Our Services
New Firm Launch


All-inclusive package
Introduce Your Firm to the World
As a financial advisor, your brand is a critical component to the success of your firm. Whether you are stepping out on your own for the first time, or looking for a refresh after being in business for years, you deserve a marketing strategy that elevates your brand and establishes you as the go-to financial advisor in your area.
What better way to achieve this than with our most comprehensive package? From logo design and website builds, to creating a strong social media presence and deploying custom content each month, our all-encompassing approach will leave you free to focus on what you do best: providing top-tier financial advice to your clients.
Includes our
Marketing Foundations Package
- Custom Logo Design: Create elevated brand recognition
- Website Copywriting: Unforgettable website copy in your voice, up to 7 pages
- SEO Package: Dominate Google search with our SEO expertise
- Social Media Services: Boost online presence with optimized social channels
- Email Marketing: Consistent messaging and marketing touch-points for cohesive branding
- Calendar Integration: Make it easy for prospects to get in touch with our “Get Started Now” landing page and online scheduler.
- Custom “Announcing Our New Firm” Content Sequence: Worried about how to communicate your new brand to clients and prospects? This 4-article marketing sequence makes the transition easy.
- PLUS you’ll get a 12-month personalized marketing calendar and a custom webinar to announce your firm!
wAIT, tHERE’S mORE
Ongoing Monthly Benefits
- 1 custom blog post each month
- 3 social posts per week to Facebook, LinkedIn, and Twitter
- Monthly marketing metrics to track your progress and monitor campaigns
- Dedicated account manager to keep your strategy on track
Pricing
Choose What Best Fits Your Needs
New Firm Launch
- $14,999Upfront
- $795/Month No Contract
New Firm Launch
- $9,999Upfront
- $795/Month No Contract
How can we help?
Frequently Asked Questions
We value transparency, just like the financial advisors we work with. Wondering exactly what’s included with these services? Take a look at some of our frequently asked questions, or schedule a strategy call to learn more!
Yes, we offer rebranding services to help businesses refresh their visual identity, messaging, and overall brand strategy. Contact us for more information.
Absolutely not. Our New Firm Launch Package includes everything in our Total Marketing Package, so there’s no need to purchase both.
Our “Announcing Our New Firm Launch” is a custom sequence that will be built according to your needs. It generally 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!
The first 10 social media posts are scheduled around our “Welcome to the World” posting schedule. Once those have been posted, we stick to a rotating schedule of blog articles from your site and these key topic areas:
- 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?
Once our team writes your custom monthly article, we will post it to your website, send it to your email list, and share it on all your social media channels.
The SEO portion of the New Firm Launch Package includes:
- Creating and optimizing your Google My Business listing
- Adding your logo and photos to Google My Business
- Connecting Google Search Console to your website
- Submitting your sitemap to Google
- Conducting competitive research to select optimal keywords
- Optimizing your website title tags and meta descriptions for selected keywords
- Updating your home page copy to target selected keywords
- Integrating Google Maps into your website
- Adding up to 20 local citations for your business
- Adding schema markup to optimize your website to target local searches
Still Have Questions?

