Add-Ons

Additional Digital Marketing Services to Boost Conversions and Your Bottom Line

Rank higher in search engines with our SEO package and amaze visitors with a strong brand and personalized copy to convert more visitors into customers.

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Search Engine Optimization (SEO)

Get found online by your ideal client at the moment of their search for the right financial advisor. Find out how hundreds of advisors have boosted their rankings and visibility online with our SEO package.

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Branding Essentials

Stand out from other financial advisors with a strong brand presence and visual identity for your business, including logo design, branding guide, business cards, and more.

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Personalized Website Copywriting

Quality, personalized content is the key to capturing your ideal client’s attention quickly online and ensuring your business stands out from the competition. Find out how we can help with our custom website copywriting services.

Drive More Qualified Leads, Today!

Book your FREE demo with our team of Personalization Experts “who get it”.

Search Engine Optimization (SEO)

Increase traffic to your website and get found online by your ideal client at the moment of their search for the right financial advisor with a comprehensive Search Engine Optimization package.

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What to Expect

In a one-on-one consultation, our in-house SEO expert will collect core information on your business, including your services, target audience, and key search terms. We’ll then review the status of your site to identify areas for optimization, including site structure and content. Prior to any technical work, you’ll receive an implementation roadmap with a personalized approach to increase your website’s performance.

What’s Included

Website Optimization to Rank Higher in Search

We’ll tackle all the important technical SEO work on your site such as adding appropriate title tags and meta descriptions to internal pages, custom sitemap configuration, and the integration of personalized targeted keywords to draw in your target audience.

Local SEO & Google My Business Set Up to Get Found Locally

We’ll get your site optimized for local search results to help you rank higher in search engines and get found in the areas you serve. This includes verification of your Google My Business page and optimizing your listing for better visibility in your target geo.

Google Analytics Setup to Track Performance

Our team will ensure you have the right tracking in place to fully measure and understand how your website is performing by configuring your Google Analytics account for you.

SEO Training Videos

You’ll get exclusive access to our SEO training video series, chalk full of tips and tricks to help you understand the SEO space and continue to implement best practices to boost performance and outrank your competition.

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Learn How Our Seo Package Helped These Financial Advisors Increase Their Organic Website Traffic.

Find Out How the SEO Package Can Help You Attract Your Ideal Clients, Drive More Website Traffic, and Grow Your Business.

Branding Essentials

Stand out and build trust with a strong brand and polished online presence with our Branding Essentials package.

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What to Expect

Starting with a one-on-one consultation to better understand the unique characteristics of your financial advisory business, service offering, and ideal client, you’ll receive your stack of personalized branding essentials and the key elements you need for your day-to-day business operations.

What’s Included

One-on-one consultation with a
Branding Expert

Logo design with 5 mock-ups and 3 rounds of revisions to get it just right

Business card design for up to 5 team
members with 2 rounds of revisions

Branding Guide showcasing your logo,
fonts, colour codes and more

Photos/visuals that align with your brand and target audience to use in marketing materials

Design and print ready files

Take Your Brand and Online Presence to the Next Level! Get in Touch With Our Branding Experts to Learn More, Today.

Personalized Website Copywriting

Quality, personalized content is the key to capturing your ideal client’s attention quickly online and ensuring your business stands out from the competition; not to mention the great SEO benefits that come along with it.

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What to Expect

Starting with discovery to learn all about you and your business, target audience, and what makes your financial advisory business unique, our professional copywriters will revamp and refresh your existing website copy, or, write it from scratch. Package includes up to 3,000 words for your website, up to 10 team bios (upgrades available for larger teams!), plus 2 rounds of revisions to get it just right.

Client Branding Examples

Find out how we can help attract your ideal client and generate more leads with our personalized website copywriting services for financial advisors.