Expert Marketing Services for financial advisors

  • Fractional Marketing Officer (FMO)

    Get executive-level marketing leadership without the full-time hire.

    This service is built for companies ready to level up their marketing, but not ready to bring on a full-time executive.

    You get the strategy, clarity, and direction of a seasoned CMO, tailored to your business goals.


    Rate:
    $200/hr or 30 hours
    or
    Retainer for $5,750/month

    Includes:
    -     Strategic Planning
    - Brand Management
    - Content Strategy
    - Email Marketing
    - Social Media Engagement
    - Branded Marketing Collateral
    - Relationship Management

    Schedule a Call

  • Marketing Collateral

    For financial advisors and wealth firms ready to sharpen their brand, attract ideal clients, and fuel real growth.

    Custom marketing collateral positions your brand to attract prospects, keep clients engaged, and grow your business with the kind of buzz your competitors wish they had.

    Rates start at $450

    Includes:
    -     Branding Elements
    - Guides & Workbooks
    - One-Pagers
    - Brochures
    - Printed Materials
    - Digital Marketing Materials
    - Event Materials
    - Lead Magnets

    Schedule A Call

  • Email Marketing

    Designed specifically for financial advisors and wealth management firms aiming to enhance client engagement, nurture leads, and drive business growth.

    Enhances your brand's professionalism, engages clients effectively, and drives business growth through consistent, high-quality marketing materials.


    Rates start at $275

    Includes:
    -     Personalized Content
    - Niche and Segment Specific
    - Campaigns
    - Client Nurturing

    Schedule A Call

  • Marketing Strategy Playbook

    Ditch the random hacks. Forget the "see what sticks" game.

    This is a custom plan built to attract your ideal clients and fuel real growth.

    Rates start at $2,500

    Includes:
    - Market Research & Analysis
    - Goal Setting
    - High-Impact Actions to Take
    - Communication Strategies
    - Tips and Recommendations
    - Marketing Channels & Tactics
    - Lead Generation Strategy
    - Client Retention Strategy
    - 12-Month Calendar Schedule

    Schedule A Call

Additional Services

  • Duration: 60 minutes

    • Price: $280

    • Get a clear strategy and focused steps that move you forward.

  • Improve your social media presence, draw in more clients, make your social media posts more effective, and engage with your followers with impact.

    Creates engaging, relevant, and targeted social media content to boost your online presence and connect with your audience effectively.

    What you get:

    -Content Creation

    -Post Scheduling

    -Audience Engagement

    -Analytics & Reporting

    -Campaign Development

    -Platform-Specific Strategies

    Rates start at $550/wk

  • Want to enhance your online presence and get more clients? Optimizing your social media profiles can make a big difference.

    Enhances your social media profiles to maximize visibility, professional appeal, and client attraction.

    What you get:

    -Profile Audits

    -Optimization Recommendations

    -Bio and Summary Enhancement

    -Professional Image Selection

    -Keyword Integration

    -Consistency Across Platforms

    Rates start at $700

  • If you want to enhance your visual communication, brand identity, and engagement through professional custom graphics.

    Creates visually appealing and brand-aligned custom graphics to enhance your marketing materials and online presence.

    What you get:

    -Logo Design

    -Infographics

    -Social Media Graphics

    -Presentation Designs

    -Custom Illustrations

    -Event Graphics

    Rates start at $350 per graphic

  • If you want to improve your website's performance, user experience, and search engine rankings to attract and retain clients.

    Optimizes your website to improve performance, user experience, and search engine visibility, driving more traffic and conversions.

    What you get:

    -SEO Audit & Recommendations

    -User Experience Enhancements

    -Mobile Layout

    -Copy Updates

    -Image Upgrades

    Rates start at $1,750

  • If you are looking to establish thought leadership, engage with your audience, and improve SEO through high-quality, relevant blog content, this is for you.

    Provides expertly crafted blog content to showcase your expertise, engage readers, and boost your website's SEO.

    What you get:

    -Topic Research

    -Keyword Integration

    -SEO Optimization

    -Content Writing

    -Editing & Proofreading

    -Custom Thumbnail and Graphics

    -Minimum 700 Words

    Rates start at $375 per blog post

  • One of the most powerful digital marketing tools at your disposal.

    They let you communicate directly with your prospects and customers in a personalized way by serving valuable content and relevant promotions straight to their inboxes.

    What you get:

    -Content Creation

    -Custom Graphics

    -Design & Layout

    -Personalization

    -Regular Distribution

    Rates start at $450 per newsletter

  • Organize and streamline all your marketing materials so you can access everything you need quickly and efficiently.

    Ensures all your marketing collateral is in one spot, neatly organized, and easily accessible, freeing you up to focus on what matters most—growing your business.

    What you get:

    • Comprehensive review and inventory of marketing assets

    • Centralized system for storing and accessing collateral

    • Regular updates to ensure content is current

    • Easy-to-navigate file organization

    • Option for ongoing maintenance or one-time setup

    Rates start at $350

  • -Video Editing

    -Ads

    -Website Builds

    -Webinars

    -Event Planning