Packages

Wealth Management Marketing provides independent financial advisors the resources of hiring an entire marketing department at a fraction of the cost of a single employee. Our goal is to provide the strategy and support independent advisors need to execute a comprehensive marketing plan.

For advisors and firms looking to outsource their entire marketing department, Wealth Management Marketing offers three packages. By engaging in one of our packages, Wealth Management Marketing manages ongoing implementation of your annual marketing plan. In addition, all packages include “marketing advocate services,” which means that we will notify a client of any new ideas and opportunities that may be appropriate for a client that were not included in the initial marketing plan.

Hire a Marketing Manager - $2,000/month

The “Hire a Marketing Manager” package is generally appropriate for firms consisting of two to three advisors with AUM ranging from $50 Million to $150 Million. The package includes the following:

• Annual marketing plan (sample of the final deliverable)
• Dedicated marketing manager
• Up to 20 hours of implementation services per month
• Two 1-hour progress meetings per month
• Marketing advocate services

Hire a Marketing Department - $3,000/month

The “Hire a Marketing Department” package is appropriate for mid-size ensemble firms with more extensive marketing needs. This is generally appropriate for firms with up to five advisors with AUM ranging from $150 Million to $300 Million. The package includes the following:

• Annual marketing plan (sample of the final deliverable)
• Dedicated marketing manager
• Up to 40 hours of implementation services per month
• Two 1-hour progress meetings per month
• Marketing advocate services