Personal Experience. Professional Value. Passionate Energy.
"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!)
#1
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.
#2
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.
#3
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
Navigating the digital marketing landscape can be overwhelming for financial advisors. Between managing your website, creating engaging content, and staying active on social media, it's easy to feel like you're spreading yourself too thin.
That's where I come in. I offer tailored marketing solutions designed specifically for financial advisors like you. Whether you're just starting out or looking to expand your reach, I'll help you connect with clients uniquely and effectively, ensuring you stand out in a competitive market.
I offer three flexible service options to fit your needs and budget. Ready to learn more? Explore the full details below and let's elevate your financial advisory practice together!
Digital Coach
$500/Month
- My 5 Sequence Data-Driven Onboarding & Revamp Program
- Weekly marketing meetings
- Website design coordinator
- Quarterly Marketing Action Plan
- General oversight and organization of content strategy
- Base level content management post 3-months (newsletter, blog, custom branded material etc.)
More Details:
Perfect if you need a digital marketing refresh and a trusted partner to guide you. I'll be your trusted partner, providing expert guidance and support every step of the way. We'll transform your online presence, provide strategic direction, and manage a key ,arketing component, empowering you to achieve your goals.
Digital Writer
$1000/Month
- My 5 Sequence Data-Driven Onboarding & Revamp Program
- Weekly marketing meetings
- Website design coordinator
- Quarterly Marketing Action Plan
- Monthly Reporting
- Social media management
- Email Marketing Management
- Custom Branded Material
- Compliance Support
- Content Partner
More Details:
Ideal for financial advisors who need a reliable content partner. I'll collaborate with you to craft compelling content that resonates with your audience, builds your brand, and drives results. From blog posts and social media updates to email newsletters and more, I'll ensure your messaging is clear, consistent, and effective.
Digital Partner
$2000/Month
- My 5 Sequence Data-Driven Onboarding & Revamp Program + Bonus Onboarding Sequence 'Copywriting Strategy'
- Weekly marketing meetings
- Website design coordinator
- Quarterly Marketing Action Plan
- Monthly reporting
- Social Media Management
- Email Marketing Management
- Custom Branded Material
- Compliance Support
- Content Partner
- Audio/Video Editing
- Ghost Writing & Copywriting Services (Social, Email Campaigns, Blogs)
More Details:
Ideal for financial advisors who need a complete marketing solution. As your digital partner, I'll handle all aspects of your online presence, from content creation to social media management, email campaigns, and even podcast editing and distribution. This comprehensive approach frees up your time and gives you peace of mind, knowing your marketing is in capable hands.
Post 3-Month Program
Highly Recommended!
Continued Investment
- Bonus Services at all tier levels
- After Hours Communication
- Work Flow Management
- Newsletter management
- Compliance Support
- Content Editor
- Your PARTNER (You need it, I'll help!)
More Details:
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.
“MORE THAN ANYTHING, I WANT YOU TO WALK AWAY UNDERSTANDING WHAT MY SERVICE TRULY OFFERS.”
- TREVOR GARGANO, OWNER
