Digital Marketing for solo financial advisors and small financial planning practices

We help financial advisors build their dream businesses by attracting their ideal clients.

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

Here's how we accommodate your marketing needs and your budget.

HERE'S HOW WE CAN HELP

CUSTOM CONTENT

The foundation of your marketing comes from the content you create on your website. We create content your ideal clients will click on, increasing your traffic and improving your SEO.

SOCIAL MEDIA

We keep your team's social media active every week, highlighting your custom content and other resouces your ideal client will find valuable.

EMAIL MARKETING

We create custom newsletters that your audience will look forward to. Our clients have an average 55-60% open rate on their monthly emails. (An average open rate for most newsletters is 17-25%.)

COMPLIANCE MANAGEMENT

You don't have time to deal with compliance. We take you out of the middle and make sure each marketing piece is approved by your compliance manager.

Click here for more about our services

Your website and digital marketing are 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.

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

Why Isn’t My Website Converting Visitors into Leads?

Key Takeaways: Visitors don’t convert because you sound impressive; they convert because they feel understood and see themselves in your messaging. If your site only says “contact us,” you’re losing people. Offer smaller entry points like guides, checklists, or short intro calls. Most prospects need multiple touchpoints to build trust, so your website should guide them from first visit to eventual action, not expect instant decisions. Many of us spend thousands of dollars on

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Introducing BGA Premier Insurance Solutions

As business owners we all know that our businesses are only as strong as our referral network. That's why I'm always looking for referral partners for myself AND my financial planning clients. I have known Dina Mabry, CLTC with BGA Premier Insurance Solutions , for years, and I've heard from several financial planners that she is not only helpful with finding insurance solutions for their clients...but she's also a delight to work with. A magical combo. So, I asked Dina a fe

Mar 52 min read

Are You "Inheriting" a Financial Planning Practice? Here is Your Marketing Plan

In the financial planning world, there is a lot of conversation that happens around inheritance. I know because I write about it a LOT. But there is also another type of inheritance that seems to be trending in the financial world: practices that are being handed down to the next generation of financial planners. A parent is slowly exiting the financial planning practice and leaving it to their adult advisor child to run, per an agreement they've reached together. They still

Mar 25 min read