Strategic Marketing for Independent Financial Advisors

We take your thought leadership (or help you create some if you don’t have it already), and turn it into a digital presence that builds over time. This starts with making sure you have the basics of an online presence - a website and a google my business page. We then create a content plan and help you put it into place. Using that content, we begin to populate your website with content and enable you to share that content across the web. Then we fine-tune your digital presence to make sure you can become the best known advisor in your area. 

This is a long-term relationship, but you can cancel at any time. Our services are provided on a month-to-month basis.

Our services begin at $2000 per month, per persona, with a one-time $2500 startup fee. 

A Persona is one person or team’s digital presence. If your RIA has more than one sub-advisor team, each team is a Persona.

Answer what your customers are asking. The point of creating content is to get people to know, like, and trust you so they will choose you over someone else with managing their investments and financial life. The best source of content, then, is directly from the content your current customers are asking. These should start very simply, “what is a stock? What is private equity? What does a financial advisor do?”, and can get much more complex as your customers mature, “Can I reduce my tax burden from selling my company by moving to Texas?”.  Film it on your phone, with a light source in front of you, and give yourself time to make a few versions of the same video. Put it on youtube - voila! You’ve created content. Do this every day.

To get new business - including from your sphere of influence - having an online presence is critical for a simple reason: people do research before they buy. Giving them MORE to do research on will enable you to influence their decision in your favor. Creating an online presence that is positive and controlled by you is the BEST way to enable someone to help influence your target marketing in your direction.

Referrals convert more effectively into long-term business when they’ve been properly made aware of your business. The proper way to make someone aware of your business is to give them a good experience BEFORE you meet them. Crafting that experience yourself online is the BEST way to make sure you control what they see, and making sure your website is optimized for today’s market is the way to do this. The internet advances quickly, and websites atrophy every 2 years, so keeping your website updated will help you project an image of competence online, which makes a great first impression.