Focus Projects · Brand and marketing for consulting and financial firms
Growth brings
new opportunities.
Let’s make sure you’re ready for them.
For independent financial professionals and former corporate leaders with growing firms. One done-for-you project that closes the gap between where your firm is now and how clients see it, done in 30 to 90 days.
I began working with Latifah last year to direct my marketing promotion efforts and focus my messaging. She was fantastic in helping me organize many aspects of my business marketing. This year I enlisted her services in creating a landing page and social media images to promote an up-coming event launch.
Akeisha Johnson • Founder, An Inspired Story
Helping business grow since 2016
Clarity· Credibility· Connection
Start here
What does your firm need as it grows?
Here’s where we see growth show up in firms like yours. When one sounds familiar, follow the arrow to see where we’d start.
What I offer now is more strategic than when I started. The short version undersells it, and the long version loses people, so prospects don’t see the full value until they’ve worked with me.
Clients and referral partners know what I deliver. But when someone new looks me up, on Google, my website or LinkedIn, what they find looks like any other firm and doesn’t show the track record behind it.
Follow-Through
I put client work first, and it shows in the results. But past clients, referrals and new inquiries go quiet because there are only so many hours in the week.
Not sure which one it is? Find your starting point in about 2 minutes, or book a Brand & Growth Call.
HOW FOCUS PROJECTS WORK
Three areas. One focused project at a time.
Focus area
Clarity
You know the work so well that it’s hard to see it the way a new client does.
Focused projects. We start with one:
Positioning
Claim your place in the market.
Where you fit in the market: a look at how similar firms show up, who you serve best and what sets you apart, turned into a clear positioning statement.
Offers
Make your services easy to choose.
Your offers named, ordered and described: who each one is for and what they get, informed by how similar firms package theirs.
Messaging
Explain your value in a way that sticks.
Your one-liner, elevator pitch and bios, plus your homepage and services pages rewritten in your voice.
Signs it's time
- You’re raising your prices or going after bigger clients
- You’ve added services, and clients can’t tell them apart
- Referral partners struggle to explain what you do
The goal
Prospects understand what you offer and which option fits them before the call.
A few slides from the final Offers presentation, shown for a fictional firm. Click a slide to see it larger.
Your firm has grown. Let’s make sure your offers and message say so.
Focus area
Credibility
Your work grew, but how you show up online didn’t keep up. It’s easy to put off while referrals still come in.
Focused projects. We start with one:
Website refresh
Look like the firm you’ve become.
Your current site redesigned around your brand, up to 6–8 pages, starting with a look at what referrals find when they search your name.
LinkedIn presence
Show your network what you do now.
Your profile audited and rewritten around what you sell now, your contacts organized into the groups that matter, the messages each group is likely to respond to, and your newsletter and articles reviewed so they reach the people searching for your expertise.
Expertise Content
Let prospects see what you know before the call.
Video scripts and articles that show what you know, so prospects trust your expertise before the call, plus versions you can reuse on LinkedIn and email.
Client Proof Package
Let your clients’ words do the convincing.
Two or three client stories built from short interviews, with every quote client-approved, plus a year of Review Assist, our review tool that asks your clients about their experience and turns their answers into a review they approve and post themselves. Placed on your website, LinkedIn and Google profile.
Signs it's time
- Most of your clients come by referral
- Your website, Google profile or LinkedIn hasn’t kept up with your work
- Prospects ask questions your website should already answer
The goal
What people find when they look you up matches your reputation and leads to a booked call.
The next person who hears your name will look you up. Let’s make sure they see the firm you’ve built.
Focus area
Connection
New inquiries hear back right away. Past clients hear from you before they need you. When you launch, the people who know you hear first.
Focused projects. We start with one:
Marketing System Setup
Make sure every lead hears back.
Your website forms, email list and follow-up connected, so every new lead gets the right next email automatically, and you can see who to follow up with.
Reactivation Campaign
Reconnect with people who already trust you.
Emails that reconnect with past clients, prospects and contacts who haven’t heard from you in a while.
Launch Campaign
Bring something new to market with momentum.
A focused campaign for a new offer or busy season, including the landing page, emails, and rollout plan.
Signs it's time
- You’re meeting more people than you can follow up with
- Your contact list has grown, and many haven’t heard from you in a while
- You have a new offer or busy season coming up
The goal
More of the interest you already have turns into signed clients.
Some of your next clients already know you. Let’s make sure they hear from you.
Why Elite Vivant
Why financial professionals and former corporate leaders choose Elite Vivant for focused growth projects.
We decide where to start before we build anything, then we build it for you.
We know what to listen for
Tell us what’s happening, and we’ll recognize where your growth is getting held back. Then we narrow it to the goal you want to reach and the one project that gets you there, and we’ll tell you what can wait.
We speak your industry
Compliance review for wealth advisors, tax-season timing for bookkeepers, turning corporate expertise into offers people can buy. It’s already part of how we plan, so you don’t have to explain it.
We build with what's next in mind
Each project fits what you already have and sets up the next one. Strategy, writing and build come from one team, so nothing gets lost between a designer, a copywriter and a developer.
Latifah Abdur leads the firm, with a team that builds alongside her. She makes the recommendations on every project, from your Brand & Growth Call to the handover, so you’re never passed off to someone junior.
“I don’t want to sell something that is not going to help you get to the goal.”
Latifah Abdur · Founder
Client stories
What we built as their firms grew.
OPERATIONS FIRM • Website Refresh
- Situation
- We built Atlas Park’s first website and have worked with Cameo ever since. Over eight years, the firm grew into books, speaking, media features and a partner program, and the site has grown with it.
- What we found
- Her copy was already strong, so we kept every word. This round, we applied what we’ve learned about how visitors move through a site: best-fit firms moved to the top of the services page, and the answer to “how quickly will I see results?” came out of the FAQ and onto the page.
- What we built
- A redesign across the site, including a new speaking page, a refreshed partner page and a filterable media library with a press section.
- Result
- Cameo’s partner page now does the explaining for her. She sends it after first calls so partners arrive knowing how the program works.
BOOKKEEPING & TAX PRACTICE • Expertise Content
- Situation
- Nhela’s practice had grown into tax filing and advisory, two bookkeeping options and personal financial strategy. She wanted videos that explain each service and answer her clients’ common questions, ready to share with prospects and add to her service pages before tax season.
- What we found
- We researched what people search about taxes and bookkeeping, and chose questions she could realistically show up for over crowded terms like “tax filing.” Instead of scripting dozens of short clips, we wrote fuller videos she can film once and cut into shorter pieces.
- What we built
- An expertise video library: search research, a script for each service and for the questions her clients ask, like “Why do I owe taxes?”, plus branded thumbnails and a YouTube description for every video.
- Result
- Prospects show up already knowing which service they need.
Shared with each client’s permission. Results vary with each firm’s situation.
Is it right for you?
Who this is for, and where we’ll point you instead.
Right for you if
- Your firm is growing, and one area needs to keep up
- You’d rather do one thing well than everything at once
- Your brand still fits how you work and who you serve
- You want it done for you, with a clear end date
A better fit elsewhere
- You need a new brand or a full website rebuild: Firm Forward
- You want ongoing marketing leadership: Fractional CMO
- You need help with operations, team roles or finance: we’ll refer you to a partner we trust
Not included
- A business plan, delivery framework or financial model
- Paid ad management
- Unlimited content or posting
- Compliance or legal advice
Questions
Bring your questions. Here's what firm owners ask first.
Don’t see yours here? Ask us on your Brand & Growth Call.
Tell us what’s happening on your Brand & Growth Call. We’ll tell you where we’d start, and if it’s more than one project or something we don’t do, we’ll say so.
No. It’s 20 minutes to understand what’s happening and tell you where we’d start. If a project makes sense, we’ll explain it and send the scope in writing. If it doesn’t, we’ll say so.
That’s fine. You’ll leave the call knowing where we’d start, whether you begin now, later or not at all.
Each project is priced by its scope, and you’ll see the investment in writing, with the deliverables and dates, before you commit. Projects start at $X: decide.
About an hour a week for a check-in, plus time to review and approve the work as it comes together. confirm
It’s not a guarantee. The work is meant to make it easier for the right clients to find you, understand you and say yes. Results also depend on your referrals, your offer, how you follow up and your market. We agree on what we’ll measure before we start, such as inquiries or booked calls, so you can see whether it’s helping.
Referrals often look you up before they reach out. This work makes sure what they find, and what happens after they get in touch, matches the recommendation they got.
You don’t need to. Finding it is part of the work.
Yes. For wealth advisors, we build time for your compliance review into the schedule. We don’t provide compliance advice.
Ownership terms: Latifah to confirm
When you’re ready, you can take on another project, add Website Wellness for a site we built or refreshed, or move to Firm Forward or the Fractional CMO.
Not sure where to start?
Find your starting point.
When your firm is growing, it isn’t always clear what to build first. Answer a few quick questions about your firm and see where we’d start, what we’d skip, what comes after, and why.
Start with a conversation
Let's find what your growth needs next.
If you’re a financial professional or former corporate leader with a growing firm, start with a 20-minute Brand & Growth Call. We’ll tell you whether Clarity, Credibility or Follow-Through is the right place to start, or if Firm Forward or the Fractional CMO fits better.
- 1
Tell us about your firmA few quick questions, so we come to the call already prepared.
- 2
Pick a timeChoose a 20-minute slot that works for you.
- 3
Get our recommendationWe’ll have reviewed your answers, so we can spend the call on your firm: where we’d start, why, and what working together would look like, including cost and timing.
If it’s not a fit, we’ll tell you, and point you to resources somewhere better if we can.