Put FinGrowth to Work for You...
Tired of spinning your wheels trying to grow your business, financial advisor?
Do you want to ...
- Increase your revenue?
- Optimize your digital presence?
- Keep current clients happy?
- Get more referrals?
FinGrowth is the solution for you. 🌱🌳
Learn how it works with a free Strategy Session.
Is FinGrowth Right for You?
Our FinGrowth Programs are designed for growth-focused advisors looking to generate a steady stream of new leads right away... without sacrificing their own time.
You've got a team and it's growing. You need to hire a marketer to keep a steady stream of revenue coming in to support your growth. You could hire an in-house marketing team, which is expensive, ineffective, and will take 6 months to a year to roll out.
Or, you can give us 1 hour a month and we'll deliver a steady stream of leads to your practice in as little as 90 days.
You shouldn't be doing your own marketing at this stage and an in-house team of experts can drain your bottom line.
You focus on delivering an exceptional client experience to turn new clients into raving fans.
Leverage our team of experts to buy back your time and earn a return on marketing spend unlike any other offered in the financial services space.
Warning: This is an advanced, high-impact marketing service tailored for rapid growth.
Interested in learning more?
I’ll personally walk you through how the whole thing works with a complimentary Strategy Session.
Worst comes to worst, you get a peek at the whole system for free. We only charge for implementation and execution.
Monthly investment starting at $1,900.
Add-Ons
Monthly
Lead Generation & Ad Management
$3,000/month
Amplify your reach and drive results, designed for financial advisors to target and engage potential clients. We develop, launch, and manage high-performing ad campaigns across major social media platforms, utilizing advanced targeting techniques and persuasive ad copy. $1,000/month minimum ad spend (not included in fee).
Social Media Management (SMM)
Starting at $1,200/month
Expand your digital presence with SMM for financial advisors seeking to build meaningful connections and engage with their audience. Our skilled social media team will create and curate compelling content, develop and implement a customized posting schedule, and monitor engagement across major social platforms. Benefit from our data-driven strategies and timely content to boost your brand awareness, foster client relationships, and elevate your practice.
Ongoing SEO Website Services
Starting at $1,200/month
Elevate your online visibility with Ongoing SEO Website Services, tailored specifically for financial advisors seeking sustainable growth and a competitive edge in the digital landscape. Our SEO experts will continuously analyze, optimize, and update your website content, architecture, and technical elements, ensuring peak performance in search engine rankings. Stay ahead of the curve with our proactive keyword research, competitor analysis, and performance monitoring.
ONe-time
Brand Story Messaging Playbook
starting at $6,000
Your comprehensive guide to crafting a memorable and impactful brand message. This one-time offer equips you with a powerful elevator pitch, one-liner, value prop, explanatory paragraph, plan outline, objection-handling strategies, step-by-step planning process, website headers, CTAs, and social media headlines. Take your playbook wherever you go, ensuring consistency and clarity in your messaging while working with designers, content writers, and developers to create a brand people will trust.
Brand Makeover
starting at $10,000
Best in class bespoke custom designed Wordpress website with up to 10 top menu pages hosted with super fast site loading speed, daily backups, free SSL and SSH, and bulletproof security. Website inbound marketing blog with first 4 blogs written, published and optimized for SEO includes 1x Pillar Post + 3x Topic Clusters. Creating and rebranding banners and alignment of top 5 social media channel profiles.
Custom Website & Copy
starting at $8,000
Experience a digital transformation with our Custom Website & Copy Package, created specifically for financial advisors aiming to stand out in the competitive financial landscape. Our expert team will design and develop a fully responsive, visually stunning, and user-friendly website tailored to your unique brand, complete with compelling, SEO-optimized copy that showcases your expertise and value proposition. Elevate your online presence, engage visitors, and convert prospects into loyal client
Custom Sales Funnel
$7,000
Maximize your conversions with a Custom Sales Funnel, meticulously crafted for financial advisors to attract and secure high-value clients. We design, implement, and optimize a tailored sales funnel that guides prospects through a seamless and persuasive journey, from initial awareness to becoming loyal clients.
Email Nurture Sequence
starting at $1,500-3,000
Deepen your client relationships and boost conversions with email. Our expert copywriters craft a series of personalized, persuasive, and value-driven emails that guide prospects through a tailored journey, from initial interest to becoming loyal clients. Capitalize on our data-driven strategies, compelling storytelling, and targeted messaging to nurture leads, enhance client communication, and fuel sustainable growth for your practice.
Complete Lead Magnet Copy & Design
Starting at $1,275
Deepen your client relationships and boost conversions with email. Our expert copywriters craft a series of personalized, persuasive, and value-driven emails that guide prospects through a tailored journey, from initial interest to becoming loyal clients. Capitalize on our data-driven strategies, compelling storytelling, and targeted messaging to nurture leads, enhance client communication, and fuel sustainable growth for your practice.
Social Media Profile Optimization
$750/page
Want to make a lasting impression? Our skilled team will revamp and optimize your social media profiles, enhancing your brand image, maximizing engagement, and expanding your reach. Take advantage of our expertise to unlock the full potential of your social media presence, attracting new clients and strengthening relationships with existing ones.
10 Blog Bundle
$3,500
Our professional copywriters will create ten high-quality, SEO-friendly blog articles tailored to your unique brand and target audience, delving into relevant topics, industry trends, and insightful perspectives. Solidify your thought leadership, improve search engine rankings, and showcase your knowledge with engaging, informative content that distinguishes you in the competitive financial market.
On-Demand Webinar Set-Up
$5,000
Attract and engage high-value clients. Our expert team will create, set up, and optimize your pre-recorded webinar, providing a compelling and informative presentation that showcases your expertise and value proposition. Leverage the flexibility and convenience of on-demand webinars to impress and convert big-ticket clients, growing your practice like never before.
Advisor Coaching
In each one-hour session we will cover an aspect of content marketing you want to tackle. I'll share my expert knowledge, provide relevant resources, and offer technology recommendations to help you get started. Then, after our call, I'll send you a list of follow-up actions you'll take to get the ball rolling.
One-Hour Session
$425
Popular Coaching Topics Include:
- Social Media Best Practices
- Building a Content Calendar
- Organizing a Team to Co-Collaborate on Content Creation
- Starting and Maintaining a Blog
- Setting the Advisor Website Up to Collect Leads
- Nurturing Leads with Email Marketing
- Writing, Designing, and Implementing a Lead Magnet
- Leveraging a Podcast or Webinar to Collect Leads
- Paid Social Media Advertisements
Lexicon VIP Days
Finally nail down a content marketing strategy that moves the needle once and for all.
Tired of spinning your wheels? Posting to social media and writing emails with little to no progress?
This is a common problem for financial advisors. We understand how frustrating marketing your financial advisory firm can be.
But I will let you in on a secret: Marketing doesn’t have to be complicated. It should be simple, and it should work.
But without a solid foundation and trajectory mapped out, you’re going to continue feeling stuck.
What is a solid foundation?
It consists of three main components:
(1) An ironclad MESSAGE.
(2) An efficient STRATEGY.
(3) A sustainable IMPLEMENTATION PLAN.
Here's how we do it:
1) The Warmup Call: It all begins with a preparatory, 1-hr Zoom call with you and your top advisors. Think of this meeting as your warm-up. Here I can gather the information from you that I need to prepare for a successful VIP Day Session.
2) Auditing of Website, Social Media, and SEO: This is a deep audit of your current website, social media channels, SEO, and email marketing efforts to see where adjustments need to be made. We need to optimize your current infrastructure before rolling out your new plan.
3) Pre-VIP Day Collaboration: Between your Warmup Call and your VIP Day, you and your staff will be granted access to a virtual whiteboard where everyone can think about, digest, and pin their input for the messaging questions we will seek to answer during your VIP sessions. These include deep dive questions about who you serve, the problems you help them solve, and how you add value to their lives. Collaboration is not only a great way to improve buy-in from staff but makes sure the messaging we put together is truly robust and reflective of who you are as a firm. This exercise primes everyone for what is to come so no time is wasted during our VIP-day session.
4) The VIP Day: During a half-day intensive session, I guide your team through the process of nailing down your marketing message, marketing strategy, and implementation plan. When the VIP Day is through, you’ll walk away with a complete, ready-to-implement content marketing plan that will actually work.
5) Support: Of course, I expect that you’ll have questions after I leave, which is why two 30-minute coaching sessions are included in your VIP Day service (a $425 value). I am here to provide you the support you and your staff need to put your new marketing plan into action.
Your deliverables:
Messaging: Good marketing helps your audience memorize what you offer, which means you need to repeat the same language in the same way in all your marketing efforts. That’s why you will walk away with an ironclad value proposition, elevator pitch, and brand story for each sales funnel you have to help you streamline and brand yourself into your customer’s mind.
- Value Proposition
- Elevator Pitch
- Brand Story for each sales funnel
Strategy: You receive a customized, 12-month content marketing strategy, which includes an interactive content calendar, content pillars, lead collection strategy, and lead nurture strategies.
- 12-month strategy
- Quarterly content pillars
- Lead collection strategy
- Lead nurture strategy
- Interactive content calendar
Implementation Plan: We also help you nail down exactly how the above strategy will be implemented from assigning the right staff member to the right role (so each step of the content marketing process is handled with care after I am gone) to a timeline about what should happen when. We also teach you which metrics to track to see what’s working and what’s not.
- Staff role assignments
- KPI tracking
- Implementation Timeline
In-person or virtually?
For firms of five or fewer, your VIP Day can be done virtually over Zoom.
For firms over five, this service is best offered in-person.
Your investment:
$5,000, until March 2023 (plus travel expenses)
Let's Chat!
Listen to the Get AdvisorFit Financial Advisor Marketing Pod
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