Financial Advisor Marketing Pricing

Done For You Marketing That Actually Helps You Get Leads

Having a profile on is a great first step. Now take active steps to increase your reach through Done For You marketing for financial advisors! 

Let us take care of your marketing, so you can focus on your strength, servicing your clients. 

Most Financial Advisor Marketing Only Manages Your Existing List,
Rather Than Growing It

Most all of the financial advisor marketing that we've seen, doesn't actually do much to grow your list or audience. It's all inbound marketing.

Our marketing packages set you up to understand where you are at, with marketing analytics, but also take proactive steps to grow your list! 

Financial Advisor Marketing Pricing

Marketing Packages


The essentials Done For You to  get your marketing going.




  • In-Depth SEO Research
  • Profile
  • Keyword Universe Report
  • Competitor Keyword Gap Report (Top 4 Online Competitors)
  • Website Audit
  • Backlink Audit
  • SEO Research + Content Plan
  • Sitemap.xml creation & Submission to Google
  • 2 SEO Researched Articles per month
  • Content Calendar 
  • Quarterly Marketing Calls
  • $750 Set Up Fee
  • Minimum 6 mo. contract.


Get seen with Done For You  marketing, & social.




  • Everything in ESSENTIAL plus:
  • 3 Social Media Posts / wk, for Facebook & Instagram
  • 4 SEO Researched Articles per month
  • Google My Business Profile Optimization
  • $1000 Set Up Fee
  • Minimum 6 mo. contract

Done For You marketing, with landing pages,  social, & paid ad campaigns!




  • Everything in ESSENTIAL & VISIBILITY plus:
  • 1 Newsletter Emails / Month
  • 8 Custom Articles
  • 12 Social Media Posts / Month, for up to 5 Platforms
  • Paid Ad Campaign for 1 Platform (ad spend additional)
  • $2000 Set Up Fee

Supercharge your revenue with Done For You multi-channel marketing, that includes massive outreach!




  • Everything in ESSENTIAL, VISIBILITY, & IMPACT plus:
  • 2 Newsletter Emails / Month
  • 16 Custom Articles (Shown to increase traffic 3x)
  • 20 Social Media Posts / Month, for up to 5 Platforms
  • Paid Ad Campaigns for up to 2 Platforms (ad spend additional)
  • $2500 Set Up Fee

"A La Carte" Marketing Services

Web Design & Development

The centerpiece of your marketing is your website, and most users make a decision to work with you based on their impression of your website. Your website should be mobile responsive and designed to actually get you more leads. Have us create a website for you today!

One-time fee from $2995, with no monthly fees. Contact us for a custom quote.


Videos are a power way to connect with your audience and convey your expertise. From Video to ads to promo videos, we can help you explore how best to use video to meet your outreach goals!

Pricing from $295. Contact us for a custom quote.


Podcasts can be a great long-term strategy to gain exposure and acquire clients. Consistency is key with podcasts, so be prepared to be employ discipline and commitment!

Contact us for a custom quote.

Handwritten Notes

Mailing handwritten notes really makes a lasting impression for prospects and clients alike. It's more affordable and effective than you may think!

Pricing from $295. Contact us for a custom quote.


Setting up a chatbot on your website or facebook can infuse fresh prospects into your marketing lists. Sound interesting? Inquire about this cost effective option.

Pricing from $295. Contact us for a custom quote.


Analytics allow you to really understand where your marketing efforts are being effective or ineffective. This allows you to put your marketing dollars where they'll get the most ROI. The massive changes at Google Analytics should prompt most businesses to at least audit what the have set up. The old version is no longer working!

One-time set up fee from $695. Contact us for a custom quote.

Take full advantage of your profile on with one of our financial advisor marketing packages!

Complete the form below to get more details about the marketing packages. 

Which package are you interested in?
  • Essential
  • Visibility
  • Impact
  • Capstone
  • A La Carte Service
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Additional Solutions

We also offer the following:

  • Design and Branding
  • Funnel Systems
  • Social Media Packages
  • Content Marketing Packages
  • Google and Facebook Ads
  • Video Creation Services
  • Podcast Production Services
  • Search Engine Optimization
  • Podcast Guest Booking
  • Local SEO Packages
  • Custom Packages
  • Fractional Marketing Officer