common questions

We help financial advisors stand out without resorting to cookie-cutter marketing. That means we handle everything from branding and social media to emails, newsletters, blogs, and marketing collateral. Need website updates or SEO tweaks? We’ve got you. Looking for a full-on marketing strategy? We’ll build that, too.

Mostly. And we love it. We know the industry inside and out, which means we understand compliance, what works (and what doesn’t), and how to make financial marketing not feel like a snooze fest. BUT we also have a passion for small businesses and nonprofits.

We start by actually listening. Wild concept, right? We take time to understand your firm’s goals, audience, and personality before creating a strategy. No one-size-fits-all marketing here—everything we do is tailored to you.

Both! If you need a one-time branding refresh, website edits, or some killer marketing collateral, we’ve got you. But if you’re looking for ongoing strategy, social media, content creation, or marketing management, we offer fractional marketing plans, too.

It depends on what you need. We have set pricing for individual projects and customizable retainers for ongoing work. No surprise fees, no weird add-ons—just clear, transparent pricing.

Awesome! We love collaborating with in-house teams. Whether you need strategy support, content creation, or help filling in the gaps, we play nice with others and make sure everything stays seamless.

We handle website edits, SEO, and content updates, but full-scale website development? We leave that to our trusted partners who specialize in it. We’ll help with branding, messaging, and making sure it looks and functions the way you want—without you having to deal with the tech headaches.

Nope, but we work closely with experts who do. If paid ads make sense for your strategy, we’ll connect you with someone we trust (and we’ll make sure your brand messaging is on point before you even start running ads).

Step one: We hop on a call. You tell us what you need, we tell you what we recommend, and if we’re a good fit, we start making marketing magic. It’s that simple.

It all depends. You need to look at your analytics and know what your audience likes and wants. That will determine the best time and day to post. 

Maybe. But probably not. And honestly, that shouldn’t be the goal. We focus on building a strong brand, attracting the right audience, and creating marketing that actually converts—not just chasing likes and shares. (But hey, if you do go viral, we won’t be mad about it.)

That depends on factors such as your marketing goals, the amount of time you have, your target audience, and your personal preferences. The average person actively uses around 6.8 to 6.83 platforms per month, so chances are, whatever platform you choose, you’ll be able to connect with your audience.

Video marketing is a great marketing strategy, but there are a lot of factors to consider when you plan to implement video marketing. Video alone doesn’t make your marketing work, it’s the entire strategy behind it that is necessary. For those who want to implement video marketing, you need to be aware of the costs associated.

Yes! Blogging builds SEO authority, helps AI search engines find you, builds trust and credibility, supports your content strategy and helps capture leads. Blogging still works, when it’s intentional.

Ads can work, but only if your digital presence is solid first. That means a clear brand, strong messaging, a user-friendly website, and active social channels. If those aren’t in place, ads usually fall flat. Also, to see real results, you should plan to invest at least $2,000 per month between ad spend and management. Anything less, and you’re likely just feeding the algorithm instead of bringing in qualified leads. Focus on building your foundation first, then ads can become a smart next step.

Yes. Most advisors show up inconsistently or post generic content. When you’re clear, consistent, and intentional, you stand out, even in a crowded space. Also, LinkedIn is where professionals go to vet advisors, check credibility, and engage with insight-driven content. If you're not there, you're invisible at the moment they’re ready to look.

A baseline open rate for financial advisors to current clients is around 50 - 70%. For prospective clients, advisors should strive for around 23%. For a general list, such as a newsletter list, they should aim for nothing lower than 20%.