Save time dealing with a financial services industry and tech expert. With this unique combination, of both backgrounds, we provide advisors with professional in-depth insurance and investment content with the latest digital marketing strategies to help them grow their business.
Professional website created by financial industry experts.
- Templated website with up to 2 hours of customization
- Content by CFP, CLU, CHS, EPC Industry professionals
- Marketing Plan
- Personalized Branding
- Responsive Website
- Site Archiving
- Dedicated Support
- Daily Backups
- Daily Scans
- Uptime Monitoring
- Theme Updates
- Plugin Updates
- Up to 30 minutes changes per month
Managed Website & Email Marketing
Professional website and monthly email newsletters sent to your prospects and clients.
- Everything included website
- Email Newsletter Setup
- Personalized monthly e-newsletters to clients and prospects
- Detailed analytics on your email newsletter including open and click rates
Managed Website, Email Marketing & Social Media
Professional website, monthly e-newsletters, plus up-to-date social media.
- Everything included website and email newsletter
- LinkedIn Profile Optimization
- Facebook Company Page Setup
- Twitter Cover Image
- Weekly LinkedIn posts
- Weekly Facebook posts
- Weekly Twitter posts