Become Our Partner
Your success is our mission
Marketing Plans
No Contract
We understand how frustrating it can be—locked into a long contract with an agency that doesn’t deliver. We’ve been there ourselves. That’s why we don’t do contracts. Instead, we focus on earning your trust and delivering results without tying you down to a long-term commitment.Essentials Plan
- Monthly Newsletter
- Weekly Social Media Post
- Email Signature Template
- Business Card Template
- Basic Review of Marketing Strategy
- Basic Website Audit
- Monthly Metrics Report
Growth Plan
- Everything in Essentials Plan Plus:
- Two Media Mentions Per Month
- Basic SEO Optimization
- Monthly Blog Post
- Full Website Audit with Report
- Monthly Strategy Call
Acceleration Plan
- Everything in Essentials & Growth Plan Plus:
- Advanced SEO Strategy
- Website Refresh (5 pages)
- Firm Brochure Design
- One Lead Magnet Funnel
- Bi-weekly Strategy Calls
Ultimate Plan
$25k
- Everything in Essentials, Growth, and Acceleration Plan.
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The plan where we elevate you and your firm.
This plan is designed for those who want to fully invest in their marketing strategy and position themselves as industry leaders.
It's more than a just a plan, it's a transformation of your firm's presence and reach.
Additional Services
Enhance your plan with add-on services like additional media mentions, branding support, website design, or deliverables. Customize your package to meet your unique business goals.
Website Design
Get a professional, conversion-optimized website tailored specifically to your brand and clients.
$3,000
Branding (New Logo, Colors, and Fonts)
Refresh or create your brand identity with a new logo, color scheme, and font selection.
$1,500
Google Ads
Drive traffic and leads with expertly managed Google ad campaigns.
$500
Media Mentions
Boost your credibility and exposure with targeted media placements in top industry publications.
per mention
Facebook Ads
Reach your target audience with Facebook ads that generate clicks and conversions.
Starting at
$500
Deliverables (Infographics, Firm Brochure, Whitepapers)
Enhance your marketing with custom-designed infographics, firm brochures, or whitepapers.
$500
per project
Setup Fee Breakdown
| Setup Features | Essentials Plan | Growth Plan | Acceleration Plan |
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CRM Account CreationCreate a CRM to send monthly newsletters to clients, prospects, and leads. |
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Social Media Audit & CleanupWe’ll provide a new header and profile image using your current branding, and ensure contact info is correct on Facebook, Instagram, LinkedIn, and X. |
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Google Business Profile SetupA one-time cleanup of your Google Business Profile, including uploading pictures and optimizing for local search. |
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Apple Maps SetupMake sure your business is listed accurately on Apple Maps |
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Newsletter DesignCreate a branded newsletter template with your logo, colors, and fonts to match your current branding. |
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Basic Website AuditA simple review of your website’s structure and performance with basic recommendations. |
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Booking Link SetupSet up an integrated booking link for easy client appointments. |
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Custom BiographyWrite or refresh your professional bio to align with your brand and appeal to your audience. |
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Website Audit with ReportAnalyze your website performance with actionable insights to improve conversions. |
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Media Kit CreationCreate a media kit that includes your bio, firm information, branding elements, and key details for press mentions. |
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CRM + Lead Funnel SetupIncludes a custom landing page, downloadable lead magnet, and automated follow-ups to nurture leads. |
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SEO Monthly ReviewMonthly review of your keyword performance to ensure you're ranking for relevant terms and improving visibility. |
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Website Refresh (5 Pages)Refresh up to 5 pages of your website with improved design and content. |
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Firm Brochure DesignProfessional brochure to showcase your services. |
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Blog Page SetupAdd a blog post page to your website to house content and improve SEO. |
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Compare Plans and Features
| Features | Essentials Plan | Growth Plan | Acceleration Plan |
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Monthly NewsletterWe'll design and send a professional monthly newsletter to engage clients, prospects, and leads with curated content. |
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Weekly Social Media PostOne custom social media post per week across your chosen platforms to maintain brand presence and engagement. |
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Email Signature TemplateA professionally designed email signature that reinforces your brand in every client communication. |
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Business Card TemplateCustom-designed business card template to align with your firm’s branding. |
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Basic Review of Marketing StrategyA high-level review of your current marketing efforts with recommendations for improvement. |
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Basic Website AuditA simple review of your website’s structure and performance with basic recommendations. |
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Monthly Metrics ReportReceive a detailed report each month covering website traffic, social engagement, and email performance. |
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Two Media Mentions per MonthGet your firm mentioned in two media outlets monthly, with custom graphics and posts shared to your social media. These mentions will also be featured in your newsletter. |
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Monthly Blog PostA 500-word blog post will be written and added to your website each month, increasing your SEO and thought leadership. |
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Content Optimization ReviewMonthly review of your website content with recommendations for SEO-friendly edits and keyword optimization. |
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Local SEO SetupOptimize your firm’s local presence, ensuring you're visible in local searches and properly listed online. |
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Full Website Audit with ReportA thorough audit of your website with a detailed report on performance, conversions, and SEO, along with actionable recommendations. |
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Monthly Strategy CallA 30-minute call to discuss strategy, review performance, and adjust your marketing tactics as needed. |
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SEO Monthly ReviewA monthly review of your keyword rankings and recommendations for content adjustments to improve SEO performance. |
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Website Refresh (5 Pages)Refresh the content and design on up to 5 pages to align with current branding and marketing goals. |
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Firm Brochure DesignDesign a high-quality firm brochure that presents your services, team, and expertise professionally. |
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Lead Funnel SetupCreate a custom lead funnel to capture leads and nurture them through automated follow-ups and targeted emails. |
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Bi-weekly Strategy CallsTwo 30-minute calls each month to provide tailored marketing insights and actionable steps. These calls are designed to be time-efficient and focused, understanding the demands of a busy advisor's schedule. |
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