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.

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

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