How can you help me with my marketing?
We help top advisors with a true specialty to create custom marketing plans. Our most popular package is our Monthly Marketing Package, but we can also help answer your questions and on project-based marketing campaigns.
What about my website?
While we don’t design websites, we work with the leading website providers in the financial services industry. We are happy to manage the writing and creation of your website on any platform.
What about compliance?
All of the content we create goes through compliance before being published. Once it’s approved for public release, we post it on your website, where it is accompanied by proper disclosures. We’d be happy to help you navigate through the compliance rules with social media. You’ll need to have approval from your compliance department and archive your social media posts with Erado or Smarsh.
How do you work with compliance?
We can work directly with your compliance department to submit content on your behalf and make required changes. If you’re using FMG Suite or Emerald for your website, we’ll upload your content to your compliance department using the built-in interface. After it’s been reviewed, we’ll make any required changes and resubmit on your behalf, so you don’t have to worry about it.
Do I have to use social media?
The best time to start using social media is three years ago or today. The advisors I work with get hundreds of visits to their website from social media. But don’t worry, you don’t have to concern yourself with the confusing hassle that social media can be. Let us log in on your behalf to share your content and grow your network.
How do you create custom content?
Once you choose a topic for an article or blog post, just send us some notes or additional resources that might guide our writers. We write with your ideas, investment philosophy, and personality in mind. We’ll send a draft for you to review and make any changes you’d like. Once approved, we’ll send the content to compliance.
How will you send out my content?
We send out your content through several channels to get maximum exposure. This includes but is not limited to:
- Your website as a blog post
- By email to your clients and prospects
- On LinkedIn as a publication (which notifies your network)
- Within your LinkedIn groups
- On Facebook as a “Boosted Post” targeting your clients and their friends
Can you help with my social media profiles?
Creating and optimizing your social media profiles is part of the setup process for our Monthly Marketing Package. If you aren’t on social media, don’t worry, we’ll set up your profiles and pages for you.
What about Search Engine Optimization (SEO) for my website?
While most SEO firms charge high monthly fees and require at least a one-year commitment, our one-time SEO Package for Financial Advisors is designed to deliver maximum impact by completing the most important SEO tasks for your business. Learn more here.
Should I be using Facebook or LinkedIn ads?
Facebook and LinkedIn ads are a great way to reach more qualified prospects. As part of our Monthly Marketing Package, we’ll run your Facebook or LinkedIn ads at no additional charge.
I already write content, how can you help me?
Many of the advisors we work with write their own content. For a discounted rate, we can provide a helpful second set of eyes to edit and proofread your content. Additionally, we upload, promote, and deploy your content for you, taking those time-consuming tasks off your plate.
Can you help me promote my events?
Our Event Marketing Package is designed to get the maximum exposure and positive response from your upcoming event. The package includes an event page on your website with online RSVPs, event marketing emails, and more. Learn about the package here.
I work with 401(k)s. Can you write content for my niche?
Many advisors worry that their specialty is too technical for our writers. However, we work with top advisors and third-party administrators to create custom content about the latest 401(k) and ERISA news. If you’d like to learn more, ask us for article samples that are similar to your unique niche.
I work with 403(b)s. Can you write content for my niche?
Yes, see above.
I work as a 3(16) fiduciary on Defined Benefit plans. Can you write content for my niche?
We sure can!
I work in institutional cash management for school districts in Texas. Can you write content for my niche?
You bet! The more narrow your niche, the more your content will impact your clients and prospects. Schedule a free consultation with us today to discuss your particular niche and how we can help you share your unique expertise!