Digital Marketing for the Financial Planner

  • Two custom written pieces per month using the Social Seed Marketing content prompt system specifically for financial advisors.

  • Posting to advisor website and SEO optimization for each blog (if applicable).

  • Four custom graphics per month related to the custom content and specifically branded to the practice.

  • Editing two client-created videos per month, if needed.

  • Updating client YouTube channel, if needed.

  • One newsletter per month.

  • Social engagement on Facebook, Twitter, and LinkedIn 3-5 times per week using custom content and outside resources researched for the advisor's ideal client.

  • Compliance management (we will work with your compliance department to get pieces approved, saving you time and headaches!).


  • Online Courses on:

    • Social Media Scheduling​

    • Content Creation

    • Video Editing

    • Graphics Creation

    • Outside Article Research

  • 3 follow up support calls with Social Seed Marketing to address any questions.

  • 2 months of Social Seed Marketing social media analysis of digital platforms in order to offer any suggestions or changes to posting.

  • Assistance creating any branded graphic templates (if needed).

  • Ongoing email support after completion of course.

  • Monthly content prompts for custom content.

$2000/one-time fee 

Staff Training


Social Media Management

Our team will keep your LinkedIn, Facebook, and Twitter accounts active up to 5 days per week with industry-specific content and any other content you provide. All posts will be formatted for each platform for optimum engagement. A one time set-up fee may apply.


Newsletter Marketing

Social Seed Marketing will coordinate with you to create a visually appealing monthly newsletter with an engaging opening personal note and relevant articles and graphics. Our ultimate goal is to provide your readers with helpful information (establishing you as an expert) while also directing the reader back to your website to increase traffic and brand awareness. We can also assist with newsletter database updates. A one time set-up fee may apply.


Quote Graphics

Graphics are essential to making your social media platforms visually engaging and can promote discussion, shares, and more brand awareness. Social Seed Marketing will create custom graphics with either industry tips that you provide or other quotes that are in keeping with your industry. 

Another option is the upWrite Graphic Engagement subscription program. For more information about upWrite, CLICK HERE.


Custom Content

We believe that engaging, meaningful content is the foundation of all successful digital marketing. But we also know that not everyone enjoys the writing process.

Our custom content service works in collaboration with each individual client - after all, we can't market you without you being part of the process. You will provide our writers with an outline addressing your topic and we will work with you to create a piece that reflects your personality and knowledge.

Our price includes an original draft and two additional edited drafts with client input.


Website Content

Do you need someone to take a look at your current website content and help you refresh it? We're happy to help! Our staff will ensure that your content is client-focused while showcasing all the services you have to offer.

If you're looking to completely overhaul your website, we can help with that, too! Social Seed Marketing works with amazing web design partners who will customize your website and make it totally YOU. Are you working with a compliance-approved platform? Let us work with you! We will participate in calls and work with the designers to create a custom website within the approved template.

Priced Upon Request 

Custom YouTube Channel

If video marketing is part of what you want to incorporate into your marketing, developing a professional-looking YouTube channel should be part of your plan. Social Seed Marketing will create a custom header, video thumbnail template, and description template. We can also assist you with posting each video if that is a service you are hoping to outsource! (CLICK HERE for a sample of our work.)

$500 set-up fee 

channel and template

$100 per video