Financial & Legal Marketing

RevenFlo serves financial services providers (banks, CPAs, accounting, financial advisors) and legal services providers (attorneys, lawyers, back office) in growing brand awareness, educating customers on their financial or legal needs, and generating qualified leads and productive relationships.

Full “Out-of-the-Box” Marketing Department

RevenFlo provides an entire marketing department to firms, practices, and banks that want to stay lean in staff and go big in outcome. For the cost of a single executive plus his or her marketing budget, we provide the executive level strategy and management plus an entire team with the experience and needed skill sets to succeed online and in the marketplace.

Website Design & Development

RevenFlo designs and develops beautiful and strategically powerful websites for financial and legal professionals and organizations.

Our solutions include:
  • Strategically Focused
  • Beautiful Panel-Based Website
  • Mobile Responsive (for all size devices)
  • Browser Compatible (across all supported browsers)
  • SEO-Optimized (primarily for Google)
  • Standard Navigation (with mobile reshaping)
  • Clean, Professional Design
  • Editable by the Client (training provided)
  • Unlimited Client User Accounts
  • Consistent Branding
  • Custom Designed Homepage Marquee
  • Use of provided photos and stock photos
  • Custom Graphics
  • Contact Forms
  • Customized Simple Calculator
  • Interactive Maps
  • Social Icons and Links
  • A Blog, News Updates Section

Consulting & Strategy Development

RevenFlo works with financial institutions and professionals, as well as legal professionals and attorneys, to develop strategies for leveraging the Internet effectively. Before you dedicated significant resources to your marketing, you should have a good plan of where your headed and a clear vision of what success looks like.

  • Concept, Strategy, Budget, and Plan
  • Webpages / Microsites / Landing Pages
  • Online Advertising Campaigns
  • Multimedia, such as Videos and Audio Ads
  • Press & Social Marketing

Marketing Support Services

RevenFlo works with in-house marketing directors and managers to provide marketing support in all areas of need.

  • Strategy & Planning
  • Writing & Editing
  • Design & Layout
  • Advertising Management
  • Web Development
  • Video & Photography
  • Press Releases
  • Email Marketing
  • Landing Pages
  • Online Advertising Management
  • Social Media Marketing
  • Brochure Design

Fractional Marketing Executive

Jason Broadwater provides fractional CMO and Marketing Director services for banks and larger law firms to help with transition in marketing and marketing leadership.

  • Strategy Design and Development
  • Department Restructuring
  • Vendor Selection and Organization
  • Talent Recruitment and Hiring
  • 90-Day Transition

Video Production & Marketing

RevenFlo produces powerful videos for financial services providers such as banks, CPAs, and financial advisors, as well as for attorneys, lawyers, and legal firms. Including:

  • About Us Stories
  • Professional Profiles
  • Educational Shorts
  • Testimonials
  • and more

Web Application Development

RevenFlo works with banks and larger CPA and legal firms to design and develop applications for communications and operational needs. We work primarily in C# and .NET development and custom design applications with a focus on user-experience to meet the business needs of the client.

  • Business Requirements Definition
  • Technical Requirements Definition
  • User-Experience Design
  • Programming and Prototyping
  • User-Interface Design
  • Testing and Deployment
  • Hosting and Maintenance
Givolio Logo

Corporate Social Responsibility Through Giving

Givolio’s Workplace Giving Program is a powerful way to give back to your community (and recruit/retain talent as a result). Givolio allows a giver to create payroll-deducted giving portfolios by choosing their nonprofits from over 1 million available, setting giving amounts, and watching their impact grow. They can control their portfolios from a phone or computer, and they can see (and print or email) their tax reports at anytime. It makes giving easier and more organized, both personally and in the workplace. Visit to learn more.

News & Education

Financial & Legal Marketing News & Education


Financial & Legal Marketing Clients

Burkett, Burkett & Burkett CPA’s
Ronald Burkett, Co-owner
“Adding videos to our website has allowed for potential clients to get a better feel for our business, and has also increased the time new visitors spend on our site.”
Showell Blades
Bankruptcy Attorney
“I am a lawyer in a one-man law firm who has to utilize a variety of marketing concepts, technology and information for day-to-day operations. I have wanted a website because, while it may not now be the main source fo...”
Kevin Smiley
Managing Partner, Burkett Financial Services
“RevenFlo is professional, innovative and responsive. We are very pleased with our website and how our web team responds to our needs. We look forward to a long relationship.”
Elrod Pope
Tommy Pope, Partner
“RevenFlo has been our provider for a number of years at Elrod Pope Law Firm. Based on the positive results and responsive service we have continued to increase our marketing investment with them.”
Ed Newton
Senior Partner, NewtonAssociatesCPA
“We have been using Revenflo for about a year. They have completed a complete re-design of our web presence. Everyone at Revenflo has been very easy to work with. Their work has been very professional, timely, and they...”
Heyward Barnes, CPA
Senior Accountant at Burkett Burkett & Burkett CPAs
“RevenFlo did a wonderful job in presenting the benefits of LinkedIn to our firm personnel.”
David Casey
V.P. Business Development / Government Relations at Family Trust Federal Credit Union
“RevenFlo’s training was very helpful in helping me understand how to use LinkedIn effectively.”
Hutchison Group Inc.
Hiram "Chip" Hutchison, Owner
“RevenFlo has become one of our most valuable partners in my practice as I recognize the need for an effective electronic presence.”
Sula Pettibon
VP Marketing/Public Relations at Family Trust Federal Credit Union
“RevenFlo recently helped us redesign our website by giving us insight on how to tell our story and highlight our products and services. And now we’re partnering on videos that adds a new depth to our site. We trust ...”
Elrod Pope Law Firm
Maryanne Genus, Marketing Manager (past)
““We have seen a definite increase in new leads thanks to the Internet Marketing work from RevenFlo. They have been a very effective component of our integrated marketing strategy.” — Visit Elrod Pope Law Firm”

Case Studies

Financial & Legal Marketing Projects

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Burkett Burkett & Burkett CPAs

Retained Marketing for CPA Firm

Family Trust Federal Credit Union

Using Video to Educate and Connect with Community