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digital MARKETING FOR FINANCIAL ADVISORS done right
FAQs
How do you tailor strategies to my firm?
We begin every engagement by getting to know your firm inside and out. Through our onboarding process, we dive deep into your goals, ideal clients, current marketing efforts, and growth challenges. From there, we develop a customized marketing strategy that reflects your unique brand, voice, and objectives. No two firms are the same, so we ensure that every piece of content, campaign, and tactic aligns with your vision and resonates with your target audience.
What’s included in monthly FCMO services?
Our monthly services cover everything you need for a cohesive and effective marketing strategy. This includes:
- Ongoing content creation (blogs, emails, social media, etc.).
- Regular performance analytics and KPI tracking.
- Management of digital advertising campaigns.
- Email marketing and nurture sequences.
- Marketing automation setup and optimization.
- Strategy meetings and campaign adjustments.
Each plan is tailored to your firm’s specific needs, so you get the most impactful combination of services.
How soon will I see results?
Marketing is a long-term investment, but we focus on creating both short-term wins and sustainable growth. While some strategies, like email campaigns and social media engagement, can yield results within a few months, foundational efforts like SEO and brand building may take longer to show their full impact. Rest assured, we consistently track performance and make data-driven adjustments to ensure steady progress toward your goals.
How can we work with you?
We’ve streamlined our process into three simple steps:
- Schedule a Strategy Call: Start with a 30-minute complimentary call to discuss your goals, challenges, and vision.
- Receive a Custom Proposal: We’ll send a tailored plan outlining your marketing strategy, recommended services, and pricing.
- Onboard and Execute: Once you approve the proposal, we begin with a 4–6 week onboarding process to build the foundation, followed by ongoing monthly execution.
What types of clients do you work with?
Our Marketing Foundations services are for everyone. But our FCMO services are designed for financial advisors and firms that are ready to invest in their growth. Most of our FCMO clients:
- Generate annual revenues exceeding $1 million.
- Lead teams of three or more, though we work with select solopreneurs.
- Are prepared to delegate their marketing efforts to a trusted partner.
- Value collaboration and are open to fresh, innovative ideas to reach their ideal clients.
Can I add additional campaigns or services?
Absolutely! We offer several add-ons to enhance your marketing efforts, including:
- Lead capture campaigns (quarterly campaigns included in select packages).
- Additional email marketing campaigns, starting at $1,000 per project.
- Digital advertising on Google, Facebook/Instagram, or YouTube.
We’ll work with you to create custom campaigns tailored to your growth goals.
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