Big Fish Advisor Services

Big Fish Advisor Services is a consultancy based in Buffalo, NY, founded in 2021. The company specializes in growth services for financial advisors and client-oriented professionals. Their focus is on lead generation, brand management, and consulting, aiming to build long-term relationships that drive practice growth and success. The team at Big Fish includes experienced financial advisors and branding experts who have managed campaigns for over 80 firms. They utilize a proven 4-step process for client acquisition, which involves identifying target markets, sending tailored connection requests, engaging prospects, and scheduling meetings with U.S.-based phone experts. Their services include brand management, targeted outreach through LinkedIn, and personalized consulting to identify growth opportunities. They offer various pricing plans, including options for connection management, concierge phoning, and inbox management, tailored to meet the needs of financial advisors.