Everything We Do
(So You Don't Have To)
Get the strategy, execution, and expertise you need—all in one place. These are the services we offer to help your firm stand out, attract high-quality clients you’re excited to serve, and grow beyond referrals.
Frequently Asked Questions
Who is a great fit to work with Rebel Media Agency?
Our best clients are RIAs managing 300M or more in assets and want to build a long-term partnership with a marketing team they trust.
They understand marketing isn’t a one-time event. To reach the people you want to help we need to have a consistent, intentional, and focused approach to building a marketing funnel.
If we hire Rebel Media, who will we work with on a regular basis?
Here’s how we work:
🙋🏻♀️ Kendra leads your strategy.
👏🏻 Our team brings it to life.
What makes Rebel different? You don’t get passed off to an internal team if you hire us. Every client works directly with Kendra, our founder and head strategist. She stays closely involved, bringing high-level strategy and deep industry expertise to the table.
Behind her is our trusted and resourceful team of specialists. And because we only work with a limited number of firms, you get the best of both worlds: personal strategy from Kendra and a powerhouse team making it happen.
What services can you help our advisory firm with?
Rebel Media is a full-service agency, which means we offer all the core digital marketing services most advisory firms need to grow.
Working with us simplifies your marketing—you get one trusted team to handle both strategy and execution. No more managing a patchwork of contractors or chasing down vendors. You focus on what you do best, and we’ll take care of the rest.
See all our services listed on this page.
How long are your client agreements?
We start with a 6-month commitment to get things up and running. After that, you can cancel anytime with a 90 day notice.
However, most of our clients stay with us for years (which is very rare in the agency world).
Do you have a specialty or niche when working with clients?
Yes—we exclusively partner with RIAs managing $300M or more in assets. That’s our sweet spot, and it’s where we do our best work.
While we occasionally consult on other projects or brands in the financial space, those engagements are limited and depend on Kendra’s availability.
Not a good fit?
Check out Kendra’s podcast: Advisor Marketing Made Simple to get a preview of her approach and perspective on modern advisor marketing. She also typically speaks at industry events (Future Proof, Jolt!, etc) 1-2x a year.
Can you work with our existing team/internal marketing person or do you replace them?
We’re happy to plug into your existing team or take the reins entirely—it’s up to you. Some clients have an in-house marketer they want us to collaborate with, while others want us to handle everything from start to finish.
If you don’t have internal support, we can bring the full team: designers, developers, copywriters, and more. We’re flexible and can adapt to what your firm needs.
How involved will our firm need to be to make our partnership a success?
While we act as an extension of your team, you’ll still be part of the process.
You’ll approve the big-picture strategy, review important content like emails and website copy, and help us answer firm-specific questions that only you can speak to.
The longer we work together, the more we’ll sound and think like your brand. We’ll get faster and more efficient—but you’ll always be looped in where it matters.
Is your work custom or template based?
Everything we create is custom—strategy, copy, design, all of it. No templates.
Templates can work for smaller firms or early-stage advisors, but the firms we serve are ready for a more thoughtful, personalized approach.
Everything we do is crafted to reflect your voice, your message, and your brand—so it sounds like you and connects with the people you want to reach in a compelling and compliant way.
Our job is to make your brand sound, look, and feel better than you ever imagined — and we take that seriously.
Get Your Free Advisor Copy Coach
See your marketing instantly transformed from ignored to irresistible. Just paste your text into Kendra’s Advisor Copy Coach and watch it evolve.
