As we approach the end of 2021, it’s time to start thinking about marketing strategies to jumpstart the new year. Throughout the pandemic, many financial advisors have reported below-average prospecting, while 74% of those using a multichannel approach have reported average or above-average performance. Digital marketing and an optimized online presence are now critical to having a successful year, though they can often become afterthoughts with many other business considerations to prioritize. However, marketing companies for financial advisors are a fantastic resource to help attend to it.
While there are many financial advisor marketing companies out there, some are undoubtedly better than others, and they all have different areas of expertise. It’s important to land on a company that will focus wholly on meeting the needs of your business so that you don’t have to. We’ve got you covered. Check out our top ten financial advisor marketing company recommendations, based on their area of expertise.
Top Digital & Inbound Marketing Companies For Financial Advisors
Snappy Kraken: Reasonably priced and easy to use marketing solution that offers standard automation and basic content templates.
Leading with a marketing automation system that takes the guesswork out of things, Snappy Kraken is focused on giving you back your time. With a “Grow your Business in 12 months” guarantee, this company emphasizes marketing that creates meaningful connection and lead generation with minimal time commitment from their clients. While they don’t promise total customization, complete creative control or a quick fix, they are a great solution that offers time content, automation, training, performance reporting and support in real-time.
Pricing starts at $225/month for a 12-month contract, or $245/month for a month-to-month contract (with a $489 setup fee), which is an extremely reasonable proposition for great returns.
Indigo Marketing: Broad expertise across a variety of need-based services that includes custom content and total marketing management.
Looking for a marketing agency that has extensive expertise and meets the varied marketing needs of a wide array of financial advisors? Look no further than Indigo Marketing. With a deep bench of clients and a national, distributed presence, Indigo offers a choice of services that include a monthly marketing package, a custom website package, custom webinar creation and custom video creation. They also offer useful content options for prospecting on their website.
At a cost of $3,250 for upfront setup and $695/month, the popular Total Marketing Package comes with an extensive suite of marketing services. This includes initial audits and optimization, ongoing custom content creation, performance reporting and social media management. For the financial advisor with more specific needs, Indigo’s other services are offered at one-time price points. For the financial advisor that has either a very specific ask or needs extensive marketing expertise and management, Indigo Marketing is a fantastic choice.
Kalli Collective: Marketing strategy-focused consulting services punctuated by an array of à la carte services.
Kalli Collective puts its emphasis on marketing strategy, offering an array of consulting and educational packages for its clients. Focused on enhancing brand presence, their services help create a strategy from start to finish, while also providing specific services in an à la carte format.
For on-call marketing consulting, Kalli Group charges $250/month, while custom plans are subject to custom pricing. For à la carte services, clients can buy specific packages to fit their needs like a monthly content bundle for $2,500/month, a website redesign for $5,000 or an email marketing bundle for $500. With such a wide menu, Kalli Collective has the tools available to meet the needs of any advisor with any price point.
Seven Group: Custom content marketing via a user-friendly platform.
Seven Group‘s unique marketing approach includes a proprietary platform that helps advisors create their marketing plan and execute on it with the platform’s content and existing tools. This is a fantastic, targeted service for both the advisor new to marketing and experienced with marketing.
Pricing for the Seven Group is a tier system based on individual needs. The different price points are $99.99/month, $299/month and $750/month, with escalating services by cost, and based on the advisor’s desired level of involvement.
Lead Pilot: An easily navigable product providing lead conversion and marketing automation.
Focused on easily managed inbound marketing solutions for their clients, Lead Pilot includes a custom platform that includes a variety of different service options for clients. As the first AI-powered platform in the industry, Lead Pilot has been at the helm of numerous client success stories already, as a part of the larger group Twenty Over Ten, who was recently acquired by FMG Suite..
Lead Pilot offers reasonable pricing for its lead generation and marketing automation. Costs start at $249/mo for an annual contract.
Top Website Design & Development Companies For Financial Advisors
Twenty Over Ten: Optimized website building and management with availability for compliance services.
Twenty Over Ten, a leader in SaaS for financial advisors, offers a variety of different services for its clients, dependent on their needs. As previously mentioned, Lead Pilot covers their digital marketing services, while their Website Engine offers the capability for advisors to build and manage an attractive and optimized website. With compliance, security, and other tools included, this is a great option for those trying to overhaul or build their website for the first time.
For optimized website building and management, prices start at $109/mo for an annual contract. Twenty Over Ten also offers Compliance Core (compliance tools), which are individually priced based on client needs.
MariaVida Creative: Fully personalized creative branding, website design, management, and maintenance.
MariaVida Creative is an advisor’s go-to solution for all creative and website development needs. With a small and mid-sized business focus, MariaVida helps manifest your company’s brand identity, develops your website around it and then offers maintenance packages for your website.
Prices are determined individually and via consultation call with the company. MariaVida’s customized solutions make their services a great fit for anyone in need of total branding, creative consulting and follow-in website work.
Top Seminars, Webinars & Events Companies For Financial Advisors
White Glove: Webinar, seminar, and social media management options led by former financial advisors.
With two former financial advisors at the helm, White Glove is all about managing administration around seminar and social media marketing so that you don’t have to. Their services include the management of live seminars, webinars, 1:1 workshops, social media management and podcast management.
While most of the services are subject to individual/concierge pricing, a single podcast appearance and ensuing support go for $999 and social media management starts at $4900/year ($450 monthly). White Glove offers a great option for concierge services around seminars, social media and podcast marketing.
Eight Digit Media: Traditional marketers offer subscription model marketing for financial advisors.
Eight Digit Media brings traditional marketers together with financial advisors to offer lead generation, seminar marketing, and webinar marketing. Built on a subscription model, Eight Digit offers the unique proposition of enabling continuous marketing options with all supporting administration and performance reporting for clients.
With a $500 one-time setup fee for each service, lead generation starts at $1,500/month (ad spend not included), while webinar marketing sits at $2,000/ month and seminar marketing at $2,500/month. For the financial advisor ready to offer consistent, thorough marketing to potential clients, Eight Digit Media is a great fit.
Top Public Relations & Credibility Marketing Companies For Financial Advisors
Flackable: High-impact PR campaigns and strategic consulting to guide growth-driven brands to new levels of influence, credibility and authority.
Flackable leads the market as an outstanding option for financial advisors and wealth management firms looking to bolster their brands and systematically translate their public relations success into new pipelines for growth. With core public relations services as well as content development, speaking engagements, award nominations, digital marketing and credibility marketing, Flackable is committed to changing the trajectory of your business success.
Flackable only asks for a 3-month commitment, and our budget-friendly pricing options are provided after your initial consultation. For more information and to get started, schedule a free consultation with Flackable’s Founder and President, Brian Hart, here.
Regardless of your needs, there are one or more financial advisor marketing partners out there for you. Our team at Flackable is dedicated to ensuring you are able to fulfill and exceed your marketing goals for next year and beyond. Don’t take our word for it, check out these businesses for yourself!
Flackable offers a marketing vendor search, selection and intermediary service, along with a credibility marketing training program. To learn more about these programs, please visit flackable.com/credibility-marketing.
Flackable is an award-winning public relations agency representing financial and professional services brands nationwide. To learn more about Flackable, please visit flackable.com.