Our Most Popular Marketing Solution for Financial Advisors
Our Referral Generation Package is our most popular package for financial advisors because it allows advisors to take marketing off their plate for one low fee of $499 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. Staying top of mind helps clients think of you or refer you to a friend when the time comes.
Why not delegate to an experienced professional with demonstrated success?
My first blog post went out today on why I became an advisor. I was SO surprised at the response. Several people, both colleagues and prospective clients, emailed me saying how great it was. They were full of compliments, thanking me for sharing my story. Someone started following me on FB, and one client said he wants to introduce me to his son who is an international pilot. Thank you!!
Dave Stanfield, Evergreen Wealth Management
We create customized content to position you as a specialist, including:
- Articles or blog posts
- Firm announcements
- Press releases
- Event marketing
- Client surveys
- e-books and whitepapers
- Video scripts
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 referral sources. The Basic Marketing Package is just $499 per month!
We try to make an incredible amount of work look easy. In order to do this, we take a substantial amount of work and have our team of experts do this behind the scenes. This is why we charge a set-up fee of $1,500.
- Complete our SEO package designed for Financial Advisors
- Gain access and organize accounts for successful marketing campaigns
- Create and optimize your social media profiles (LinkedIn, Facebook, and Twitter)
- Set up your email marketing engine
- Design your custom email marketing template
- Create a marketing calendar
- Prepare our teams for creating and deploying your marketing content
Have questions? Let’s set up a time to discuss.
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To review what’s included or share with your team, check out the slides below.