Case Studies
Cutter Financial Group is an independent financial advisory firm based in Falmouth, MA.
MKTABLE serves as their full outsourced marketing department.
Challenge:
CFG needed a unified brand presence across digital, print, and broadcast to attract high-net-worth clients while staying compliant with financial industry regulations.
Strategy:
Build a multi-channel marketing engine integrating compliance-safe advertising, content, and automation.
Execution:
Full website redesign with compliant content workflows.
SEO, social media, print, and broadcast coordination.
YouTube and LinkedIn video ad campaigns.
Quarterly ADV distribution automation and CRM cleanup.
Results:
CFG established consistent inbound lead flow and brand recognition across Cape Cod.
Key Metrics:
2.4x growth in qualified inbound leads
35% lower cost per lead on YouTube and social ads
+68% website traffic YoY
5 consecutive “Best Financial Planner” awards on Cape Cod
“They’ve become an extension of our business. Every channel now connects — and it shows in our results.”
Cutter Leadership