SEO
Services
Marketing services for financial advisors
Five 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 advertising 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, creative and landing page
- ✓Lead magnet and follow-up nurture sequence
- ✓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, generated 30+ leads and brought on three clients worth roughly $1.5M in combined assets under management.
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 Google campaigns in your market
- ✓Reminder sequence 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.
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.
Paid advertising
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, creative and landing page
- ✓Lead magnet and follow-up sequence
- ✓Daily 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 and landing page
- ✓Call and form tracking
- ✓Monthly optimization
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 sequence to reduce no-shows
- ✓Registration and attendance reporting
Most popular
Ads + seminars
Two months of ads, then a seminar. Repeat.
$1,467 / month average
Management fee, averaged across two months of lead generation and a seminar month
+ 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.
Two months of lead generation, then a seminar. Then repeat, for as long as you want a full pipeline. Two months of paid ads fill your pipeline and warm people up; the seminar in month three gives them a room to meet you in. Then it starts again.
- ✓Months 1–2: paid advertising ($1,200/mo)
- ✓Month 3: seminar or webinar ($2,000)
- ✓Nurture between the two, so no lead goes cold
- ✓Every prospect gets more than one chance to say yes
Advertising creates attention quickly. The right strategy turns it into qualified leads, event registrations and meetings.
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: two ads + seminars cycles (four months of paid ads, two seminars). Ads create conversations now, social keeps your brand visible month after month, and SEO compounds over time.
Month 1Month 6Month 12
Total annual investment
$22,900
Management fees, plus ad budget set based on your market and goals.
Sample lead potential
42–84 leads
Paid campaigns (6 months): 30–60 · Website/search (12 months): 12–24. Leads vary by market, targeting and conversion process.
Questions about our services
Which service should I start with?+
If you need conversations this quarter, paid advertising and 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, across Canada, in English and French.
Is there a contract?+
Search plans are month to month after the one-time setup. Advertising is month to month; most practices run it 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.