We PROVIDE SERVICES IN 3 key AREAS:

branding, social marketing & financial podcasting

BRANDING

We’ll help you discover, articulate, design and promote your brand. You choose whether we do it for you, with you, or on your own. A good brand helps you get focused, know your audience better and build more value in your financial offering.

SOCIAL MARKETING

Social marketing can consume advisors and their team very quickly. We get the ball rolling, slowly teach you how to fish once we’ve built your social base and created momentum. Yes, you can be successful at social and not be consumed.

FINANCIAL PODCASTING

One of the most inccredible financial advisor marketing tools ever. It’s better, and will endure longer, than the “seminar marketing craze”.  Podcasting has many benefits and opportuties. It’s a must-have advisor marketing tool.

3 BRANDING SERVICES:

BRANDING FOUNDATION PACKAGE:

Imagine finally having a message so tight, and so compelling, people will be inspired to connect with you and refer you. You’ll enjoy:

  • Having more focus on your strengths, areas of opportunity and your ideal audience.
  • Knowing where you can add niche value to your practice.
  • The confidence to better market and close business with ideal prospects.
  • More time, more fun and more profit working with ideal clients.

We’ll help you:

  • Develop your brand. A great story that speaks to your strengths, passions, best opportunities and a niche audience that cares. 
  • Package your proof of concept. You need to be able to prove your brand is real, not just good marketing copy and a few fancy stock photos. We help you prove your brand via a diagrammed process/approach and a packaged white-paper. 
  • Enhance your social profiles. We make sure your brand message and proof are clear in your social profiles. 
  • Advise on your perfect website. We consult on your most important marketing tool – your marketing hub – your website. We’ll make sure you have the right layout, pages, content, focus and call-to-actions. We ensure your website fulfills critical roles in your marketing versus being seen and used as a simple brochure. 

Add-ons (for additional fees):
Email Nurture Marketing, Logo Design, Stationery Design, SEO Enhancement.

CONTACT FOR PRICING

 

“270 DAYS TO A BETTER PRACTICE” MARKETING PROGRAM:

We’ll guide you through a 270 day program, helping you build your marketing in three stages @ 90-day segments. You’ll work with a small group of like-minded advisors guided by our TAM branding experts.

You’ll get:

  • Brand Impact Assessment of where your brand currently stands.
  • A Simplified Marketing Strategy that tells you when and what to do to build marketing momentum.
  • A Brand Brief that explains your brand, key concepts you can package, and your tagline.
  • Access to the same exercises/tools we use to develop brands for our done-for-you branding service.
  • Access to our Branding Experts to bounce ideas off and help build your perfect brand.
  • Tips and tools to simplify how you build and implement your marketing.
  • Access to AdvisorU for how-to marketing papers, videos, exercises, case studies.

CONTACT FOR PRICING

 

BRAND IMPACT ASSESSMENT & REPORT:

We’ll put you through our extensive brand impact analysis, see where you’re achieving results, where you’re falling short and what you need to focus on to have a compelling brand that’s easy to market.

You’ll get:

  • Access to our Brand Impact questions and process to better define where you’re at, where you’d like to go, and how to get there.
  • Custom Brand Impact Report of where your brand currently stands and steps to take to improve.
  • Access to AdvisorU for how-to marketing papers, videos, exercises, case studies.

CONTACT FOR PRICING

We help you develop an intimate, viral based social media campaign with a personal and professional touch you and your team are having difficulty building.

 

We Focus On Four Areas:

  • Community Events
  • Community COIs
  • Personal/Client Interests
  • Your Niche Expertise

We Enhance Your Social Profiles & Proof Of Expertise.

  • Title & Summary Clarity
  • Proof of Expertise
  • Visual Appeal & Continuity
  • Call To Actions

We Uncover & Define Your Strategy.

  • Your Ideal Audience
  • Your Best Opportunities to Attract Followers
  • How To Build Influence Slowly But Surely
  • What Tactics Work With What Networks
  • Teach Your Team To Fish (Optional – we train your team members to take over social)

Social Enhancement & Daily Sharing = $795.00/mth

CONTACT FOR DETAILS

We help you brand, design, equip, produce and market your own financial podcast.

We Produce.

  • Your Own Podcast Brand
  • Podcast Naming & Graphics
  • Podcast Channel Set Up
  • Initial Practice Interview
  • iTunes & Stitcher Syndication
  • Professional Audio Intro
  • 2 Podcasts/month
  • Professional Audio Equipment (we ship)
  • Ongoing Podcast Coaching
  • Professional Podcast Host

We Multiply.

We Turn 2 Podcasts Into:

  • 2 Podcast Files (+ transcript)
  • 2 Podcast Summaries
  • 2 Draft Blog Posts (from transcript)
  • 2 YouTube Videos
  • ~10 Quotes Memes Designed
  • ~30 Written Social Updates

We Also Provide:

  • Content Link for Compliance
  • Podcast Editing & Producing
  • Podcast Posting to Your Channel

We Promote.

  • Social Updates 30+ times/month

ADD-ONS:

  • Email Newsletter
  • Social Profile Enhancement
  • Social Strategy

Podcast Channel Setup, Equipment & Brand = $1,595.00

Podcast Production, Posting & Social @ 2/mth = $995.00/mth

Top Advisor Marketing Podcasting Pricesheet

DOWNLOAD
PODCAST BROCHURE

TRY PODCASTING
SCHEDULE PROFESSIONAL PODCAST RECORDING SESSION (FIRST ONE IS FREE)

CONTACT FOR DETAILS