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Digital Marketing for solo financial advisors and small financial planning practices

92% of financial planners who use social media for business purposes report that it has helped them get new clients.

YouTube is the world's second-largest search engine.

Email marketing has a potential ROI of 4300%.

It only takes 50 milliseconds (that’s 0.05 seconds) for users to decide whether they like your website or not and if they’ll stay or leave.

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Are you ready to grow your practice?

If you're reading this, it's likely that marketing your financial planning practice has been on your to-do list for a while.

You've been to seminars and read articles about how effective digital marketing is, but you're not sure where to start.

 

You see your competition posting on social media, sending emails, and creating content and are wondering if they're getting the clients YOU should be getting.

 

And what the heck is this AI thing???

In other words...you're like almost every other advisor who has contacted us since we started this business.

Your website and digital marketing is now often the first impression you're giving people. Gone are the days of meeting someone for the first time with a handshake; now they're looking at our websites to see what we're about, scanning our social media, signing up for our emails, and then - once they get to know us - they're contacting us for an initial meeting.

Just like no one is born knowing about money (and that's why you have a business), no one is born knowing how to effectively market their financial planning practice. That's why we - as marketers - talk to our financial advisors about our finances and why you - as a financial planner - might want to outsource your marketing.

Your time is limited. You're running a financial planning practice.

Here are three alternatives to fit your marketing needs and your budget.

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Set It & (Almost) Forget It

Digital marketing that keeps your blog, newsletter, and social media active every month.

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Staff Training

Do you have someone in your practice who can take on your digital marketing? We'll train them!

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Your CMO

One-on-one marketing strategy and custom content that engages and converts clients.

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