Search Engine Optimization (SEO) for Financial Advisors: $975 (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.
Basic Monthly Marketing Package: $375
This package is designed to take marketing off your plate for one low monthly price. One custom written blog post each month is shared via your website, email, and across social media to keep you top of mind. The setup process includes setting up and optimizing your social media profiles and email marketing engine at no extra charge. We also post three times per week to Facebook, LinkedIn and Twitter to stay in front of clients and prospects.
Premium Monthly Content Marketing Package: $525
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 bi-weekly 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 referrals sources.
Website Copywriting: $750
Our experienced copywriters custom write up to 8 pages of your website and include one round of edits. Each page is designed to help prospects begin to under- stand what you do, how you can help, and why they should take action to work with you today.
WordPress Website Design: $1500
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.
Logo Design: $500
Our logo design process includes a custom design brief and 10 logo options for you to choose from. Once you select the winner, we’ll customize the colors and deliver the final files.
Social Media Profile Creation: $250
Did you know that most financial advisors spend over 6 hours creating their social media profiles? The process can be time-consuming and frustrating. The most common request I get from advisors is “Can’t someone do this for me?”
I create social media profiles for advisors that incorporate marketing best practices, search engine optimization, and compliance regulations.
Event Marketing Package: $475 per event
The Event Marketing Package is designed to get the maximum exposure and RSVPs for your event. The package includes:
- Registration Page on Your Website
- Custom Graphic to Promote Event Compliance Approval and Required Changes
- “Save the Date” Custom Email
- “Register for Our Event” Custom Email
- “Last Chance to Register” Custom Email Facebook Ads
- LinkedIn Invitations
Custom Reports & Whitepapers $450 (one time fee)
Reports and Whitepapers are helpful marketing tools to capture email addresses and help prospects get to know your firm and your expertise. We work with advisors to write, create, and design custom eBooks and Whitepapers. The process includes:
- Writing eBook or Whitepaper
- Compliance Edits and Approval
- Graphic Design to Match Your Brand
- Uploading to Your Website
- Setting Up LinkedIn or Facebook Ads
Client Satisfaction Surveys: $450 each
The best way to improve client satisfaction and build your referral process is to better understand what your clients value most. Our custom client feedback surveys offer an easy way to gather feedback from clients so that you can deliver more of what matters to them.
Often, client feedback surveys give advisors ideas to save money and improve their service. At the end of each survey, there is an option to include a request for referrals.
Webinar Marketing Package: $1,750
Webinar marketing is a powerful way to help prospects get to know who you are and how you can help. Investing in an evergreen webinar can attract more traffic, capture emails, and qualify your prospects. Our Webinar Marketing Package includes:
- Creating your presentation
- Designing your presentation
- Uploading your recorded video presentation
- Automating your webinar
- Adding it to your website
- Promoting your webinar by email and social media
Facebook or LinkedIn Campaigns $450 (one time fee)
Setting up Facebook Ads and LinkedIn campaigns can be confusing and frustrating. We’ll work to create your ad, customize your audience, and set up your campaigns to match your monthly budget. Each Facebook or LinkedIn campaign will run indefinitely until you make changes.