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Financial Advisor Marketing – Pricing

If you’re in the financial advisor business, this program is for you.

Below, we have outlined what we call a Starter Program that will get your program off and running while generating some immediate results.

We’ve given you a choice of marketing campaigns, plus a landing page as well as some follow-up emails to keep you in touch with leads that don’t close right away.

At the same time, we offer some add-ons to this program – additional campaigns, program enhancements and additional follow-up emails.

If you have any questions, please don’t hesitate to contact Bob McCarthy at 508-473-8743 or bob@mccarthyandking.com.

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Financial Advisor Marketing – Starter Program

Looking for a way to get started … to get some immediate results?

Here’s what our Starter Program includes:

Part 1 – Account Setup

  • Setup Response Tracking Service
  • Setup Google Analytics

Part 2 – Campaigns – Choose one (1)

  • Facebook Ads
  • Google Search Ads
  • Google Banner Ads
  • Direct Mail Campaign

Suggested spend for PPC ads – $20-$30 per day

Part 3 – Landing Page

  • Create a Landing Page & Thank You Page
  • Host on your website or a third-party site
  • Optional – Add testimonials/photos to Thank You Page

Part 4 – Follow-Up Emails

  • Welcome Email
  • Two (2) Drip Emails
  • One (1) Repeatable Branded Email

Costs:  $795 per month – minimum 3 months

Related Links

Google My Business
Google Search Ads
Google Banner Ads
Facebook Ads
Direct Mail
New Homeowner Direct Mail
Print Ads
Retargeting Ads
Google Reviews
Lead Magnets
Sales Materials
Websites
Video Projects
Lead Nurturing Emails

Plus, these optional add-on services

Additional Campaigns

Facebook Ads
@$295 per month

Google Search Ads
@$295 per month

Google Banner Ads
@ $295 per month

Google Local Service Ads
@ $195 per month

Targeted Direct Mail
@ $295 per month

“New Homeowner” Direct Mail
@ $195 per month

Program Enhancements

Retargeting Ads – Google/Facebook
@ $195 per month

Google My Business/Google Maps
@ $195 per month

Google Review Builder
@ $195 per month

Project Location Posting & Reviews
@ $395 per month

Social Media Setup & Posting
@ $395 per month (30 posts)

Lead Magnet Creation
@ $195 per month

Additional Emails

  • Drip Emails
  • Repeatable Branded Emails
  • Holiday Emails
  • Seasonal Promotional Emails
  • On-Demand Emails

Additional 1-5 emails
@ $95 per month

Additional 6-10 emails
@ $145 per month

Additional 11-15 emails
@ $195 per month

Additional 16-20 emails
@ $245 per month