Contact Us

Test

Strategic Programs

After years of designing and implementing marketing strategies for financial advisors, we've developed three packages with critical conversations and content to cater to your ever-changing business demands.

Bronze

$1,400 per month

One-time 30-day set up fee $800 Requires 3-month commitment

  • Custom Brand Guide
  • SEO Optimization
  • Social and Web Analytics
  • Quarterly Written Observations
  • Quarterly Strategy Meeting
  • 1 Blog, 500-700 words/month
  • 2 Social Media Posts/week
  • 1 Newsletter, up to 700 words/month
  • Does not include virtual assistance

Bronze

$1,400 per month

One-time 30-day set up fee $800 Requires 3-month commitment

  • Custom Brand Guide
  • SEO Optimization
  • Social and Web Analytics
  • Quarterly Written Observations
  • Quarterly Strategy Meeting
  • 1 Blog, 500-700 words/month
  • 2 Social Media Posts/week
  • 1 Newsletter, up to 700 words/month
  • Does not include virtual assistance

Bronze

$1,400 per month

One-time 30-day set up fee $800 Requires 3-month commitment

  • Custom Brand Guide
  • SEO Optimization
  • Social and Web Analytics
  • Quarterly Written Observations
  • Quarterly Strategy Meeting
  • 1 Blog, 500-700 words/month
  • 2 Social Media Posts/week
  • 1 Newsletter, up to 700 words/month
  • Does not include virtual assistance
Inquire about Strategic Programs

We're so much more than admin

The few tasks we CANNOT assist with:

  • We are not a receptionist service, but we can refer reputable receptionist services if you'd like. It's just not our wheelhouse.

  • We cannot trade investments as we do not hold the necessary licenses.

  • We cannot run finger-printed background checks to be associated with a broker-dealer. It creates conflict of interest for our existing clients and creates additional liability.

  • We cannot qualify prospects for advisors.

The critical tasks we CAN assist with:

  • We can be front-office or back-office! We're usually front-office for RIAs that do not currently have an operations person and back-office for larger firms that have an established operations team or a COO who already runs the show. Clients love us and advisors want to be us!

  • We love financial planning only firms, but we thrive best with firms who offer investment management since we speak the same lingo as your custodian (and, we enjoy it!).

  • Fintech, custodial paperwork, meeting prep, meeting follow up, client communication, admin support, we can do it all!

  • Primary custodian experience includes Charles Schwab, Fidelity, TD Ameritrade, and SEI.

  • Electronic signatures are our jam.

Your planning expertise doesn't stop with you.

Comprised of CFP(r) candidates, CFP(r) professionals, and experienced financial advisors, we curated the perfect blend of financial planning professionals to create a planning team you'll love.

Inquire about Paraplanning Solutions

Is data entry getting you down?

Join our Planning Only service for time-strapped advisors who need assistance gathering, inputting, and ensuring quality data across platforms.

Work with a dedicated virtual paraplanner

Input data entry into your financial planning software-of-choice (our primary experience is MoneyGuide, eMoney, AssetMap, HolistiPlan, or RightCapital)

Ensure quality assurance across platforms

Minimum of 12-hours per month for $65 per hour (by retainer)

Excess hours above retainer amount for $80 per excess hou

Retainer hours do not rollover

Requires only monthly commitment

SEO Optimization

Marketing Strategy

Inquire about Planning Only