Great Advisory Firms Hire Us When They’re Done Guessing About Growth.

We help RIAs managing $300M+ replace random marketing tactics with a clear strategy, attract the right clients, and scale beyond referrals.

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Trusted by Top Financial Firms & Brands

Archer Investment Management LogoQuantum Financial LogoThe Retirement Answer Man LogoAdvicePay LogoBehaviour Gap LogofpPathfinder LogoKitces LogoPeter Lazaroff Logo
Archer Investment Management LogoQuantum Financial LogoThe Retirement Answer Man LogoAdvicePay LogoBehaviour Gap LogofpPathfinder LogoKitces LogoPeter Lazaroff Logo

The Big Marketing Questions We Help Advisors Answer
(Because Growth Shouldn't be This Hard)

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Where should we focus our marketing efforts?

You’ve tried it all—social media, blogging, email—but nothing moves the needle. Without a clear strategy and defined marketing funnel, marketing will feel like tossing spaghetti at the wall.

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Why isn’t our marketing efforts leading to new clients?

You’re getting website visits, video views, and email opens but no booked calls. If clicks aren’t turning into clients, your funnel isn’t working. Marketing should drive revenue, not just activity.

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How do we grow beyond referrals?

Referrals are great, but they’re often not enough for firms who want to grow. You need a marketing strategy and funnel that attracts high-quality clients without waiting on word-of-mouth.

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We built a great firm—why doesn’t our marketing reflect that?

Advising and marketing require different strengths. You’ve built an incredible firm. We help you market it in a way that stands out and attracts clients you’re excited to serve.

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How can we create content that’s compelling and compliant?

Complaint and boring? Not on our watch. We craft messaging that stands out to real people and clears compliance with ease.

Why Choose Rebel Media

What Makes Us Different?

Building a marketing strategy is easy. Making it actually perform? That’s the hard part. We do the stuff no one brags about—implementing, testing, tweaking—until we get results.

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Industry Experience You Won't Find Anywhere Else

We don’t just do financial marketing—we help shape it. Kendra co-hosts a Kitces top-rated advisor marketing podcast and regularly speaks at industry conferences.

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Intentionally Small Client Load

We work with a limited number of firms, so you get direct access to senior-level expertise (yes, that includes Kendra). No getting passed off to a junior team like most agencies.

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One Team, Every Skill You Need

Why piece together a marketing team when you can have it all in one place? We provide the strategy, execution, and expertise you need—without the stress of managing multiple freelancers or vendors.

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Strategy + Execution Under One Roof

Many agencies either plan or execute—we do both. From high-level marketing strategy to hands-on implementation, we take your strategy from idea to done without you needing to micromanage us.

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The Collective Knowledge of Top Growing Firms

As we test and refine strategies across multiple high-growth firms, you enjoy the benefits. What’s working in real-time for other clients gets applied to your firm too.

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Compliant Marketing That Actually Converts

Marketing in finance isn’t like other industries. We know how to navigate compliance without watering down your message—so your marketing stays effective while meeting industry regulations.

The Rebel Behind The Results

Meet Your New Head of Marketing

Kendra Wright built Rebel Media to solve a problem most advisory firms quietly struggle with:

The lack of a clear, effective, and sustainable marketing plan for growth.

She combines strategic thinking with relentless follow-through to make sure our work actually drives results.

Her mission? Help advisors attract amazing clients—so they can spend less time chasing leads and more time changing lives.

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Industry Recognition For Our Owner

“Our revenue is up 53% in the last 12 months, and in just the past 12 months alone, I can trace a 58% lift in our growth rate to working with Kendra.”

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Michael Kitces
Serial Entrepreneur & Thought Leader at Kitces.com

“Kendra is a marketing unicorn—exceptional at strategy and unstoppable when it comes to getting things done. Want results from your marketing? Call Kendra. Full stop.”

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Carl Richards
Behavior Gap & The Society of Advice

“I’m constantly amazed by Kendra's rare ability to combine visionary strategy with relentless, roll-up-your-sleeves execution—no one brings more heart or horsepower to growing financial advisory businesses.”

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Taylor Schulte
Define Financial & Co-Host Of Kitces Marketing Summit

Your Marketing, Off Your Plate in 3 Simple Steps

Want to explore hiring us? Here's our process.

Step 1
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Fill Out Our Form

Tell us about your firm and marketing goals.

If we’re a good fit and we have client openings, we’ll invite you to the next step.

Get Started Now
Step 2
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Let's Talk

We start with a friendly, no pressure call. 

You share your marketing goals and challenges. We explain how we can help.

Step 3
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We Get to Work

From strategy to execution, we handle it all. 

You’ll get a custom plan built around your firm goals—and a team to make it happen.

From Marketing Chaos to Clarity

Here's What Changes When You Work With Us

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Without Rebel Media...

You’re trying everything—social, blogs, podcasts—but no results.
You rely on referrals and don’t have a system to attract new clients.
You’re busy marketing, but it’s not driving real revenue and booked calls.
You waste time switching between agencies, freelancers, and DIY efforts.
Firm messaging feels watered down because compliance is a headache.
You know you need a real strategy—but don’t have time to build or execute it.
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With Rebel Media, You...

We build a strategy custom to your firm and a clear marketing funnel.
You attract high-quality clients and referrals are just a bonus.
Your marketing generates booked calls, not just website visits, likes, etc.
One team handles everything—strategy, execution, and results.
Your messaging is compliant, compelling, and unforgettable.
You focus on serving clients, while we obsess over helping them find you.

Does Advisor Marketing Feel Hard? Our Podcast Makes It Simple.

Badge of Kitces Top Advisor Podcast 2025

Named a top advisor podcast by Kitces.com (2025), Advisor Marketing Made Simple is where financial advisors go to get practical, proven marketing strategies.

Co-hosted by Kendra Wright and Taylor Schulte, this podcast offers something truly different: real-time coaching sessions with advisors facing actual marketing challenges.

Get a front-row seat to live problem-solving and walk away with strategies you can use immediately to attract new clients.

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Your Clients Love You.
We Help More Of Them Find You.