One 45-minute meeting and you’re up and running. You’ll meet with our team of digital marketing experts to customize your plan.

• We ensure you have all the foundations of your digital program set up for success.
• Align your high-level business goals with your digital marketing strategy.
• Your website is the hub of your digital business and needs to be visually appealing, engaging, intuitive to navigate, and convert visitors to opportunities.
• We’ll complete a user-experience audit to provide you insights on your website performance, navigation, and content. We’ll review the recommendations with you and implement agreed-upon changes.

Depending on your ads budget, search ads can be a great option to target the top of funnel prospects or transactional products.

Retargeting is an excellent choice for paid campaigns as you’re targeting visitors that have already engaged with your business at a lower cost than standard search or display ads. We are Google Partners AND Google Ads Certified, specializing in Display, Video, and RLSA Ads.

Drive organic traffic and rank higher on Google. We’ll show you how.

• Local SEO. Did you know that your SEO performance and keyword search rankings change regionally? Google Map Pack, Directory listings (citations), and location specific keyword position tracking are all services included to ensure we are laser focused on your local search presence.
• Foundational SEO. We set up your website backend, pages, and posts with all the latest SEO optimization strategies and tactics including meta-tagging, structured data (Schema), image and speed optimizations.
• Targeted SEO. We target high volume and high potential keywords for your location and services by building SEO optimized landing pages and publishing curated blog articles.
• Technical SEO. We report on your technical SEO score in your report so that your speed, security, links, and crawlability are optimized.

24/7 Website ticket system. Spend less time fixing your website and more time growing your business.

• Tired of dealing with website formatting issues, fixing performance glitches, adding content, and troubleshooting 404 errors? Leave all this to us so you can focus on your business.
• Submit any website issue at any time through our 24/7 website ticket system.
• When anything on your website breaks, our team will get it up and running right away. Avoid expensive developer fees, website crash headaches, and lost business.
• Use us for any tweaks or changes to elements like forms, buttons, CTAs, landing pages, blogs and more.

Rank higher in Google Search, get new leads, and collect client reviews. We’ll make sure your listing meets the gold standard. This plan features a content strategy, complete with monthly posting.

• Generate more organic clicks through Google posts which come with call-to-action buttons (the key is to post regularly and consistently).
• Google is investing in the future of Google My Business (GMB), and so should you. Your GMB listing can make or break your SEO. When set-up right and professionally managed, it can be a powerful tool for generating new leads and reviews. As Google Partners, we follow the latest best practices for optimizing your Google My Business listing.
• We go beyond the basics, and install custom UTM parameters to help you distinguish the source of your leads. With UTM parameters in place, you can distinguish between leads coming from an Organic Google Search vs. your Google My Business listing to evaluate the effectiveness of your marketing.

Get highly customized and personable digital marketing strategy sessions. You’ll meet with our team on a monthly basis to review your progress.

• Your dedicated account manager will review your website performance report and answer any questions you have about your website and booking system in a 30-minute Zoom coaching session (monthly).
• We will send through your monthly performance report prior to each of these calls.

Leverage content to effectively enhance SEO and conversion rate optimization.

• Make your content shine with our content optimization process. Simply submit a blog or landing page, and we’ll take care of formatting it with images and media; adding schema and meta-data; compressing media and images for speed-performance; and leveraging this content across all your most important social media channels, directories, and Google My Business listing.
• You’ll have access to our Content Marketing Manager to help curate blog ideas, headlines, and provide you with the support you need to start writing.
• Too busy to blog regularly or don’t currently have any content? No problem! We also offer curated Financial Services content that you can edit with your unique brand voice or have us use directly with your Content Concierge service.

Streamline your process to book appointments with clients. Our system makes it easy for your clients to schedule time with you.

• A streamlined calendar booking system eliminates barriers and additional steps to tee up a face-to-face meeting.
• Increase efficiency on your backend by aligning your personal calendar with your booking system.

Access actionable data at your fingertips to help you grow your business. Your customized dashboards are available using real-time data, 24/7.

• Multi-platform integration. Stop having to interpret dozens of apps, platforms, and social media accounts. We integrate with your most important external marketing platforms including Google Analytics, Search Console, Google My Business, SEMrush, MailChimp, YouTube, and Social Media (Facebook, LinkedIn, Instagram).
• Our industry-leading reporting is accessible at any time through your Financial Advisor client portal. This means you won’t have to wait on your monthly reports, and will have meaningful information on all aspects of your digital marketing whenever you need it.
• Don’t pay for expensive marketing software and platforms. Our reports utilize commercial-level marketing platforms and APIs that we pay for, so you don’t have to.
• Data Transparency. We don’t hide or inflate any of your performance data. All the metrics are available 24/7.
• Custom Configurations. Need to integrate another platform on your report – just ask or submit a website ticket, and we can likely do this. We are able to integrate and have access to APIs for 100 of the most popular online platforms.

We make data make sense. Find out where your meeting bookings and clients are coming from.

• When you know exactly where your prospects and clients are coming from, you can spend your marketing dollars accordingly.
• We’ll help you find out if you’re getting more calls from one source over another, and strategize how to best position yourself online with this information.
• We are data management and analytics experts. We configure your website conversion tracking and integrate with Google Analytics to provide highly-customized, interactive reporting. Your reporting will show you exactly where you’re growing your business and where you can make improvements.

For financial advisors using WordPress, we offer an extensive list of offerings to help keep your website safe and secure.

• Security. Dealing with a crashed, hacked, or compromised website can be a time intensive headache. Put the safety and maintenance of your most precious online resource in our hands.
• Website Maintenance. We ensure all your website elements, plugins, and performance are regularly optimized.
• Hosting and backups. If you have a WordPress website, our fully-managed hosting with daily backups has you covered.
• Monthly website care report. Keep up to date with all the backend work that is done on your website.