Monthly Marketing Packages for Any Budget & Any Goal
TOTAL MARKETING PACKAGE
Who is this package for?
For the financial advisor ready to amplify their market presence with every possible tool over the long term.
- Everything in Marketing Jumpstart
- 3 Full-Length Articles per Month
- Strategic Content Calendar
- Monthly & Quarterly Newsletters
- One Branded Custom PDF Per Month
- Individual Email Campaigns for Each Article
- AI-Boosted SEO Strategy
- Enhanced Analytics & Measurability
- Custom Graphics
- Branded Calculators and Custom Financial Charts
Marketing Jumpstart
$1,250 PER MONTH
Who is this package for?
For the financial advisor ready to make a mark online, our Marketing Jumpstart package is your springboard to visibility and client engagement.
- Everything in the Foundations Package
- 2 Monthly In-Depth Financial Articles
- Email Funnels
- Increased Social Posts
- Quarterly Newsletters
- Google Business Profile Management
- Branded Emails & Social Posts
- Basic Analytics & Measurability
- Bonus Emails
FOUNDATION PACKAGE
Who is this package for?
Designed for advisors fresh from website launch, our Foundation package sets the stage for digital marketing success, priming you for future growth.
- 1 Monthly In-Depth Financial Article
- Direct Email Distribution
- Email List Management
- Search Engine Optimized Content
- Social Pages Creation or Review
- Social Posts for Article
- Licensed Article Images
- Reflection of Financial Expertise
- Basic SEO Strategy
Site Visitor Lead Conversion
$200 SETUP + $800 PER MONTH / PER WEBSITE
Who is this package for?
Ideal for businesses looking to convert their website visitors into qualified leads. Our service identifies website visitors and integrates them into targeted email and LinkedIn messaging funnels to maximize engagement and conversions.
- Connect With Visitors
- Identify Prospect Groups
- Target Warm Leads
- Track Previous Leads
- Track Visitor Intent
- Grow Organic Lead Lists
- Grow LinkedIn Network
- LinkedIn Funnels Included
- Timely Meeting Requests
PACKAGE FIVE:
LinkedIn Growth Package
$400 PER MONTH / PER LINKEDIN
Who is this package for?
For financial advisors aiming to expand their network, our LinkedIn Growth Package offers tailored messaging funnels and content strategies to connect with the right audience and grow your professional community.
- 1 Custom Messaging Funnel
- Additional funnels for added fee
- Targeted Outreach
- Profile Optimization
- Business Page Optimization
- Audience Growth Strategies
- Engagement Analytics
- Personal Branding
- Meeting Requests
PACKAGE SIX:
MONTHLY VIDEO PACKAGE
Who is this package for?
Perfect for advisors aiming to maintain client engagement and build a loyal following with consistent, high-quality monthly video content.
- 3 Ultra HD Videos
- Professional Lighting and Audio
- Studio-Level Editing
- YouTube Optimization
- Website Integration
- Scriptwriting Services (Available as add-on)
- Premium Sound Engineering
- Social Media Exposure
- Multiple Short Form Videos
PACKAGE SEVEN:
MONTHLY PODCAST PACKAGE
Who is this package for?
Perfect for advisors aiming to maintain client engagement and build a loyal following with consistent, high-quality monthly audio content.
- 4 Edited Podcast Episodes
- Premium Recordings
- Studio-Level Editing
- Distribution Included (Social, Email)
- Website Integration
- Outline Services (Available as add-on)
- Premium Sound Engineering
- Multiple Short Form Videos
PACKAGE EIGHT:
FULL SERVICE / CUSTOM PACKAGE
CUSTOM FEE PER MONTH
Who is this package for?
For financial advisors seeking a comprehensive overhaul, from practice management and system optimization to brand reinvention and custom solutions.
- Tailored Practice Management Systems
- Brand Development and Reinvention
- Customized Process Optimization
- Strategic Planning and Consulting
- Personalized Marketing Strategies
- Advanced Analytics and Reporting
- Complete Digital Transformation
- Ongoing Support and Guidance