Rogan & Associates Financial Planners

We hired Nicole and NV Advertising to help us design a marketing and advertising plan after everything we had tried on our own failed to produce results. Nicole took the time to learn our business model, focus our company message and execute the plan. She has great dedication and attention to detail. If you are trying to get noticed, I’d highly recommend Nicole and NV Advertising. – Michael Rogan, Rogan and Associates, Inc.

STORY

Rogan and Associates creates financial plans that are designed to grow and change with its client’s lives. By building personal relationships with their clients, they help them reach the goals they have today, help them manage the surprises that may come tomorrow, and strive to keep them on course to achieving their life goals.

When it comes to advertising their services, they do have a small issue: due to regulations, they cannot overtly state or even mildly imply that they are successful. Wow, that’s a tough one to get around!

During client/agency brainstorming meetings, we identified the following big life events that motivate people to think about their financial planning: deaths, births (second child), marriages, divorces, raises, firings and new jobs.

Rogan & Associates was striving to educate people on what financial planning means. A lot of people assume it’s just about investments, but it’s more than that … it’s making sure your wills and trusts are correct, it’s making sure your accounts are titled correctly, etc. What’s more, with the most recent economic downturn, there was a destruction of confidence issue the firm needed to overcome as they strived to help families and individuals to trust their financial plans with the caring planners at Rogan & Associates.

In addition to writing and strategically placing radio ads, NV Advertising created their blog & mentored the planners on how to post relevant and engaging blog posts to effectively educate current and prospective clients. Visit WhyWePlan.com

RADIO SPOTS

CLIENT TESTIMONIAL

I want to thank you and your team for all that you have helped us with. Thanks to the sponsorship packages you helped develop for us, we have been able to receive sponsorship commitments in excess of $215,000. I am extremely happy with your professional services and counsel and look forward to working with you again on more projects in the near future!
— Meade Malone, MWM Business Network

I worked with Nicole for 6 years and watched her grow into a powerful and professional business woman. Her eye for detail and her self discipline make her an execellent business partner in many different capacities. I highly recommend Nicole as a business person of integrity and passion for everything she does!
— Todd Metz, General Sales Manager, Clear Channel Media & Entertainment

I continue to get complements on the menu and our sales continue to be on an upward path of double digits. The menu is having a nice impact on our lunch business which I hope only increases as we get our to go menu's out to the business community!
— Mike Goodwin, Owner, O'Brien's Irish Pub - Plant City

Nicole is one of the most proficient people I know when it comes to executing the small details that make big difference to a company's performance. If your company is looking for a true partnership based on quality (not quantity), Nicole's an easy choice.
— Mark Warlaumont, General Sales Manager, Tampa, Clear Channel Radio

Thanks you so much for all your hard work and support in this effort. We are extremely pleased with the new website and the marketing tool it will become. You were great to work with, on top of the project at all times and very helpful with ideas and bringing about the final product. We fully expect to have more work for you as we progress and dig into this moving forward, as you know internet marketing tools change daily. If I can be a reference for you with any other potential clients please don’t hesitate to have them contact me.
David Budd, Carolina Office Xchange, Morrisville, NC

NV Advertising has been very instrumental in developing new media exposure opportunities for us as well as updating proven channels used to advertise our venue. I would feel comfortable recommending NV Advertising for any size project in the Tampa Bay area.
Bob Joyce, General Manager, Tampa Improv Comedy Theater

Nicole is the type of person every business owner wishes they had, either employed at their company or partnered with them to help their business grow. She's thoroughly organized and detailed, always meets deadlines, and is able to handle any unforeseen issues that may arise with grace and clarity. Perhaps her best character asset is her empathy for others as she understands what it's like to work in both large and small companies and transition as well to owning her own. I often refer many of my previous clients to her expertise as I know that they are in the best hands I could possibly place them in.
— Brenda Terry

Nicole, I want to express my personal gratitude in making my short sale incentive plan campaign a great success.
Kenny Hayslett, Broker - Associate, Hayslett Team Re/Max

NV Advertising is an all around professional, class act. Nicole is a priceless one stop advertising and marketing expert. Our company, American Ketamine Institute, couldn't be happier with the service and results we have seen. We see NV Advertising as a key component to our current and future success and we highly recommend her and NV Advertising!
Jeremy Williams, CRNA (Anesthesia)

Working with NV Advertising was a wonderful experience. They brought a personal touch to our grassroots campaign to help promote Tango Fire. Throughout the project, Nicole was extremely informative and personally engaged with each aspect of the plan. I would highly recommend working with NV Advertising if you're looking for a company that cares as much about your marketing needs as you do.
Heather Chamberlain, Tampa, FL

I remember the time you sat at the PC in our office and hammered-out copy for our Radio advertising. Usually I wrote our copy myself, so I wasn't sure an outsider could do it as effectively. When you were done, it read like you had been working at our business for decades.....you completely understood our product, our needs and what our message should be and chose the exact words to convey it perfectly. But the one word I remember most was WOW, because you amazed me!
— Ken Weinstein, Tampa, FL

Nicole has helped my company establish a brand identity over the last 5 years. She is a tireless worker that always has your best interest at heart. She has saved my company thousands of dollars. If you need help getting your company to stand out above your competitors I recommend you call Nicole.
Bill Adams, President of Refurbished Office Furniture

All of our national partners were very impressed with your media plan. They expressed that they had not seen anything like this produced for other cities throughout the country. The last similar event we had in 2010 we tried to plan our own media and got luke warm results at best. With your help and expertise we not only were able to stretch our marketing dollars but had the highest attended event in the country. Nicole, thanks again for all your help.
— Sylvia Alvarez, Housing & Education Alliance

Nicole provided me with everything I needed for an article I wrote for The Tampa Tribune, including beautiful, well-sized photos, names, signed press releases and interesting back story. Her attention to detail made it effortless to compose this piece about a St. Baldrick’s Foundation fundraiser for pediatric cancer research.
— Barbara Routen, , Special correspondent at The Tampa Tribune