House of Work is a marketing agency helping independent advisors.

Marketing, Automation, Scale

SOME OF our partners
about us

We partner with RIAs to provide digital marketing and automation services that attract HNW individuals.

The modern firm understands the game has changed and what got the business to where it is today won't get the business to where it needs to go.

Given the changes in technology, in generational wealth and increased democratization of financial services overall, the modern firm continues to evolve.

Traditional marketing strategies do not work anymore. Businesses today need to stay up to date and in front of the opportunities available to them. Most small to medium RIA firms don’t compete in this digital age, but they could.

It is possible to grow, manage and create a greater market reach by deploying the right digital marketing and automation tactics.

We take your project from concept to completion

Some of our work:

case study

Web Design

Driven by a vision of a sleek, contemporary design, House of Work sought to refresh its image while maintaining its core values. This case study showcases House of Work's holistic approach, featuring the Ideation, Execution, and Completion phases of their brand transformation and website redesign.

case study

Lead Generation

Net Worth Advisory Group approached House of Work with a challenge: their existing Google Ads strategy was falling short of delivering the desired leads for their 10 advisors. Dissatisfied with the results, they sought House of Work's expertise to revamp their digital marketing strategy.

case study

Business Automation

Arete Wealth Strategists faced a significant challenge in centralizing their data and streamlining client communication. House of Work stepped in with a three-phase approach—Ideation, Execution, and Completion—to transform their business automation processes.