Introduce your new advisory firm to the world with this all-inclusive package!
Whether you’re a new financial advisor or are stepping out on your own for the first time, you want to build a firm that separates you from the competition and positions you as an expert in your niche. With our most comprehensive package, we take care of everything for you — from designing your logo and building your website to creating your social media channels and deploying custom blog posts each month.
Pricing with Web Design: $14,999 upfront and $795 per month
Pricing without Web Design: $8,999 upfront and $795 per month
Includes:
- Custom logo design with 6 unique options and two rounds of edits
- Website copywriting from scratch (up to 7 pages)
- Our top-rated SEO package (a $1,499 value)
- Social media set up and optimization (LinkedIn, Facebook, Twitter, YouTube)
- Email marketing setup
- “Get Started Now” landing page with online calendar
- “Announcing Our New Firm” content sequence (4 articles)
- 12-month personalized marketing calendar
- Custom webinar to announce your firm
Ongoing monthly benefits:
- One custom article each month
- Posting to Facebook, LinkedIn, and Twitter 3x per week
- Monthly metrics from Databox to show your marketing is working
Frequently asked questions
Do I need the Total Marketing Package if I also have the New Firm Launch Package?
Absolutely not. Our New Firm Launch Package includes everything in our Total Marketing Package, so there’s no need to purchase both.
What articles are included in the “Announcing Our New Firm Launch” content sequence?
Our “Announcing Our New Firm Launch” sequence consists of four articles similar to these:
- Announcing Big Changes to Our Practice
- Why We Chose to Go Independent
- How Does an Independent Financial Advisor Benefit You?
- Is Your Financial Advisor a Fiduciary? We Are!
What types of posts do you create for my social media pages?
The first 10 social media posts are scheduled around our “Welcome to the World” posting schedule. Following that, we post these key areas and rotate blogs from your site:
- Why I started my firm
- Get started now online
- Our main services
- Introducing our team
- Our firm values
- How to work with us
- Other services we offer
- What’s new at our firm
- Why I became a financial advisor
- Do you know someone who needs our help?
What do you do with an article once you write it?
Once our team writes your custom monthly article, we post it to your website, send it to your email list, and share it on all of your social media channels.
What’s included in the SEO package?
For the SEO portion of the New Firm Launch Package, we:
- Create and optimize your Google Business Profile listing
- Add your logo and photos to Google Business Profile
- Connect Google Search Console to your website
- Submit your sitemap to Google
- Conduct competitive research to select optimal keywords
- Optimize your website title tags and meta descriptions for selected keywords
- Update your home page copy to target selected keywords
- Integrate Google Maps into your website
- Add up to 20 local citations for your business
- Add schema markup to optimize your website to target local searches