Expert Marketing Services for financial advisors
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Fractional Marketing Officer (FMO)
This service is ideal for companies looking to elevate their marketing efforts without committing to a full-time executive role.
FMO offers the strategic insight and expertise of a full-time CMO, tailored to the specific marketing needs of the business
Rate: $200/hr or 30 hours retainer
for $5,750/monthIncludes:
- Strategic Planning
- Brand Management
- Content Strategy
- Email Marketing
- Social Media Engagement
- Branded Marketing Collateral
- Relationship Management -
Marketing Collateral
This is perfect for financial advisors and wealth management firms who want to enhance their brand image, attract, and retain clients, and communicate their value proposition effectively ultimately driving business growth and success.
Our marketing collateral package enhances your brand's professionalism, engages clients effectively, and drives business growth through consistent and high-quality marketing materials.
Rates start at $250Includes:
- Branding Elements
- Guides & Workbooks
- One-Pagers
- Brochures
- Printed Materials
- Digital Marketing Materials
- Event Materials
- Lead Magnets -
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 $275Includes:
- Personalized Content
- Niche and Segment Specific
- Campaigns
- Client Nurturing -
Marketing Strategy
If you want to create a strong marketing plan to reach your business goals and grow, this service is for you.
Develop a tailored marketing strategy that aligns with your business objectives and drives sustainable growth.
Rate $950Includes:
- Marketing Strategy Playbook
- Market Research & Analysis
- Goal Setting
- Strategic Planning
- Implementation Roadmap
- Budget Allocation
- Performance Metrics
-Tips and Recommendations
Additional Services
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Maximize your business potential and client value with tailored, expert consulting.
Empowering you to achieve exceptional growth and success through tailored strategies and expert guidance.
What you get:
-Marketing strategy development and support
-Client engagement and retention strategies
-Sales optimization and prospecting techniques
-Systems and processes enhancement
-Ongoing support and accountability
Rates start at $180/hr
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Your social media management solution.
A proven strategy to boost your online presence, strengthen your SEO, position you as a thought leader, and increase your website traffic.
What you get:
- Post content on your behalf
-Interact and engage with your audience
-Optimize your feed enabling better profile visibility
-Recommend the right connections
-Notify you of important DMs
-Provide monthly growth report
Rates start at $550/week
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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 $450/wk
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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
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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 $100 per graphic
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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 $1,250
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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
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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 $300 per newsletter
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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 $250
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-Video Editing
-Ads
-Website Builds
-Webinars
-Event Planning
