get everything you need

to turn content into clients

strategy

start with an evidence-based marketing strategy to guide and clarify your content efforts

copy assets

get the foundational copy assets you need to begin executing immediately

coaching

receive coaching sessions along the way so you know exactly how to implement your strategy successfully

If your content is getting you fans, but those fans never turn into clients…

Your marketing ecosystem is broken.

You’ve invested time and effort into content marketing. Maybe you post on LinkedIn every week, you give seminars in your community, or you host a podcast that’s specific to your niche.

You might even be getting some traction. 

But you can’t shake that nagging feeling that your efforts should be getting better results.

The truth? Simply creating content isn’t enough anymore.

You need a cohesive content marketing ecosystem where each piece of content naturally guides potential clients on a journey: A journey that starts with awareness of you and ends with them booking a discovery call.

So what’s the solution?

A strategic foundation.

Right now, you might be:

  • Speaking at events or running seminars, but you lack the tools to keep engaging with attendees afterward

  • Creating valuable long-form content, but missing the infrastructure to turn casual followers into engaged prospects

  • Engaging on LinkedIn, but your profile isn’t built to convert attention into action so your momentum has stalled

  • Juggling multiple platforms without a clear plan for how they support one another

You don’t need more content. 

You need a plan to bring it all together.

Just imagine…

A cohesive marketing ecosystem where:

  • You have a roadmap for how all your platforms work together to build and nurture relationships at scale

  • Every piece of content you create serves a specific purpose in your marketing strategy

  • Your content creation efforts are turning engagement into leads because there’s a clear journey for prospects to follow

The Moneta Copy Marketing Cornerstones Program gives you exactly that — a comprehensive strategy plus the copy assets and coaching to make it all work together.

Hey there, I’m Hillary 👋

And I want you to know that I think the work you do is incredibly important.

As the daughter of a CPA, I witnessed firsthand how financial professionals become cornerstones in their clients' lives.

But I also understand the other side.

Despite growing up with solid financial principles—never carrying credit card debt, always living within my means—I've still experienced that knot-in-your-stomach anxiety about money.

It was my own financial advisors who gave me clarity, accountability, and ultimately permission to make decisions I couldn't make alone.

This is why I'm so passionate about helping you connect with the people who need you.

Whether you're helping high earners build their savings, showing young families how to balance security with enjoying life today, or helping retirees sleep better at night — your work transforms lives.

Your clients deserve to find you. And you deserve marketing that makes those connections possible.

This is what the Marketing Cornerstones Program delivers:

A strategic foundation that attracts your ideal clients while you focus on what you do best—changing lives through financial guidance and support.

a complete journey to transform your marketing

The Marketing Cornerstones Program isn’t just about getting new marketing assets. It’s about building a complete ecosystem and learning how to leverage it.

HERE’S HOW YOUR 6-MONTH JOURNEY UNFOLDS:

Phase 1: Strategy Development (Months 1-2)

We start by getting crystal clear on what makes your ideal clients tick. Through comprehensive Voice of Client research, we gather real insights from your target market to inform your strategy and every piece of copy we create.

During this phase, you’ll get:

  • A data-driven strategy built on real client feedback

  • Clear marketing goals aligned with your business objectives and audience

  • A brand voice and messaging guide that provides a neat and actionable roadmap for your content

  • 2 you-focused coaching sessions to set your foundation

Phase 2: Asset Creation (Months 3-4)

With your strategy in place, we craft the cornerstones of your marketing ecosystem:

  • A niche-focused website

  • A complete lead magnet package to turn followers into leads

  • A fully optimized LinkedIn profile

  • Launch content to announce your new website and lead magnet

  • Plus, 2 deep dive coaching sessions to help you maximize these new assets

Phase 3: Implementation and Launch (Months 5-6)

This is where everything comes together. You’ll receive:

  • Clear systems and SOPs for ongoing content creation

  • An analytics spreadsheet to measure your success

  • 4 tactical coaching sessions that teach you how to create engaging content that leverages each piece of your marketing ecosystem

Why 6 months?

Building a strategic and sustainable marketing ecosystem takes time. From gathering authentic insights from ideal clients to crafting professional assets and ensuring you know how to use them effectively, each phase builds purposefully on the last.

Don’t have 6 months? Talk to us about accelerated timeline options. 

everything you need to succeed

The Moneta Copy Marketing Cornerstones Program combines professional done-for-you assets with expert coaching — giving you both the tools and the knowledge to transform your marketing. All deliverables come in easy-to-use formats (PDF, Google Docs, or Google Sheets) with clear implementation instructions OR done-for-you implementation. 

Plus, you’ll get recordings of all coaching sessions, ensuring you can review and reference the material whenever you need it. 

HERE’S WHAT’S INCLUDED IN YOUR 6-MONTH JOURNEY:

  • Throughout your 6-month journey, you’ll receive eight hour-long coaching sessions designed to help you:

    • Mine your unique brand stories and experiences for compelling content

    • Master your new marketing ecosystem

    • Build and nurture your email list effectively

    • Plan and create engaging content confidently

    • Review and optimize your content

    • Chart your path forward

    These coaching sessions ensure you’re not just getting new marketing assets — you’re gaining the expertise to leverage them effectively.

  • At Moneta Copy, we always start with strategy. Everything we create is grounded in real data from your ideal clients. 

    Our strategies include:

    • Voice of Client Research: We’ll create a custom survey sent to your ideal clients, gathering invaluable insights about what they truly want and need in an advisor.

    • Strategy Plan: We define and clarify your goals for each platform you create on, complete with metrics to track the success of your efforts.

    • Client Persona Profiles: Detailed profiles of your ideal clients based on real data, helping you understand exactly who you’re creating content for.

    • Brand Voice + Messaging Guide: A comprehensive document that captures your unique voice and key messages, making future content creation seamless.

    • Core Content Pillars: Based on client survey data, we’ll identify 3-5 key themes that will guide all your content creation, ensuring everything you create resonates with your audience.

  • The cornerstone pieces your marketing ecosystem needs to integrate your key platforms:

    • 4-Page Niche-Focused Website

      • Home page

      • About page

      • Services page

      • Contact page

      • Additional pages may be added

    • Lead Magnet Package

      • PDF Lead Magnet up to 10 pages

      • Email welcome sequence up to 6 emails

      • Landing page for lead capture

      • Implementation guide

    • LinkedIn Profile Revamp

      • Complete optimization of your personal and company page (as applicable)

      • Professional design for your banner, profile picture, and featured section images

      • Compelling, keyword-rich copy for all sections 

      • Back-end optimizations

      • Implementation (optional)

  • Everything you need to hit the ground running:

    • Launch Content Package

      • 4 social media posts

      • 4 emails

    • Content Creation and Repurposing Standard Operating Procedures

    • Analytics Spreadsheet to track the success of your content creation efforts

what makes the Marketing Cornerstones Program different

When it comes to marketing, you typically have two options: Either completely outsource it and have little say in what gets posted, or figure it all out on your own.

The Moneta Copy Marketing Cornerstones Program gives you the best of both worlds.

get the heavy lifting done for you

We professionally craft your highest-value, longest-lasting marketing assets — the foundational pieces that are most overwhelming to create.

This frees you to focus on what you do best: 

Serving your clients and creating ongoing content that showcases your expertise.

and the knowledge to move forward

Through strategic coaching sessions, you’ll gain the marketing expertise to confidently:

  • Create content that’s engaging and effective

  • Take the fullest advantage of your optimized marketing ecosystem

  • Make informed decisions about outsourcing your marketing efforts

This hybrid approach isn’t just convenient — it’s crucial. Here’s why:

Financial advisor marketing has changed.

Being a fiduciary with impressive credentials is no longer a differentiator: It’s table stakes.

To stand out, today’s independent advisors need to:

  • Show their authentic personality

  • Make meaningful connections with their specific niche

  • Give prospects multiple touchpoints and opportunities to get to know, like, and trust them

You’re already investing effort in your marketing. You’re showing up for your audience, and you deserve to see better results from that investment.

Without a cohesive marketing ecosystem:

  • Valuable prospects slip through the cracks

  • Your content efforts don’t compound effectively

  • The path to becoming your client remains unclear

The relationship between financial advisor and client is a vulnerable one.

A strategic marketing ecosystem provides that trust-building journey — turning casual followers into engaged prospects, and prospects into committed clients.

Investment Options

Choose the package that best fits your needs

Cornerstones Program 
with design

Perfect for advisors who want a fully done-for-you solution

  • Everything described above, as well as beautiful, professional design for your:

    • 4-page website

    • Lead magnet PDF

    • Landing page

    • LinkedIn profile assets

  • Back-end implementation of your Lead Magnet package into your Email Marketing System

6 monthly payments of $3,300
OR
1 payment of $18,000

(PAY IN FULL SAVES $1,800)

EARLY BIRD PRICING: $1,000 OFF WHEN YOU JOIN BEFORE APRIL 2

Cornerstones Program
without design

Ideal for advisors who have their own designer or prefer to handle design in-house

  • Everything described above, including wireframed Google Docs to be provided to your designer:

    • 4-page website

    • Lead magnet PDF

    • Landing page

    • **LinkedIn profile design still included in this package

6 monthly payments of $2,200
OR
1 payment of $12,000

(PAY IN FULL SAVES $1,200)

EARLY BIRD PRICING: $1,000 OFF WHEN YOU JOIN BEFORE APRIL 2

  • Expect to spend 60-90 minutes per week or less throughout the program. This includes time for coaching sessions, reviewing deliverables, and providing feedback. We’ve designed the program to respect your busy schedule while ensuring you get maximum value. 

  • To get the most value out of our Marketing Cornerstones Program, our clients need to have a specific niche or defining commonality amongst ideal clients. Additionally, it’s beneficial if you’re already creating content on social platforms or through a podcast, YouTube channel, or blog. Our program is designed to help you take your content marketing efforts to the next level.

  • Each coaching session is tailored to support you where you are in the program. In addition to getting answers to your real-time questions and challenges, you’ll learn:

    • How to draw out compelling brand stories based on your life and client experiences

    • Techniques for engaging your audience and developing connections with them online

    • Ways to repurpose content strategically across platforms so you can work smarter, not harder

    • Strategies for building and maintaining an email list of prospects

    • LinkedIn best practices (e.g content, engagement, networking)

    Plus, attend two content planning and review workshops in the final months of the program so you can feel confident about your content. 

  • Absolutely! We either implement the assets for you or provide detailed guides for your team. You’ll never be left wondering, “What now?”

  • This program combines strategic planning, professional copy creation, and expert coaching. You’re getting both done-for-you assets and the knowledge to leverage them effectively. Plus, the investment is offset by:

    • Saved time and energy

    • Improved client acquisition

    • Better results from your marketing efforts

    • Reduced need for ongoing outsourcing

  • The Marketing Cornerstones Program is entirely customized. While the framework is proven, everything we create is built from scratch and is customized to your niche, your voice, and your brand — all based on real data we gather through Voice of Customer research.

  • Each component of the program works together to create a cohesive marketing ecosystem. While you might feel confident in some areas, this program ensures all pieces work together seamlessly for maximum impact. 

  • While the 6-month timeline is designed to allow for thoughtful development and deep coaching, we understand that sometimes you need to move faster. Let’s discuss your specific situation and see how we can accommodate your needs.

  • Once our program ends, you’ll have all the foundational pieces of your marketing ecosystem in place, plus the knowledge and tools to maintain momentum. You’ll know exactly how to:

    • Create consistent, engaging content

    • Leverage your new marketing assets

    • Track and measure your results

    • Continue growing your audience and client base 

  • Absolutely. We offer ongoing support options for:

    • Content creation

    • Strategy management and metrics tracking

    • Coaching

    Inquire with us about these options during your program, and we’ll help you choose the right level of continued support for your needs.

have a question?

marketing cornerstones program

ready to get started?

  1. Fill out our quick application.

  2. We’ll review your application and reach out with next steps.

  3. If it’s a fit, we’ll get your program scheduled and ready to launch.

An effective marketing ecosystem is just around the corner.

Let’s build it together.