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

AdvisorMarketing Pro - Starting at $1,400/month

For the small investment advisory firm, the perennial challenge is standing out in a crowded market and winning the business that could be theirs. In a very competitive marketplace, the small advisor needs to implement practical, actionable marketing tactics in order to win its share of investment or wealth management business. Two industry experts, Advisors Trusted Advisor, a division of The Collaborative, and Wealth Management Marketing, have partnered to offer all-inclusive marketing support to small advisors. Firms with 1 to 10 advisors seeking marketing infrastructure and business-building expertise will benefit from the combined package, which offers:

• Customized positioning and messaging
• A competitive advantage translated to marketing materials
• A tailored strategic marketing plan
• Tactical and specific hands-on marketing support on an ongoing basis

This package combines the development of a strategic value proposition and positioning with tactical, hands-on marketing implementation and support – at a price you can afford. The package offers:

• An assessment of current positioning and marketing vis-à-vis the competitive landscape
• Recommendations for a customized value proposition
• Creation of marketing materials
• Development of a marketing plan
• Tactical implementation
• Ongoing monthly support

Advisors Trusted Advisor and its parent company have provided sales and marketing support to advisors for over 15 years. Wealth Management Marketing is a firm dedicated to offering specific support to advisors on marketing tactics. The two firms combine strategic and tactical knowledge to create an all-in-one marketing solution for the small advisor.

Stop losing the new business opportunities that should be yours. Start increasing awareness of your firm’s expertise beyond where it is today. Contact us at 1-888-710-5870 to learn more about AdvisorMarketing Pro today.