SEO
Services
Marketing services for financial advisors
Six services, one strategy. Each is built for how people actually choose an advisor, planner or wealth manager: they search, they check you out, they need a reason to reach out. Start with one channel or combine them.
01
Paid ads for financial advisors
$1,200/month Meta & LinkedIn · $500/month Google Ads, plus ad budget
Targeted Meta, LinkedIn and Google Ads campaigns that put your practice in front of business owners, professionals, retirees and high-net-worth families in your market, and give them a clear next step: download a guide, register for an event, book a meeting.
What's included
- ✓Audience research and targeting by niche and location
- ✓Ad copy and creative
- ✓Lead magnet, with follow-up sequence as an add-on
- ✓Campaign management, optimization and reporting
- ✓Google Ads for high-intent searches (optional)
Best for
Advisors who need conversations now, not in six months. Works well on its own, and even better paired with a quarterly seminar.
Result: Oshawa advisor invested $15,000 in paid ads plus $2,850 in SEO, generated 86 leads and brought on six clients worth about $3M in combined assets under management.
By platform: Seminars · Google Ads · Meta & Facebook ads · LinkedIn ads · Instagram ads
02
Seminar & webinar promotion
$2,000 per seminar, plus ad budget
Get people in the room. We fill your virtual or in-person retirement, tax and estate planning events with qualified local attendees, then help you turn an engaged audience into booked meetings.
What's included
- ✓Event positioning and topic guidance
- ✓Registration page and confirmation flow
- ✓Targeted Meta and LinkedIn campaigns
- ✓Reminder emails available to reduce no-shows
- ✓Registration and attendance reporting
Best for
Advisors who present well and want a room of pre-retirees or business owners, not a list of cold leads.
Result: 19 registrations in under a week for a Peterborough seminar. Real people, not bots.
03
SEO for financial advisors
$2,250 setup, then from $750/month
Rank in the Google Local Pack and organic results for "financial advisor near me", "retirement planning in [your city]" and the niche searches your ideal clients type, such as financial planning for physicians, engineers or business owners.
What's included
- ✓Website content and on-page optimization
- ✓Google Business Profile optimization
- ✓Monthly blogs on planning topics your clients search
- ✓Backlinks, press releases and news coverage
- ✓Multi-city strategy for multi-location firms (Level 3)
Best for
Every practice. SEO compounds: the work you do this year keeps producing qualified inbound leads next year.
Result: A Vancouver advisor landed a $1M client through search in week one. A Halifax practice landed a $2M client from search and now ranks in the top three for “Halifax financial advisor” and on page one nationally for financial planning for engineers and lawyers.
04
AEO & GEO: get recommended by AI
Included in every Level 1–3 search plan
Your next client may ask ChatGPT before they ask Google. Answer engine optimization (AEO) and generative engine optimization (GEO) make sure your practice is part of the answer when someone asks an AI tool for a financial advisor in your city or a specialist in their situation.
What's included
- ✓Content structured so AI platforms can cite it
- ✓Citations, press coverage and entity building
- ✓Seeded conversations on Reddit (Level 2+)
- ✓Prompt tracking across ChatGPT, Claude, Perplexity and Gemini (Level 2+)
Best for
Advisors in competitive markets, and anyone with a clear niche. AI tools favour specialists with a consistent story across the web.
06
Email marketing for financial advisors
$500/month · $650 with social
Your clients won't read three articles you forward. They will read a few paragraphs from you about what those articles mean for them. We write that note from your perspective, run it through compliance and send it, so the people who trust you keep hearing from you.
What's included
- ✓Monthly emails written from your perspective, sent from you
- ✓What matters, in plain language, so clients don't have to work it out alone
- ✓Separate messaging for clients and leads
- ✓Compliance approved before it sends
- ✓Bundle with fully managed social for $650
Best for
Advisors whose clients haven't heard from them since the last review, and practices with a list of leads going quiet. You are the person they trust; this keeps you present between meetings.
Choose the plan that fits your practice.
Transparent pricing for financial advisor marketing. Start with the channel that matches your goals, or combine them into a 12-month roadmap.
SEO setup
One-time foundation
$2,250
one-time setup
Build the foundation for long-term rankings.
- ✓Website content
- ✓On-page optimization
- ✓Foundational backlinks
Level 1
Search everywhere optimization
$750 / month
1–3 qualified leads/month
- ✓Blogs
- ✓Backlinks (basic)
- ✓Press releases and news coverage
- ✓Google Business Profile optimization
- ✓AEO / GEO (basic; Gemini)
For locations with under 500k people
Level 2
Search everywhere optimization
$1,400 / month
3–8 qualified leads/month
- ✓Backlinks (basic + premium)
- ✓Press releases and news coverage
- ✓Seed conversations on Reddit
- ✓AEO / GEO (advanced; ChatGPT, Claude, Perplexity, prompt tracking)
For locations with over 500k people
Level 3
Search everywhere optimization
$3,800 / month
8+ qualified leads/month
- ✓Rank in multiple cities for multi-location firms
- ✓Multi-location and multi-vertical strategy
- ✓Backlinks (premium)
- ✓Press releases and news coverage (premium)
- ✓AEO / GEO (advanced)
For multiple locations with over 500k people
SEO helps you show up when the right person is searching.
Save 10%
4-seminar package
Four seminars over 12 months
$7,200 / 4 seminars
Management fee. Works out to $1,800 per seminar instead of $2,000.
+ Ad budget
Paid directly to the platforms. Set with you based on your market and goals.
Paid directly to the platforms. Set with you based on your market and goals.
Book four seminars or webinars over the next 12 months and save 10%. A steady rhythm of events keeps your pipeline full and gives prospects a reason to meet you every season.
- ✓Four seminars or webinars across 12 months
- ✓Save $800 compared with booking individually
- ✓Topic planning for the year ahead
- ✓Registration, local campaigns and reporting for every event
Seminars & webinars
Per event
$2,000 / seminar
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Get qualified people in the room, in person or online, and turn an engaged audience into booked meetings.
- ✓Registration page and confirmation flow
- ✓Targeted local campaigns
- ✓Reminder emails available to reduce no-shows
- ✓Registration and attendance reporting
Paid ads
Lead generation · Meta & LinkedIn
$1,200 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Targeted campaigns that reach business owners, professionals, pre-retirees and high-net-worth families in your market and give them a clear next step.
- ✓Audience research and targeting
- ✓Ad copy and creative
- ✓Lead magnet, with follow-up sequence as an add-on
- ✓Regular management and reporting
Google Ads
High-intent search
$500 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Capture people already searching for an advisor, planner or specific planning help in your city.
- ✓Keyword and competitor research
- ✓Search ads, with landing page as an add-on
- ✓Call and form tracking
- ✓Monthly optimization
Paid ads are also available. If you’d like extra reach ahead of an event, we can run Meta, LinkedIn or Google ads alongside your seminars.
Prices shown are our management fees. Ad budgets are paid directly to Meta, LinkedIn or Google and set with you based on your market and goals.
Basic Done for you
Stay consistent
$300 / month
8 social media posts per month, each shared to Instagram, Facebook and LinkedIn, designed to keep your brand active and consistent.
Growth
Reach beyond your followers
$800 / month
Everything in Basic, plus 1 video each month, boosted posts and a brief monthly report. Boosting helps your strongest content reach the right people beyond your current followers.
Consistency builds recognition
An active presence helps people see your name more often and remember your practice.
Helpful content builds trust
Thoughtful posts give prospects another reason to feel confident in your expertise.
Saves time
A managed social plan keeps your channels active without you creating content every week.
Social media rarely closes the relationship on its own. It makes sure prospects keep seeing your name until they're ready to talk.
A simple 12-month roadmap
An example plan that blends social, search and advertising: the 4-seminar package. Seminars create conversations now, social keeps your brand visible month after month, and SEO compounds over time.
Month 1Month 6Month 12
Total annual investment
$21,300
Management fees, plus ad budget set based on your market and goals.
Sample lead potential
12–24 leads, plus seminar attendees
Website/search (12 months): 12–24 leads. Seminar attendance varies by market, topic and promotion.
Questions about our services
Which service should I start with?+
If you need conversations this quarter, seminars. If you want inbound leads that compound, SEO and AEO/GEO. Most practices end up running both, with social keeping them visible in between.
Do you only work with financial advisors?+
We work with financial advisors, financial planners, wealth managers, insurance advisors and the firms they belong to, in English and French, wherever they’re based.
Is there a contract?+
Search plans are month to month after the one-time setup. Paid ads are month to month; most practices run them continuously. Done-for-you social content is $300 a month with no contract.
How do you handle compliance?+
Every piece of content, from ads to blogs to social posts, goes through our compliance process and your dealer’s review where required, before it goes live.
Can I combine services?+
Yes, and it usually works better. Search brings people who are already looking, ads create demand, seminars convert, and social keeps you visible while people decide.
How do I get started?+
Book a meeting. We’ll ask who you want more of and where you’re based, and recommend the channel or combination that fits.
Marketing insights
Not sure where to start?
Tell us who you want more of and how fast you need results. We'll recommend the channel, or the combination, that fits your practice and your budget.
Book a meeting
No pressure, just a plan. ↩
Social media marketing for financial advisors
Stay visible between meetings. Useful, compliance-friendly posts on LinkedIn, Instagram and Facebook, written and published for you, so prospects keep seeing your name until they're ready to talk.
Advisors who know they should be posting and never get to it.