Simple pricing,
no hidden fees.

Whether you’re an advisor and know what you want to accomplish from a marketing perspective, or you don't know where to start, we can help your practice.

No setup fees. Each element of the platform is exclusive to you through your membership.

THE BENEFITS

What The Platform Provides

1-on-1 Onboarding

Upon signing up, you’ll receive a 60-minute consulting session, along with one 30 minute check-in every month.

A Clear, Concise Plan

We provide you with a full marketing plan which includes an audience persona, what content you should be creating, what channels you should market on, and how to execute on everything.

Unlimited Ready-to-Go Content

You receive access to ready-to-go, downloadable content that can be sent and deployed directly from the platform or by adding it to your website. Add your branding, send it out. Done.

Weekly Accountability Tracking

Each week, we give you simple steps to take and items to tackle, based on your goals and strategy, to keep you pushing forward.

All-Access to Coaching Lab

We enable your marketing through on-demand, digital coaching modules covering a number of marketing topics. This allows you to access them anywhere, anytime, getting up to speed at your own pace.

One-Click Email Campaigns

You can schedule out pre-built email campaigns to custom lead lists through our campaign functionality allowing you to reach clients and prospects easier.

PRICING

Find the Perfect Plan for Your Practice

For the advisor who’s a marketing expert, but needs the extra help

We give you the content and tools to help you execute your marketing

$99.99

/month

Strategy
- 1-on-1 discovery session
- Marketing plan guidance & template
Website
- On-demand coaching on how to optimize your website, including messaging, SEO, and navigation
Marketing
- Unlimited ready-to-go content
- Out-of-the-box ad copy & creative
- Unlimited ready-to-send email campaigns
Coaching
- Quarterly 30-minute coaching call
- All-access to coaching hub
Ongoing
- Campaign advisement

For the advisor who wants a marketing partner to build it together

Best Value

We help you market your practice

$299

/month

Strategy
- 1-on-1 discovery session
- Custom marketing plan
Website
- Form optimization, advertising pixel, and tracking optimization
Marketing
- Unlimited ready-to-go content
- Unlimited ready-to-send email campaigns
- Out-of-the-box ad copy & creative
- Online advertising oversight via screen share
- 30 minutes of content editing and copywriting per month
Coaching
- Monthly 30-minute coaching call
- All-access to expert marketing coach
- All-access to the online coaching hub
Ongoing
- Marketing measurement
- Campaign advisement

For the advisor who wants to outsource most of our content creation and ad management

We manage your marketing for you

$1,500

/month

Strategy
- 1-on-1 discovery session
- Custom marketing plan
Website
- Form optimization, advertising pixel, and tracking optimization
Marketing
- Unlimited ready-to-go content
- Unlimited ready-to-send email campaigns
- 1 premium, done-for-you article per month
- 1 custom ad per month, including copy and creative
- 1 freemium eBook or Guide (5-6 pages) per quarter
- Social media management, including 12 custom social media posts per month to Facebook, LinkedIn, Twitter
- Full advertising management
- One hour of content editing and copywriting per month
Coaching
- Monthly 30-minute coaching call
- All-access to expert marketing coach
- All-access to coaching hub
Ongoing
- Marketing measurement
- Campaign management