Marketing for companies looking for traction and momentum.
Margin Form helps technical, high-consideration businesses translate complexity into positioning that resonates, marketing systems that scale, and go-to-market strategies tied to measurable business outcomes. The work spans strategy, messaging, demand generation, and operational structure to connect marketing to revenue instead of disconnected activity.
Building a partner enablement engine for a national fintech.
Client & Context
A national retirement-plan fintech sought to increase advisor participation and plan growth through deeper marketing collaboration. The company had a strong product, but limited structure for engaging advisors beyond transactional sales support.
We developed a proof-of-concept for an Advisor Engagement Program, including a scalable framework to help financial advisors market and grow their 401(k) businesses.
Challenge
The company faced several structural gaps:
Marketing resources were ad hoc and heavily content-driven, versus strategic. There was no consistent process for co-marketing or communicating value to advisors. Advisors lacked clear, customizable materials to promote retirement plans locally. Cross-functional disconnect between marketing, sales, and partner management meant efforts weren’t aligned to revenue goals.
Approach
We designed and launched a 90-day Advisor Engagement Pilot to test structured, high-touch marketing support for selected firms. The pilot focused on three levers:
Strategic Framework Defined a partner-enablement model and engagement workflow with weekly touchpoints and goal tracking.
Co-Branded Campaigns Created MVP marketing kits, including email templates, social posts, one-pagers, and slide decks, aligned to two advisor segments: existing clients ready to upgrade and new prospects exploring 401(k) plans.
Localized Lead Generation Recommended geographic targeting via LinkedIn Campaign Manager and local awareness initiatives in advisor’s regional markets.
We collaborated directly with sales leadership and relationship managers to align program goals and communication cadence, ensuring marketing activity tied back to revenue-producing advisor behavior.
Results
The pilot established a repeatable playbook for advisor co-marketing engagements. It produced foundational content and processes now used across multiple advisor relationships. Advisors initiated new marketing campaigns and identified plan opportunities within 90 days. Most importantly, it created organizational visibility around the value of channel and partner marketing as a core growth lever.
Impact
The pilot validated that structured marketing collaboration with advisors could expand reach, differentiate the firm, and improve advisor satisfaction. The framework now serves as the foundation for a broader Partner Enablement Program, positioning the company to scale co-marketing support across its advisor network