The Advisor Marketing Prospectus


The Advisor Marketing Prospectus

The Advisor Marketing Prospectus is your customized digital marketing plan for your financial planning firm. It’s generally the starting point of our engagement with our clients.

It is based upon detailed research into your business data and takes into account your location, target audience, competitors, and trends within the financial planning industry as a whole.

Research includes:

  • Review of Google Analytics (if data is available)
  • Review of Google Search Console (if data is available)
  • Detailed Keyword Research
  • Determining the value of each keyword (PPC)
  • Determining the current ranking position for desirable keywords and which competitors are ranking higher for those keywords
  • Measuring Domain Authority and Individual Page Authority for your website and those of your competitors
  • Review of your Citations (business listings)
  • Review site speed, usability, and mobile-friendliness
  • Review Content assets
  • Review of backlinks

The research allows us to compare your current ranking and marketing assets with those of your competitors that are ranking higher than you. By comparing the two, we get a better picture of what is required to close the ranking gap and are able to reverse engineer a plan to achieve that.

That plan is The Advisor Marketing Prospectus. Following a live presentation and discussion of your individualized marketing plan, you’ll have a clear step-by-step roadmap for developing your business. 

Cost: $2,300

Ready to get started? Questions? Contact us.