LinkedIn Course for Financial Advisors: $297
The top-rated LinkedIn Course for Financial Advisors is the easiest way to learn everything you need to know to get new clients each and every month using LinkedIn.
Search Engine Optimization: $625
Our Search Engine Optimization Package is designed to create a greater web presence for your firm and increase traffic to your site. With this package, we will register your business with search engines. This means your website will come up more often in search results for specific keywords and your clients and prospects can find your business on Google Maps.
Basic Monthly Marketing Package: $325
Our Basic Marketing Package is our most popular package because it allows advisors to take marketing off their plate for one low fee of $325 per month. Highlighting your expertise, we create original, custom content catered to your ideal clients. We take care of posting this content on a monthly basis and deploy it to your blog, by email, and via social media. Why not delegate to an experienced professional with demonstrated success?
Premium Monthly Marketing Package: $450
Our monthly marketing package is our most popular package because it allows advisors to take marketing off their plate and delegate to an experienced professional. We create original, custom content on a bi-weekly basis and deploy it to your blog, by email, and via social media. The result is your own cohesive marketing plan that helps prospects find you when they need you most and keeps you top of mind with referrals sources.
Social Media Profile Creation: $200
Did you know that most advisors spend over 6 hours creating their social media profiles? The process can be time consuming and frustrating. The most common request I get from advisors is “Can’t someone do this for me?”
I create social media profiles for advisors that incorporate marketing best practices, search engine optimization, and compliance regulations.
Event Marketing Package: $350 per event
The Event Marketing Package is designed to get the maximum exposure and RSVPs for your event.
Custom Videos: $750 each, $1500 for Three
Did you know that videos get twice as many views as the same content in a text-only format? They’re a great way to communicate your value and tell your story. However, videos can be expensive and time-consuming to create.
Our packages come with, custom script writing, compliance approval in advance of production, video production and editing, and more.
eBooks & Whitepapers: $850 each
eBooks and Whitepapers are helpful marketing tools to capture email addresses and help prospects get to know your firm and your expertise. We work with advisors to write, create, and design custom eBooks and Whitepapers.
Client Satisfaction Surveys: $450 each
The best way to improve client satisfaction and build your referral process is to better understand what your clients value most. Our custom client feedback surveys offer an easy way to gather feedback from clients so that you can deliver more of what matters to them.
Often, client feedback surveys give advisors ideas to save money and improve their service. At the end of each survey, there is an option to include a request for referrals.