Total Marketing Package
$495/Month (Plus $1,999 set-up)
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 biweekly 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 referral sources.
Search Engine Optimization (SEO) for Financial Advisors: $999 (one-time fee)
While most SEO firms charge high monthly fees and require at least a one-year commitment, our one-time SEO Package is designed to deliver maximum impact by completing the most important SEO tasks for your business. Our package includes setting up and optimizing your Google My Business page, up to 30 local citations, creating your meta tags, descriptions, schema markup, Google Search Console, and more! The result is a higher ranking on Google and more traffic to your site each month.
Webinar Marketing for Financial Advisors $2,500
Our Webinar Marketing Package includes:
- Creating your presentation
- Designing your presentation
- Uploading your recorded presentation
- Automating your webinar
- EasyWebinar software fees included
- Promoting your webinar by email and social media
The Starter Package: Everything for $4,750
Whether you’re starting your own RIA or upgrading your marketing after years of neglect, our complete marketing package includes everything you need to take your marketing from 0 to 60. Our process is designed to deliver a complete, proven marketing strategy with a minimum investment of your time.
Website Design: $2,500
We recommend building your website on WordPress, the largest website software system in the world. This allows you to own your website and only pay a low monthly fee for hosting. Our WordPress sites are mobile-responsive and include calls to action so prospects can easily take the next step with you.
Website Copywriting: $975
What does the text on your home page say? If you’re like most advisors, you probably don’t remember! But the copy on your website is critical for capturing the fleeting attention of prospects.
There are only a handful of firms that offer website copywriting for financial advisors. That’s because it’s difficult to create a personal and powerful message that’s also search engine optimization (SEO) and compliance-friendly. But most financial advisors really need help writing their websites.