Content marketing that attracts and engages more qualified leads.
The leadpro plan is your done-for-you content marketing & SEO engine – built to turn website visitors into qualified prospects ready to engage.
Or Book A Call to discover how consistent content drives real business growth.
Is your website working as hard as you?
If you're relying primarily on referrals or finding that marketing takes too much time away from your clients, we can help.
We take the burden of content marketing off your plate so you can enjoy a more predictable lead flow.
The leadpro plan is your complete content marketing engine.
Step away from trial-and-error marketing and step into a proven strategy.
We handle the strategy, creation, and promotion needed to consistently attract, capture, and nurture your ideal financial planning prospects online, freeing you to focus on advising.
The leadpro plan fuels your pipeline with engaged leads.
Get Found ONLINE
+ SEO Optimization
+ Keyword Monitoring
+ Competitor Tracking
Capture Leads
+ Gated Content
+ Landing Page & Opt-Ins
+ Email Scripting
Show your expertise
+ Custom Blog Posts
+ Engaging Social Media Posts
+ Compliance-Friendly Content
Convert to bookings
+ Gated Content Emails
+ Blog Post Emails
+ Email Campaign Tracking
Invest in your firm’s growth.
The leadpro plan is designed to deliver far more value than its cost by building a reliable pipeline of qualified leads.
PLAN INVESTMENT:
leadpro
Get more engaged leads with done-for-you content marketing with no long-term contracts or massive setup fees.
INCLUDES:
Website SEO Optimization
+ Keyword Focused Content
Lead Generating Content
+ Blog Pages & Opt-Ins
+ Blog Posts (1/mo)
Blog Promotion
+ Email Scripting (1/mo)
+ Social Posts (3/mo)
Dedicated Support
+ Monthly Progress Meetings
$0 setup
Starting at $499/mo
Generating real results for advisors like you…
Financial advisor marketing isn't just what we do – it's all we do.
Financial advisor marketing requires a specialized approach. Because this is all we do, we deeply understand the nuances of compliance, the importance of building trust, and exactly how to connect with financial planning prospects.
We handle the complex marketing engine so you can focus on client relationships.
Effortless lead generation? It’s so easy!
Step 1:
Buy Online or Book a Call
Buy online or book your call. We dive deep into your ideal client, firm voice, and map out your custom content/SEO plan.
Step 2:
Create & Optimize
Our team gets to work creating your lead magnet, blog posts, social content, and implementing ongoing SEO tactics.
Step 3:
Launch, Promote & Nurture
We deploy the lead magnet system, publish content consistently across channels, and manage the automated nurturing process.
Your website is live, but is it actually generating leads?
You have a great website—now let’s make sure it’s connecting with the right people.
With the leadpro plan’s done-for-you content system, we help you actively engage ideal prospects and turn casual website visitors into a steady stream of qualified leads ready for a conversation
Have questions? We’ve got you covered.
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While the webpro plan builds your essential online foundation and credibility, the leadpro plan actively generates and nurtures leads. It transforms your website from a passive brochure into a proactive client attraction system using ongoing content marketing and SEO.
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By creating valuable content (blogs, lead magnets) tailored to your ideal client's specific needs and challenges, we attract prospects genuinely interested in your expertise. The included email nurturing sequences then build trust and rapport before they even speak to you.
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Absolutely. Consistently publishing high-quality, insightful blog posts (2 per month) and sharing them positions you as a knowledgeable expert and the go-to authority prospects seek out.
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Yes. While the webpro plan sets the foundation, the leadpro plan includes ongoing SEO optimization fueled by fresh blog content, keyword monitoring, and competitor tracking. This consistent effort helps improve search rankings over time, driving organic traffic.
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Significant time. The leadpro plan is a done-for-you service. We handle the strategy, keyword research, content creation (blogs, social posts, emails), lead magnet development, landing page setup, and ongoing optimization, freeing you to focus entirely on serving your clients.
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Content marketing and SEO are marathons, not sprints. While some results like increased traffic or engagement can appear sooner, expect to see consistent lead flow build momentum over several months (typically 3-6+) as content gets indexed and trust is established.
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Conversion rates vary widely based on the offer, traffic source, and target audience. However, well-designed landing pages with compelling lead magnets typically aim for conversion rates anywhere from 5% to 20% or even higher in some cases. We focus on optimizing for your specific audience.
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No, we don't guarantee a specific number of leads, as results depend on many factors including market conditions, your niche, and sales process. Instead, we guarantee a consistent, high-quality process focused on implementing proven strategies designed to generate qualified leads for financial advisors.
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Minimal. Your primary involvement will be reviewing and approving content topics/briefs, draft blogs, and the lead magnet concept to ensure they align with your voice and expertise. Expect perhaps 1-2 hours per month maximum after the initial strategy phase.
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We believe in collaboration. The process starts with a strategy session to understand your niche and voice. We'll propose topics and concepts based on research, but your input and approval are crucial before anything is created or published.
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You will receive regular (typically monthly) performance reports detailing key metrics like traffic, rankings, leads generated, content published, and work completed, along with strategic insights and recommendations.
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Technical support for the elements we build and manage under the leadpro plan (like the lead magnet landing page and associated email sequences) is included. Just reach out to your main point of contact.
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We use industry-leading tools combined with manual analysis to identify relevant keywords your ideal clients are searching for. Optimization involves integrating these keywords naturally into blog content, meta descriptions, titles, and ensuring technical SEO best practices are applied to content pages.
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Yes, it's custom. Based on our initial strategy session and research, we'll propose a topic and format (e.g., checklist, guide, calculator outline) designed to resonate with your specific target audience. We then create the content and design for this downloadable resource.
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We are proficient with various modern marketing platforms. We typically build landing pages on platforms compatible with your main website and can integrate with most major email marketing systems. We'll discuss the best fit during onboarding.
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Compliance is paramount. We create content with financial industry best practices in mind. However, final compliance review and approval rests with you and your compliance department. We provide all content drafts for your review before publication, allowing ample time for necessary checks and revisions.
Ready to build a consistent, predictable lead generation system?
It's time to implement a proactive, consistent marketing system that fuels your firm's growth. Let’s talk about how the leadpro plan can make that a reality.