Peregrine Solutions

The team at Peregrine Consulting Group acts as a fractional CMO and marketing department that helps your business reach its customers while you’re growing. No matter the deliverable, we optimize proven marketing strategies through intentional experimentation and iteration. Here is a sampling of the services we provide.

Marketing strategy

Effective marketing starts with a good strategy. Each infographic, email campaign and blog post should work together to deliver a consistent message to your customers, hitting them at the right place at the right time. Using hard data, we design a cohesive marketing strategy for your business, then experiment and iterate to optimize your marketing dollar.

Project Management

You have ideas for marketing initiatives, but you don’t have the bandwidth to create timelines, find experts, execute each piece and keep things moving forward in a timely manner. Whether you want to run a snappy Facebook or Google Adwords campaign or you need an eye-catching sales piece to mail customers, we kick off the project and see it through to the end.


A well-designed marketing piece stops a prospect in their tracks and helps drive the message home. Each piece should embody your brand by using consistent and identifiable colors, fonts, photo styles and design elements. Our killer designers not only have access to the best design tools on the market, but they know how to use them to take your marketing to the next level.


Words have the power to evoke an emotional response from the reader and build trust with potential clients. Our copywriters use the proven StoryBrand framework to craft a message that resonates with your customers and establishes you as an expert in your field.

Social Media

Because a majority of Americans visit social media sites at least once a day, you need to be there to greet them. And though social media has become second nature for many of us, lots of companies struggle with how to use the channel effectively. We understand tactics and strategies needed to run an effective business account, and we stay up-to-date on platform changes to make sure you’re connecting online in the right way.

Website Development

Your customers are living online. Without a modern website, your customers won’t be able to find you. Our team of copywriters, designers and developers create clean websites that deliver your message and are optimized for search engines, so you show up when your customers need you.


According to a study from Demand Gen Report, 47% of buyers viewed three to five pieces of content before engaging with a sales rep. Not only does consistent blogging help convert customers, but it boosts your search rankings, making it easier for customers to find you online. We set up your blog, manage the technical elements and create a content calendar with individual posts that answer your customers’ questions before they ask them.

CRM management
and email automation

The days of cold calling are gone. The most effective place to hit your customer is where they spend their day – in their inbox.

And we know the day and time when your customer is most likely to read your email, and the subject line that will grab their attention. Whether you need one-off sales emails, a lead nurturing campaign or a regular newsletter, our experts know how to make email work for you

SEO and SEM strategy

Your website or blog won’t do you any good if it can’t be found by potential customers.

And in order for Google to show your site to customers, your site needs to be optimized with the right keyword, links, title tags, meta data, alt image text, and so much more. Our SEO and SEM experts help set up search ads and make sure your site can be read by both your customers and their computers

Schedule an appointment with the Peregrine experts

Our one-email philosophy means the only email hitting your inbox is your confirmation email

—because we hate spam too.

Close Menu

Grab this free ebook!

Get ready for 2020 by keeping up-to-date with the latest marketing trends for financial advisors.


Schedule an appointment

Ready to get your name out there and reach potential customers? We’re ready to help. Fill out the form to set up a meeting with us. We don’t believe in flooding your inbox with appointment reminders and marketing emails, so be sure to save your confirmation email.

Like us on Facebook: