FAVIR Profile & AEO Tracking
Your profile on FinancialAdvisors.com plus tracking of how often AI assistants name you.
$59.95 / mo.
Advisor Marketing Services
Revenue Focused Marketing Services
Most advisors don't have the time to market their business. Let us build the strategy and tactics for you, like: SEO / AEO, Web Development, Digital Ads, Social Media Marketing, Content Marketing, and more.
SEO / AEO Services
Search & Answer Engine Optimization
Position yourself to get found by prospects where they are actually looking for you.
Most advisory websites have minimal traffic, and the market trend will only continue to see traffic decrease. Optimize your website and online presence to put signals into the market that lead prospects back to you.
Get Info About SEO / AEO- Technical SEO / AEO: indexing, meta tags, alt data, rich schema, and more
- Local SEO / AEO and Google Business Profile Optimization
- NAP Consistency
- Keywords where they still matter
- Targeted "Signals Plan" for AEO
- FAVIR citations tracking implemented into strategy
68%
of U.S. Google searches
~68.01% of U.S. Google searches conclude without an external click to the open web.
Source: SparkToro
Website Design Services
Website Design & Development
AI Search centric websites that load fast, have solid SEO infrastructure, and are built to convert.
Get a future-forward website built for AI search and AEO, and one that you completely own and becomes an asset rather than just an expense.
Get Info About Website Design- Mobile-first, responsive builds
- CRM and form integration — Wealthbox, Salesforce, Pipedrive and others
- Built with compliance in mind
- Conversion-focused layout and clear calls to action
- Static websites built on Cloudflare that are super fast loading
- SEO / AEO foundations built in from day one
94%
of first impressions
94 percent of consumers decide whether to browse a website based on its look and feel.
Source: PR Newswire
Lead Generation Services
Digital Paid Ads
Generate leads through Google, Meta, & Facebook Ads
Paid ads put your practice in front of people looking for your services. We build the campaigns and ads to drive your target market to book an appointment.
Get Info About Lead Generation- Google Ads for high-intent advisor searches
- Facebook and Instagram campaigns, Images & Video
- Dedicated landing pages built for each campaign
- A/B testing across ad creative and landing pages
- Clear conversion tracking and results reporting
- Audience building and lookalike targeting
74%
of brands
74 percent of brands cite pay-per-click advertising as a primary business driver.
Source: Market Evolution
Content Marketing Services
Content Marketing
SEO / AEO gets you indexed. Content is what actually earns the citation.
Search engines reward sites that publish genuinely useful material consistently. We research what your prospects are asking, write it in your voice, and publish on a cadence that compounds — using white-hat tactics only.
Get Info About Content Marketing- Keyword and search-intent research
- Custom long-form articles written for your audience
- Content calendar planning and management
- On-page optimization for every piece
- Distribution across your channels
- Performance tracked in analytics
67%
more leads
Companies that maintain an active blog generate 67% more leads than those without one.
Source: hostpresto.com
Website Package
A Website You Actually Own
Buy it outright or spread the cost monthly. Either way the site is yours, not rented.
Website Package
$ 2,999
One-time
- Up to 12 pages, designed and built for you
- One CRM form integration included
- Built on Cloudflare for fast load times
- SEO / AEO foundations built in from day one
- Or pay $199 / mo. instead of up front
A site you own outright, built on Cloudflare and wired for AI search from day one.
$499 set-up fee · hosting $25/mo. · edits billed at $50 per half hour
Statement of Work defines scope and timeline. Project based contract. Hosting applies as long as the site is live. Other third-party integrations are billed separately.
Marketing Packages
Pick the Level That Fits Your Practice
Every package is done-for-you. Start where your practice is now and move up as the pipeline grows.
Essential
$ 600
Monthly
- FAVIR profile and AEO tracking
- SEO / AEO included
- One custom article per month
- Eight social posts per month, one platform
- Digital ads not included
- Podcasts not included
The essentials done for you to get your marketing going.
$500 set-up fee · 6 month term, then monthly
Visibility
$ 1,500
Monthly
- Everything in Essential, plus:
- Three custom articles per month
- Twelve social posts per month, three platforms
- Instagram, Facebook, and LinkedIn
- Static ads on one platform, Google or Meta
- Add video ads for $500 / mo.
Get seen with done-for-you marketing across social and search.
$1,500 set-up fee · ad spend additional · 6 month term, then monthly
Popular
Impact
$ 3,800
Monthly
- Everything in Visibility, plus:
- Six custom articles per month
- Twenty social posts per month, seven platforms
- Instagram, Facebook, LinkedIn, X, TikTok, Google Business Profile, and YouTube
- Static ads on three platforms: Google, Instagram, and Facebook
- One podcast per month
- Add video ads for $500 / mo.
Multi-channel marketing with paid ads, podcasts, and full social coverage.
$3,000 set-up fee · ad spend additional · 6 month term, then monthly
Capstone
$ 7,500
Monthly
- Everything in Impact, plus:
- Ten custom articles per month
- Sixty social posts per month, seven platforms
- Static and video ads on three platforms: Google, Instagram, and Facebook
- Two podcasts per month
Everything running at full volume, with video ads included.
$3,000 set-up fee · 6 month term, then monthly
À La Carte
Single Services, No Package Required
Website Design & Development
Up to 12 pages, one CRM form integration, built on Cloudflare and designed to generate leads.
$2,999 up front or $199 / mo. · $499 set-up · hosting $25/mo.
SEO / AEO
Research, audit, and ongoing optimization so you get indexed by search engines and cited by AI.
$299 / mo. · $299 set-up fee
Content Marketing
Long-form articles researched around what your prospects are actually asking, written in your voice.
$150 per custom article
Digital Ads
Campaigns and creative on Google and Meta, built to drive booked appointments.
$500 / mo. static or $1,000 / mo. video · $500 set-up · ad spend additional, minimum $1,000 / mo. per platform
Social Media Marketing
Strategy, graphics, and scheduled posting so the channel runs without consuming your week.
From $300 / mo. for 8 posts on 1 platform, up to $2,500 / mo. for 60 posts on 7 platforms · $300 set-up fee
Podcasts
A long-term play for exposure and client acquisition. Consistency is what makes it work.
$1,500 / mo.
Ready to Stop Doing Your Own Marketing?
Book a call and we will map out what your practice actually needs first.
Social Media Services
Social Media Marketing
Build trust at scale without losing your week to content production.
SEC advertising rules opened social media to advisors, and prospects now expect to find you there. We handle the strategy, the graphics, and the posting cadence so the channel runs without consuming your time.
Get Info About Social Mediaof consumers
49% of consumers depend on influencer recommendations on social media.
Source: empower.com