Growth via Marketing and Communications

Founded in 2012 by Stephen Beach and Traci McMillan Beach in St. Petersburg, FL, Craft Impact has grown into a marketing and communications shop built around financial advisors and firms trying to align their outreach with actual business goals. The agency also produces the Marketing for Financial Advisors Podcast and often functions as an outsourced CMO, sitting alongside a firm's existing staff or filling the gap entirely with its own strategists, copywriters, designers, and developers.

Engagements typically start with a strategy document covering digital marketing, client communications, and business development, giving a firm a single reference point for where the marketing effort is headed. From there, the work extends into website design built for conversion, SEO and GEO optimization, and ongoing tracking of KPIs such as marketing analytics, prospect and client engagement, and pipeline value, so firms can see whether campaigns are actually moving business forward.

In at least one case, Craft Impact stepped in to build a firm a new website alongside a strategic communications plan, pairing design work with the messaging behind it. Rates and project costs are shared upfront rather than negotiated case by case, and clients are handed logins and source files along with instruction on making their own updates, rather than staying dependent on the agency for routine changes.