AEO / GEO
About Steady Stream
A marketing agency built for financial advisors, planners, wealth managers and insurance advisors.
Steady Stream is a digital marketing agency built around one kind of client: the advisor who wants a steady stream of the right conversations. Financial advisors, financial planners, wealth managers and insurance advisors. We do search, paid media, seminar promotion and social media, and nothing else, for nobody else.
Why the focus.
Advice is bought on trust
Nobody hires an advisor on impulse. Marketing for advice has to educate first and ask second. Generalist agencies rarely get that.
Compliance is handled
Everything we produce goes through our compliance process before it's published. No performance claims, no promises, nothing for you to fix.
We know the searches
RRSP vs TFSA, CPP timing, selling a business, financial planning for physicians. We already know what your clients type, and what they ask AI.
We don't take shortcuts.
Do the work properly.
Based in Toronto · Working with advisors wherever they practise
Steady Stream was built on a simple standard: do the work properly. Every page, ad, article and post is researched, written and checked by people who understand how advice is sold and how it's regulated. We do what works. Our process is repeatable and constantly evolving: every campaign is measured, and what we learn today makes what we do tomorrow more effective. We don't automate what deserves a person's attention, and we don't publish anything we wouldn't put our own name on.
That standard shows in the details: clear writing, accurate claims, campaigns that are measured by meetings booked rather than clicks, and a compliance process that means nothing lands on your desk to fix. Our roots are in journalism, which is why we still earn press coverage for the practices we represent, but the job is the same across every channel: understand who you want to reach, and do the work well enough that they find you.
The team.
Specialists in paid media, search and writing, working in English and French.
Paid media
Our paid media team plans, runs and optimizes Meta, LinkedIn and Google campaigns, and manages seminar and webinar promotion.
Search
Our search team handles SEO and AEO/GEO, tracking what Google and AI platforms reward and turning it into rankings and recommendations for each practice.
Social
Our social team writes, designs and publishes compliance-approved content to advisors' LinkedIn, Instagram and Facebook, and refines it based on what earns attention.
Writers
SEO writers, blog post writers, bio writers and UVP writers, in English and French, who have written for The Walrus, the Globe and Mail, CBC, Maclean’s, the Toronto Star, Cottage Life, Chatelaine and more.
Where we’ve worked
We’ve helped hundreds of advisory practices, including advisors in every Canadian province and one territory.
How we work.
1
One strategy
Search, ads and social planned together around the clients you want more of.
2
Transparent pricing
Published prices. Paid ads quotes are management fee plus ad budget. No surprises.
3
English and French
Websites, search content, ads and social posts in English and French, for advisors wherever they’re based.
4
Measured by meetings
Rankings and clicks matter only if they turn into leads and conversations. That's what we report on.
Marketing insights
Let's talk about your practice.
Tell us who you want more of and where you're based. We'll come back with a clear recommendation and a price.
Book a meeting
We'd love to help. ↩