MARKETING FOR FINANCIAL ADVISORS
become the obvious choice for your ideal clients
We plan, build, and manage your online presence, from your brand and website to your content, emails, and paid ads.
full marketing strategy
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branding
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website design
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content + social media
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email campaigns
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nurture strategy
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paid ads
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full marketing strategy * branding * website design * content + social media * email campaigns * nurture strategy * paid ads *
DID YOU KNOW?
Most prospects get to know you online before they book a call
Your website, LinkedIn profile, and weekly emails are where prospects form their first impression of you.
For most advisors, those pieces don't match.
Their website is a few years old, their LinkedIn profile isn't clear, and their newsletter goes out once every few months.
So prospects get a mixed picture and move on to another advisor.
When your online presence is strategic, creative, and up to date, prospects show up already knowing how you work and why you're a good fit, so your first meeting can focus on their goals instead of introductions.
HERE’S HOW YOU CAN WORK WITH MONETA ON A FULL MARKETING PLAN, ONGOING MONTHLY MARKETING, OR A ONE-TIME PROJECT LIKE A WEBSITE REFRESH OR NEW BRANDING:
A FULL MARKETING PLAN
start with a 12-month marketing plan
If your marketing feels scattered, start here.
the marketing intensive
A full review of your current marketing, two strategy sessions, and a custom 12-month playbook you can follow all year.
BEST FOR:
Advisors who aren't sure what's working or where to focus to get more clients.
WHAT’S INCLUDED:
An audit of your current marketing
Two 90-minute strategy sessions
Your custom 12-Month Marketing Playbook
A 90-minute debrief to walk through your playbook
STARTING AT $6,000
ONGOING MONTHLY MARKETING
marketing done for you, every month.
If you want to hand off your marketing for good, choose the level of support you need. The Funnel includes everything in the Footprint, and the Flywheel includes everything in the Funnel.
the footprint
We optimize the places prospects check first, like LinkedIn, Google, and advisor directories, and keep them active with fresh content every month.
BEST FOR:
Advisors who want a strong first impression online, so referrals and new contacts feel confident booking a call.
WHAT’S INCLUDED:
Profile optimization for LinkedIn, Google, and advisor directories
One long-form article a month, written in your voice
A monthly email newsletter for clients and referral partners
Social post ideas and curated media opportunities
A monthly marketing strategy call
STARTING AT $1,800/MONTH,
plus $2,500 Foundation Setup to begin
the funnel
Everything in the Footprint, plus a system that captures the prospects who check you out and follows up with them until they're ready to talk.
BEST FOR:
Established advisors who want a complete marketing system running in the background, from first impression to booked call.
WHAT’S INCLUDED:
Everything in the Footprint
A lead magnet and landing page to capture prospects
A 5–7 email welcome sequence that follows up for you
4–6 done-for-you social posts a month
Quarterly reports on sign-ups and email engagement
STARTING AT $2,800/MONTH
plus $4,200 Foundation Setup to begin
the flywheel
Everything in the Funnel, plus Meta ads that bring new people to your website and into your follow-up. Ads launch once your funnel is in place.
BEST FOR:
Advisors who want paid ads bringing new prospects into a system that already works.
WHAT’S INCLUDED:
Everything in the Funnel
Meta ad management, built around people who already know you
Landing pages and retargeting
Seasonal campaigns, like tax season pushes
Monthly reports on cost per lead and where new clients came from
Starting at $4,200/month
plus $5,500 Foundation Setup to begin
*Most clients budget $1,200–2,500/month for ad spend
ONE-TIME PROJECTS
a new website, brand, or funnel, done for you
If you need one part of your marketing refreshed or built from scratch, start here.
brand build
Brand strategy, visual identity, and design that make your practice look professional and established.
BEST FOR:
Advisors who have outgrown their current brand and want one that reflects the established firm they’ve built.
WHAT’S INCLUDED:
Brand strategy and messaging
Visual identity and design
A full build or a refresh of your current brand
STARTING AT $4,500
website build
A 4–5 page website, written and designed to turn online visitors into booked discovery calls.
BEST FOR:
Advisors whose website is outdated or doesn't clearly explain who they serve or what sets them apart.
WHAT’S INCLUDED:
Brand- and SEO-optimized copy for 5 site pages
Website design and implementation
STARTING AT $8,500
*Ask about the copy-only option if you already have a designer
funnel build
A lead magnet, landing page, and welcome email sequence that captures prospects and follows up with them for you.
BEST FOR:
Advisors who want their own lead capture and follow-up system, built once, with no monthly commitment.
WHAT’S INCLUDED:
A lead magnet
A landing page
A welcome email sequence
STARTING AT $5,500
WHAT CLIENTS SAY
we treat your marketing like it’s our own
"She's always gonna' shoot you straight. She's always gonna' give you the advice that's in your best interest. And not to mention she has really good ideas that actually work."
Mando Sallavanti III, CFP®
"Traffic to our website, along with conversions, has increased significantly... Increased conversions is leading to higher revenue."
Jeremy Morris, Co-founder of Five Pines Wealth Management
"How my unorganized mess of ideas was turned into a website and an e-book is beyond me, but I could not be happier with the results!"
Mark Hansen, Owner of Second Comma
frequently asked questions
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If you're not sure where to start, the Marketing Intensive is a great option. You'll leave with a 12-month marketing plan that shows which parts of your marketing need attention first.
You can also book a discovery call, and Hillary will let you know which option is right for you based on your goals and current strategies.
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Yes. The first month is the heaviest lift for our team because we spend time setting up your strategy, optimizing your profiles and directory listings, and, for the Funnel and Flywheel packages, we build your lead capture system.
The setup fee covers that one-time, upfront work, so your monthly rate solely goes toward ongoing marketing.
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If you work with us in the Flywheel package, we will be managing your paid Meta ads. That means you pay Meta directly for ad spend, and we manage the ads.
Every advisor’s strategy is unique, but most clients budget $1,200–2,500 a month depending on goals and firm size.
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Yes. Each additional advisor can be added to your monthly plan for an extra fee, which covers their LinkedIn profile, directory listings, and bylines on your content.
Firm-wide work like your newsletter, funnel, and ads isn't charged again for each advisor.
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Yes. If LinkedIn is your main growth channel, you can add 8 or 12 done-for-you posts a month to any monthly plan, starting at $1,050/month per profile.
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Yes. We write with the SEC marketing rule in mind and have worked only with financial professionals for over 6 years.
NEXT STEP
find out which option fits your firm
Book a discovery call to talk through what’s working (and what isn’t) in your current marketing. You’ll leave with Hillary’s recommendation for where to start.