

Blog & Article Writing

Webinar & Event Planning & Marketing

Google Ads

Website & Landing Page Design

Website & Landing Page Design

Branding, Design, & Creative Services

Branding, Design, & Creative

Paid Advertising

Social Media Ads

Video Production

HubSpot Management

ORDER YOUR CUSTOM BRANDED 2023 TAX GUIDE PDF

2024 Tax Guide PDF Custom Branded

ORDER YOUR CUSTOM BRANDED 2024 TAX GUIDE PDF & SECURE Act 2.0 Overview PDF

Help your clients master their taxes with this 3-page comprehensive tax guide custom-designed with YOUR visual branding elements to make an unforgettable impression in 2024.
Get My Guide

Download our RVP Business Development Template

Business Development Template

Download:
RVP Business Development Template

Our RVP Business Development Template helps your sales team effectively bridge the gap between where they want to be and how to get there.
Download the Template

How we partner

Every client is unique. We will create a marketing plan tailored to your needs, in the meantime here are how most partners start off.
01

ESSENTIAL Partner

It's simple; we're your outsourced marketing department. As an Essential Partner, our relationship is ongoing. We are part of your team. Not only will we be creating and managing your marketing strategy, but you can also expect us to be active participants in your weekly sales team meetings.
02

ESSENTIAL Projects

Some of our clients may already have a lead marketing director but need a team to get projects off the runway. Whether it's redesigning a PDF, creating a landing page, or implementing your CRM, we'll help you accomplish a specific task and get you closer to where you want to be.

About

Jerry C. Thomas, CFP

About

Jerry started his career in the financial services industry, working for a Brokerage General Agency. He had the opportunity to wear many hats but has always had a passion for marketing. In 2019 he decided to pursue his passion, and he decided to start his marketing firm.

Essential Marketing Team's goal is to help firms recruit more advisors to reach their business development goals. Essential Marketing will help you develop a marketing strategy that aligns with your business development goals.

Jerry C. Thomas, CFP Signature

- Jerry C. Thomas, CFP®

Contact

Schedule a Meeting with Essential Marketing

Contact Us

If you are interested in learning more you can contact our team to schedule a call. If you are looking for pricing, complete our questionnaire and we’ll have a quote ready in 48 hours.
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