Strategy-First Programs
Strategy-First Programs
We recommend a Strategy-First Program (SFP) for financial advisors who are not comfortable creating or managing a marketing strategy and need strategic consulting. Combine a SFP with digital marketing virtual assistance to fulfill your biggest marketing demands.
Brand Alignment
$900 per month
Ongoing, 3-month engagement
- Up to 3 assets per month
- Quarterly brand alignment review
- Templates
- Letterhead
- Business cards
- Social media graphics
- Lead magnets
- Presentations
- Website edits (limited)
- Website ads
- Logos
- Email campaigns
Podcast Production
$1,499 per month
Ongoing, 3-month engagement
- Up to 3 professionally edited, mixed podcast episodes per month
- Up to 60 min per episode
- Quarterly podcast analytics review
- Editing + adding intro and outro
- Adding sponsored messages
- Volume matching to industry standards Ums, ahs, and restarts trimmed and removed ID3 tagging
- Edits added at specific timestamps
- Music added at specific timestamps
- Sound effects added at specific timestamps
- Streamline show notes
Social Media Management
$1,199 per month
Ongoing, 3-month engagement
- Up to 3 platforms of your choice
- Up to 12 unique posts a month, duplicated on each platform
- Quarterly social media marketing strategy review
- Monthly analytics report
- Quarterly performance report
- A dedicated social media manager
- Editorial calendar
- Social media profile setup
- Use of hashtags to grow visibility and engagement
- Priority email support (All updates will be processed within 24 hours)
- Google review monitoring