Redefine Your Strategy.

Reimagine The Customer Experience.

Regain Your Competitive Position.


With a one-on-one approach, help your employees learn best practices and marketing management philosophies.


Provide leadership through a fractional Digital Marketing Advisor™ for your business’s growth.


Establish in-depth strategy and implementation plans for your digital, mobile and social communications.

An Outsourced Marketing Management Solution for the Financial Sector

Financial services firms typically find their marketing handled in one of the following ways:

  • Handled entirely by an agency who has limited integration with your business
  • Overseen by someone with limited and/or dated marketing experience
  • Completely held as an afterthought, at best

 In any case, unless you have invested in marketing talent in-house, it is likely that there are growth opportunities you can realize with the right plan in place and the right visionary leading you forward.

What Bbg offers is an approach that integrates collaboratively with agencies, in-house staff, and leadership teams to define the firm’s next stage of growth, develop a plan to pursue it, and for effective execution.

This model is cost-effective, adds depth of expertise, expands breadth of experience, and prioritizes cooperation among internal and external talent. Ultimately, we remove the blinders while simultaneously helping you to expand your vision.

Relentless commitment to client success.


If you believe your needs requires a project that fits out of our Level 1 – 4 service offerings, we provide custom engagements following a simple and clear process, outlined below, so you know exactly what to expect from the beginning.

Step 1: Discovery Interview

50-minutes | $0

We will begin with a meeting or phone call to establish a high-level understanding your audience, your marketing experiences, and your goals going forward. If we can help you reach your goals, and if you meet criteria to work with us, we will move into step two: developing a business case.

Step 2: Business Case

Follow-Up As Needed

The Business Case is an introductory exploration of approaches to solve the problem or realize the opportunity we are investigating. The case examines the business need, objectives, people involved, risks, and return-on-investment. It is developed with all relevant stakeholders to identify every challenge, impact and contingency.

Step 3: Executive Briefing

30-minutes & Follow-Up

The findings from developing the business case will be formalized and presented to relevant leadership with recommendations on the recommended and alternative approaches to pursue. We are happy to offer follow-up calls should you or your team desire additional input on the proposed plan and procedures.

Step 4: Future Engagements


At this stage, you have a project plan you can move forward with. If you would like to work with us in an ongoing manner through implementation, execution and management, we may explore this together. As a boutique digital consultancy, we take on a limited number of clients to provide high-touch, custom-designed service.

How does our unique model work collaboratively with in-house personnel & marketing agencies?
Our unique business model provides clients with an economical alternative to relying solely on external agencies or in-house personnel while receiving heightened expertise, aligned interests, and deep integration with our client’s business and leadership.

Companies sometimes struggle with contracting agencies or expanding marketing teams because there is displacement. It is our belief that agencies and staff can work in harmony and be kept accountable with the right structure and relationship.

If in our work together we find that you need additional support for executing marketing plans, we will work with you to determine if it would be better to hire in-house or to contract an agency.

Contracting Agencies: We can help to source, validate, and select the right agency. Furthermore, we have special relationships with a select few agencies that specialize in specific methodologies and our clients enjoy exclusive pricing arrangements with these agencies, if they are the right fit.

Hiring In-House: This model helps companies avoid issues with internal staffing, such as premature hiring, experience limitations, and balancing payroll with skill level needs through providing advanced strategy insight, custom training and ongoing advisory supports marketing teams. Additionally, we can help determine whether it is best to hire in-house or leverage agencies.

Expertise to make intelligent decisions. Experience to identify best-fit scenarios. Aligned interests to ensure proper advisory and remove worries of conflicts of interest.


Mortgage Company Seeks Innovative Marketing To Transform Business

Learn More >

Corporate Retirement Planning Firm Develops A Professional Digital Image & Platform

Learn More >

CPA Office Grows Business 30% In Six Months

Learn More >


Core Services: Typically, one of our four service levels are fitting, depending on specific needs of a company. You may explore each service level below:

Custom Engagements: The Discovery Interview is a 50-minute session where we review what you are seeking to accomplish and where your business today. Click the button below to apply for this session. We will require basic information on your company and situation to determine if you qualify for this interview.

Digital Consulting Firm

We serve small and mid-sized businesses that are looking for growth, to be prepared for their company’s next stage, or to regain their competitive positioning.


Get In Touch


M-F: 9a-5pm EST

536 Atwells Ave., 2nd Floor
Providence, RI 02909