Trevor Gargano: The Financial Advisor Digital Quarterback - Cincinnati, OH

The Financial Advisor Digital Quarterback

"We’re not going to talk about what we’re going to accomplish. We’re going to talk about how we’re going to do it."

– Nick Saban

Benefits of working with ME

(There's a lot!)

SPECIALIZED Service + BUSINESS OWNER

It's not about punching a clock; it's about two business owners teaming up, fueled by a shared passion for finance and a drive to see your practice thrive.

PERSONALIZED SERVICE

Forget the endless account managers and impersonal service of big agencies. With me, you get direct access, personalized strategies, and a partner who's fully invested in your success.

EFFICIENT PRICING

Working with me means you're not paying for a large agency with overhead costs. You'll get focused attention, flexible pricing, and maximum value for your marketing investment.

Financial Advisor Marketing

Flexible Marketing Support

Choose from Digital Coach, Digital Writer, and Digital Partner tiers to fit your specific needs and budget.

Three-Month Minimum: A three-month commitment allows us to build momentum and see tangible progress in your marketing.

Unlock More Value: After three months, gain access to additional services within your chosen tier, all managed by me.

Ready to Elevate Your Marketing? Explore our tiers and let's find the perfect fit for your practice!

Schedule Marketing Meeting

Service	Digital Coach ($500/month)	Digital Writer ($1,000/month)	Digital Partner ($2,000/month)
Strategic Coaching (Weekly)	✅	✅	✅
Website Strategy	✅	✅	✅
Social Media Strategy	✅	✅	✅
Sales Funnel Strategy	✅	✅	✅
Email Marketing Strategy	✅	✅	✅
Software Setup Assistance	✅	✅	✅
Quarterly Action Plans	✅	✅	✅
Newsletter Creation	Optional (Post 3 Months)	✅	✅
Email Campaign Mgmt.	Optional (Post 3 Months)	✅	✅
Blog Content Creation	Optional (Post 3 Months)	✅	✅
Sales Funnel Mgmt.	Optional (Post 3 Months)	✅	✅
Social Media Posts (Hands-on)		✅	✅
Compliance Coordination		✅	✅
Website Coordination		✅	✅
CRM Management		✅	✅
Custom Branded PDFs		✅	✅
Podcast Management (Audio Editing)			✅
Video Editing (Social)			✅
Ghostwriting			✅
Dedicated Service Hours (Extra)			✅

Post 3-Month Program

Highly Recommended!

Continued Investment

Bonus Services at all tier levels
After Hours Communication
Work Flow Management
Newsletter management
Compliance Support
Your PARTNER (You need it, I'll help!)

Just like you're there for your clients through thick and thin, I’m the QB you can depend on. Continue your marketing journey seamlessly after the 12-week plan, or start at a comfortable level and upgrade as your needs grow. We'll work together to ensure your marketing strategy stays ahead of the curve.

Not which service tier suits you best? Click here for a video explanation.