Dart
PRIVATE & CONFIDENTIAL
Digital Growth Proposal
Growth, aligned with your values.
A complete digital presence system for Crescent Investment Solutions LLC: website, search, video, and brand, engineered to make DFW's values-first advisor impossible to miss.
Prepared for
Crescent Investment Solutions LLC · Plano, TX
Prepared by
Dart Marketing · dartmarketing.io
Date
July 2026
Dart
01 · The Opportunity
Values-aligned investing is booming, and Crescent sits in exactly the right niche. The problem: almost nobody can find you.
Global Islamic finance has grown past the $4 trillion mark, ESG mandates keep pulling retail money, and DFW hosts one of the fastest-growing Muslim professional communities in America. Crescent's positioning, an ESG plus halal plus international-investor fiduciary practice on a Schwab custodial platform, is genuinely rare among local RIAs.
Crescent's entire footprint today
8
LinkedIn followers
No video presence. No search visibility for the terms your clients actually type. A website that never mentions the advisor behind the firm.
Every dollar of trust is being won in person, and none of it compounds online.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
2 / 18
Dart
02 · Diagnostic
We audited every touchpoint a prospect checks before trusting you with their money. Four findings explain the growth ceiling.
#TouchpointWhat we foundWhy it costs you clients
01WebsiteClean template, but no advisor bio, no credentials, no fee transparency, thin service pages, dormant blog.Prospects can't verify who they'd be trusting. Anonymous firms lose to named advisors.
02LinkedIn8 followers, site links broken or missing, no founder profile activity, no content history.Referrals check LinkedIn first. An empty page reads as an inactive firm.
03Search & AIInvisible for "halal financial advisor," "ESG advisor Dallas," and every high-intent term in your niche.The clients actively looking for exactly what you offer are being routed elsewhere.
04Content & collateralNo video, no social cadence. The print flyer carries the whole pitch in a dated, text-heavy design.A $50K-minimum offer needs a brand that looks like it manages money seriously.
So what: the practice has a conversion problem, not a credibility problem. Fix the four touchpoints and every referral, call, and flyer starts compounding instead of leaking.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
3 / 18
Dart
02 · Diagnostic
A $344M firm with nearly the same name sits in the same city. Right now, it owns your search results.
Crescent Advisor Group, Inc. is an established Plano RIA managing roughly $344M. When a referral hears "Crescent" and searches, they land on the wrong firm or on third-party directories, not on crescent-is.com.
This makes search optimization a defensive necessity, not a nice-to-have. Every referral you generate offline is currently exposed to leakage online.
The fix
Entity-level SEO and AEO: structured data, distinct brand signals, owned content, and directory cleanup so search engines and AI assistants stop confusing the two firms.
crescent investment advisor plano tx
smartadvisormatch.com › advisor-firm-network › texas
Crescent Advisor Group, Inc. · Plano, TXNot you · $344M AUM
Registered investment advisor in Plano, Texas managing approximately $344 million for individuals and families...
fintrx.com › firms › crescent-advisor-group
Crescent Advisor Group · RIA in Plano, TXNot you
Firm profile, AUM, advisors and contact information for Crescent Advisor Group, Inc...
unbiased.com › advisor-firm › plano
Top financial advisors in Plano, Texas · Directory
Compare vetted financial advisors in Plano. Third-party directory listings rank above your own site...
crescent-is.com
Crescent Investment Solutions LLCYou · buried
Your own site, appearing below competitors and directories for your own brand searches.
Illustrative result order based on current visibility audit, July 2026.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
4 / 18
Dart
03 · Market Context
The advisors winning new clients are not the biggest firms. They are the most visible ones, and visibility is now bought with owned assets.
Client acquisition in wealth management has shifted decisively to search, AI answers, and short-form video. The spend data shows where high-performing firms place their bets.
2-4%
of revenue on marketing
The benchmark allocation for growth-stage advisory firms in 2026.
50%+
into owned digital assets
Top-performing RIAs concentrate budget in website, SEO and content, the assets that compound.
$4T+
global Islamic finance
Halal and values-based investing has crossed into the mainstream, with US demand accelerating.
AEO
the new battleground
AI assistants now answer "best halal advisor near me." Firms with structured, cited content win the recommendation.
$9K to $17K
is what a typical solo advisor already spends per year on marketing. The difference between spend that evaporates and spend that compounds is whether it builds owned assets. This proposal puts every dollar into assets Crescent keeps.
Source: Paladin Digital Marketing advisor spend benchmarks 2026; ICD-LSEG Islamic finance development indicators.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
5 / 18
Dart
03 · Market Context
Every competitor in your orbit owns a channel. Nobody owns your combination, which makes the lane winnable.
PlayerPositioningDigital strengthThe gap Crescent exploits
Wahed InvestGlobal halal robo-advisor and appMassive YouTube, social and app-store presence; heavy brand spendAn algorithm, not an advisor. No personal fiduciary relationship, no local presence.
Amana / SaturnaHalal mutual funds, 30+ year heritageDeep educational content library that ranks for halal investing termsFund manufacturer, not a planner. Doesn't advise on a client's whole financial life.
ShariaPortfolioDedicated halal wealth managerEstablished content, podcast and national client baseRemote-first and stretched thin locally. No DFW ground game.
Islamic Finance GuruContent platform for Muslim investorsDominates informational search for halal investing questionsMedia brand, not licensed advice. Sends ready-to-act readers to whoever is visible.
DFW wealth firmsGeneralist local RIAs and bank teamsOwn local search for "financial advisor Plano / Frisco / Dallas"Zero focus on halal, ESG or international investors. Values-driven clients are an afterthought.
Crescent + DartLocal values-first fiduciary: ESG, halal, internationalToday: none. In 90 days: site, search, video and social all liveThe only player combining personal advice, local trust and values specialization.
The strategy is not to outspend any of these players. It is to own the intersection they all leave open.
Source: Dart competitive audit, July 2026. Firm data from public filings and directories.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
6 / 18
Dart
04 · Strategy
Five requirements, one system: make Crescent the most visible values-based advisor in DFW.
The five requirements in your brief are not five separate projects. They are one repositioning move: from invisible-and-niche to visible-and-niche, the quadrant where premium clients are won.
Everything in this proposal, website, search, LinkedIn, video and design, exists to move Crescent up this map and keep it there.
Visible
Invisible
Niche
Mass-market
Crescent + Dart · in 90 days
Niche & visible
Values-first fiduciary that ranks, gets recommended by AI assistants, publishes daily and looks the part. Premium clients, zero ad-dependence.
★
Mass & visible
Wahed, big DFW wealth brands, bank advisory arms. Massive budgets, generic promise, no personal relationship.
Niche & invisible
Crescent today. The right specialization, the right custodian, the right story, and no one searching can find it.
Mass & invisible
Thousands of undifferentiated solo advisors competing on referrals alone. The commodity trap.
Pillar 1
Website + SEO/AEO
Pillar 2
LinkedIn rebuild
Pillar 3
Video engine
Pillar 4
Design system
Output
Brand awareness
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
7 / 18
Dart
05 · Pillar 1 · Website + SEO/AEO
A rebuilt crescent-is.com that turns verification visits into booked calls.
Launch commitment
30
days to new site live
Design, build, migration, on-page SEO and schema shipped inside the first month, then compounding from day one.
Compliance built in
Every page written with SEC Marketing Rule guardrails: no performance promises, correct disclosures, advertising-review-ready copy.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
8 / 18
Dart
06 · Pillar 2 · LinkedIn
For a solo RIA, the founder is the brand. LinkedIn is where that credibility compounds.
Why it matters: every referral checks LinkedIn before booking. Today that check ends the conversation. In 90 days it starts one.
CRESCENT INVESTMENT SOLUTIONS
STOP WORKING FOR YOUR MONEY · LET YOUR MONEY WORK FOR YOU.
Crescent Investment Solutions logo
Crescent Investment Solutions
Crescent Investment Solutions, a trusted financial advisor in Plano, Texas.
Financial Services · Plano, Texas · 8 followers · 2-10 employees
View Crescent Investment Solutions on LinkedIn ↗
Crescent's LinkedIn company page today, the starting point for the rebuild.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
9 / 18
Dart
07 · Pillar 3 · Video Engine
Eight AI-produced Shorts a month build authority without a single hour on camera.
Faceless and avatar formats mean zero filming burden. Our AI production stack scripts, voices, animates and brands every video, and each one is written compliance-first: educational, never promissory.
Avatar explainer
AI generated avatar
What makes an investment halal?
Avatar format direction, styled in Crescent's rebuilt brand system.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
10 / 18
Dart
08 · Pillar 4 · Design System
One visual system, so every post, Short and page looks like the same premium firm.
Educational carousel
5 questions to ask before choosing a fiduciary
Data visualization
Where halal portfolios actually invest
Myth vs fact
"ESG means lower returns." Does it?
Founder note
Why we built a values-first practice in Plano
Template directions. Final system designed in discovery.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
11 / 18
Dart
09 · Awareness & Guardrails
Brand awareness is not a separate line item. It is the output of the system, measured monthly and built compliance-first.
How the pillars compound
  • →Search visibility brings in-market prospects to a site engineered to convert them.
  • →AI answers recommend Crescent when assistants are asked for values-based advisors.
  • →Video reach builds familiarity before the first call is ever booked.
  • →Founder authority on LinkedIn converts referrals and keeps existing clients confident.
  • →Directory cleanup across Google Business Profile and advisor listings locks in local dominance.
SEC Marketing Rule guardrails
  • Educational content only: no performance promises, no guaranteed-return language, ever.
  • Testimonial and endorsement rules respected; nothing published without required disclosures.
  • Disclaimer system baked into every template, post format and video outro.
  • Everything delivered advertising-review-ready for your compliance workflow before it goes live.
Monthly reporting
One dashboard: traffic, rankings, AI-answer presence, follower growth, video views and booked calls. You see exactly what the retainer is buying, every month.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
12 / 18
Dart
10 · Roadmap
Ninety days from sign-off, every channel is live, publishing and measured.
Day 0
Kickoff
Access handover, brand audit, keyword research, content strategy locked.
Day 15
Brand + LinkedIn live
Design system delivered, both LinkedIn profiles rebuilt and publishing.
Day 30
Website launch
New crescent-is.com live with full SEO/AEO foundation and booking funnel.
Day 45
First content month
8 Shorts and 12 posts shipped across all channels on cadence.
Day 90
Traction review
Rankings, AI-answer presence and pipeline reviewed; strategy tuned for scale.
30
days to a new website
Not a six-month agency rebuild. Live in one month.
20
content assets every month
8 Shorts + 12 designed posts, produced and published for you.
01
accountable partner
Strategy, design, build, content and reporting under one roof.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
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Dart
11 · Success Metrics
By month six, Crescent should be the answer when DFW searches for values-based advice.
Awareness metrics matter only because they feed one number: qualified conversations booked with you. Every target below is reported monthly against baseline.
The metric that pays
A steady flow of booked "Let's Chat" calls from people who already know what you stand for. One new client funds this entire program many times over.
Search
Page 1
for core halal and ESG advisor terms across DFW, with AI assistants correctly recommending Crescent.
Social
1,000+
LinkedIn followers, up from 8, with consistent founder engagement and inbound profile visits.
Video
100K+
cumulative Shorts views across YouTube, Instagram and LinkedIn in the first six months.
Business
Booked
a measurable monthly pipeline of scheduled calls, tracked from first touch to signed client.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
14 / 18
Dart
12 · Why Dart
The thesis
We build growth systems for regulated, trust-first businesses, from NYSE-listed companies to specialist advisory firms.
250M+
Digital impressions
generated across client programs in 11 countries.
+1000%
Website traffic
for Birchtech Corp (NYSE: BCHT), alongside 12M impressions and full IR marketing.
4x
Return on ad spend
for Rebel Health Alliance, with 8M impressions and $150K in tracked revenue growth.
3x
Faster execution
AI-augmented production at roughly half the cost of comparable US agencies.
Why this matters for a regulated firm
We already produce investor-facing, compliance-sensitive content for public companies. Financial-services discipline, disclosure awareness and factual rigor are our default operating mode, not a learning curve billed to you.
Selected clients
Birchtech (NYSE: BCHT) · Pfizer/LCI · KFC · Toyota · Rebel Health Alliance · Optimi Health
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
15 / 18
Dart
13 · Investment
One foundation build, a monthly engine sized to fit. Priced below what a typical advisor already spends on marketing that doesn't compound.
Phase 1 · One-time
$1,700
Website revamp + SEO/AEO foundation
Full site redesign, build and migration · keyword architecture and technical SEO · AEO layer (structured data, FAQ schema, entity disambiguation) · compliance-reviewed copy for every page · Google Business Profile and directory cleanup.
Phase 2 · Growth retainer
Three tiers. Pick what fits today, upgrade anytime.
Starter
$1,000/mo
4 faceless/avatar Shorts · 6 designed posts · Company LinkedIn management · SEO/AEO maintenance · monthly reporting
Growth
$1,500/mo
6 faceless/avatar Shorts · 10 designed posts · Company + Founder LinkedIn management · ongoing SEO/AEO · monthly strategy and reporting
Full Engine
$2,000/mo
8 faceless/avatar Shorts · 12 designed posts · full LinkedIn management · ongoing SEO/AEO · Lead Generation · monthly strategy and reporting
Term
6 months initial
then rolling monthly
Invoicing
Monthly · USD
Phase 1 billed 50/50 at kickoff and launch
Exit
30-day notice
after the initial term, no lock-in games
Pricing
Locked 12 months
no mid-engagement increases
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
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Dart
14 · Next Steps
Three steps between today and a firm nobody can miss.
01
Sign-off
This week
Approve the proposal and initial term. One signature, one kickoff invoice.
02
Kickoff
Within 3 days
Access handover, discovery call, brand audit and content strategy session.
03
First delivery
Day 15
Design system and rebuilt LinkedIn live. Website launch follows at day 30.
Your clients align their money with their values.
Your marketing should be just as intentional.
Dart Marketing · Confidential · Prepared for Crescent Investment Solutions
17 / 18
Dart
15 · Contact
Let's build.
Point of contact
Umair Ansari
CEO & Co-founder, Dart Marketing
umair@dartmarketing.io
Dart Marketing
dartmarketing.io
US · UAE · Australia · Pakistan
We're your fuel for growth.