


Our Services
Total Marketing Package
Our done-for-you marketing package makes it even easier to stay top-of-mind. You’ll get regular, custom content that communicates in your own voice and perspective.



In a Nutshell
One Affordable Package
Feeling overwhelmed with your marketing strategy? Do you wish you could focus on your clients without being sidetracked with endless cold calls, lead-generation tools, and ongoing content creation? Then our Total Marketing Package is for you!
We’ve condensed everything that we know works for financial advisors into one affordable package designed to take digital marketing off your plate and generate high-quality leads and referrals. You’ll save valuable time and resources AND you’ll have access to an all-star team of marketing experts who can manage your messaging and implement your strategy from start to finish.


Includes our
Marketing Foundations Package
- Social Media Services: Boost online presence with optimized social channels.
- SEO Package: Dominate Google search with our SEO expertise.
- Email Marketing: Send consistent messaging and marketing touch-points for cohesive branding.
- Website Audit: Is your website inadvertently driving prospects away? We’ll audit your site to boost traffic and improve conversion rates.
- Calendar Integration: Make it easy for prospects to get in touch with our “Get Started Now” landing page and online scheduler.
- PLUS we’ll build you a personalized 12-month content calendar so you know exactly what to expect from your marketing each year!
wAIT, tHERE’S mORE
Ongoing Monthly Benefits
- 1 custom blog post each month
- Distribution of your monthly article via email, social media, and GMB
- 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
Looking for EVEN MORE Personalization?
Pricing
Choose What Best Fits Your Needs
Total Marketing Package
- $3,500Upfront
- $795/Month No Contract
Total Marketing Package
- $3,500Upfront
- $1,095/MonthNo Contract
How can we help?
Frequently Asked Questions
Hiring a new marketing agency can be a daunting task. Let us do the hard work for you! Read some of our frequently asked questions to learn more about exactly what is included in our services. If you still have questions, schedule a free consultation with one of our experienced marketing strategists. We would love to hear from you!
There are no contracts or commitments required to sign up for the Total Marketing Package. You can cancel at any time and you retain ownership of all the content we’ve produced for you.
Absolutely! We’ll take $500 off the up-front cost of the Total Marketing Package if your website is already optimized. This means you’ll pay $3,000 up front, then $795 a month after that.
Yes, if you need to update text or add a team member to your website, we can do that for you. Our Total Marketing Package includes one hour of website maintenance per month. If you need a design change, we can do that at our hourly rate.
Social media moves quickly. If we didn’t post to your channels three times a week, your content would get buried in your audience’s news feed and no one would see it.
We schedule unique social posts that don’t repeat within a 30-day period. Our posts include excerpts from your website, including key pages about your story, your process, what makes you different, along with any custom content we create for you.
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?
Custom copywriting is when a writer crafts content that is specifically tailored to a specific audience, product, or service, while personalized copywriting is when a writer creates content that is tailored to an individual customer. Custom copywriting involves a lot of research and strategizing to create content that resonates with a target audience, while personalized copywriting requires a more personalized approach, with the content being tailored to the individual customer. Both types of copywriting can be used to create effective marketing and advertising campaigns, and which one you choose will depend on the specific needs of your project.
Yes, you can add additional articles to your package for $300 per article. Please let us know if you’re interested and we’ll send you a custom quote.
Our video service includes working with an account manager to determine a topic, script creation, professional editing, and deployment via email and social media.
- TMP Standard Package: You can replace any monthly written article for an additional $200 with a 3-minute video, or add a video to your package for $300 per video.
- TMP Plus Package: Includes the option to swap any monthly written article for a 3-minute video at no additional charge.
Still Have Questions?

