Digital Marketing for solo financial advisors and small financial planning practices

We help financial advisors build their dream businesses by attracting their ideal clients.

Your time is limited. You're running a financial planning practice.

Here's how we accommodate your marketing needs and your budget.

HERE'S HOW WE CAN HELP

CUSTOM CONTENT

The foundation of your marketing comes from the content you create on your website. We create content your ideal clients will click on, increasing your traffic and improving your SEO.

SOCIAL MEDIA

We keep your team's social media active every week, highlighting your custom content and other resouces your ideal client will find valuable.

EMAIL MARKETING

We create custom newsletters that your audience will look forward to. Our clients have an average 55-60% open rate on their monthly emails. (An average open rate for most newsletters is 17-25%.)

COMPLIANCE MANAGEMENT

You don't have time to deal with compliance. We take you out of the middle and make sure each marketing piece is approved by your compliance manager.

Click here for more about our services

Your website and digital marketing are now often the first impression you're giving people. Gone are the days of meeting someone for the first time with a handshake; now they're looking at our websites to see what we're about, scanning our social media, signing up for our emails, and then, once they get to know us, they're contacting us for an initial meeting.

Just like no one is born knowing about money (and that's why you have a business), no one is born knowing how to effectively market their financial planning practice. That's why we, as marketers, talk to our financial advisors about our finances, and why you, as a financial planner, might want to outsource your marketing.

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92% of financial planners who use social media for business purposes report that it has helped them get new clients.

What Happens When Social Media Passwords Get Lost During Leadership Changes?

Throughout my many, many years on this planet, I have been on a lot of boards: Cultural commissions, moms groups, financial planning organizations, women's networking groups...you name it, I've volunteered for it. As anyone who has sat on a board knows, this type of volunteering is not without its challenges. But since the advent of digital marketing and social media, those challenges have multiplied. I'm always excited to lend some marketing expertise to a board or organizat

12 hours ago4 min read

Does Social Media Marketing Still Work for Financial Advisors?

I've seen a lot of shifts in social media marketing throughout the years. My initial experience was this: I blogged -> I posted almost every day on Facebook -> I developed a following of thousands -> I got a book deal. So, when I started my business, I was focused on content (and still am) and social media marketing because I knew that it worked. But things changed. Facebook shifted how they put things in front of people. Just because people followed you or your page didn't n

Apr 144 min read

Which Social Media Platforms Work Best for Financial Advisors?

It can be a little disheartening looking at some financial advisors who seem to be everywhere, on every social media platform, all the time. You take one look at that and think, "I'll never have time to post like that" - so you don't even try. Because I work with solo financial advisors and small practices, I know they don't have a dedicated team working on their digital marketing. And I'm in the same boat; I'm a small company, so I don't have the bandwidth to be on every soc