Pricing
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. To accommodate the diverse needs and budgets of our clients, we offer a variety of packages.
Marketing Action Plan - $2,500
Marketing is an ongoing process that consistently takes place over a period of months and years. In order to ensure marketing consistency, a well developed plan is necessary to define campaigns, budgets and timelines. Specifically the action plan will consist of the following:
- Objectives, Strategies & Tactics: Describes the major objectives of the Marketing Plan and tactics to reach these objectives.
- Schedule of Activities: Provides a calendar for communication, events, relationship building activities and collateral development.
- Annual Budget: Estimates the cost of marketing campaigns for one year.
The Marketing Action Plan will be developed in collaboration with the client but may include the following strategies:
- Client Engagement/Communication Campaigns
- Centers of Influence Engagement/Communication Campaigns
- Client Feedback Campaigns
- Online/Social Media Marketing
- Drip Marketing Campaigns
- Networking Strategies
- Community Involvement
- Public Relations
- Seminars
- Advertising
- Radio Shows
- Direct Marketing
- Marketing Collateral Development
Click here to see a sample of the final deliverable.
For advisors and firms looking to outsource their entire marketing department, Wealth Management Marketing offers three implementation packages. By engaging in an implementation package, Wealth Management Marketing manages ongoing implementation of your annual marketing plan which includes all of the services listed on the services page including collateral design and social media packages. 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 Assistant - $1,000/month
The “Hire a Marketing Assistant” package is generally appropriate for firms with annual marketing budgets less than $25,000 and usually consists of a single advisor. The package includes the following:
- Annual marketing plan
- Dedicated marketing manager
- Up to 10 hours of implementation services per month to include:
- Up to 4 hours of graphic design services included
- Two 30-minute or 1-hour progress meetings per month
- Marketing advocate services
Hire a Marketing Manager - $2,000/month
The “Hire a Marketing Manager” package is generally appropriate for firms with annual marketing budgets from $25,000 to $100,000. The package includes the following:
- Annual marketing plan
- Dedicated marketing manager
- Up to 20 hours of implementation services per month to include:
- Graphic design services included
- Four 30-minute progress meetings per month
- Marketing advocate services
Hire a Marketing Department - $4,000/month
The “Hire a Marketing Department” package is appropriate for firms with more extensive marketing needs. This is generally appropriate for firms with annual marketing budgets in excess of $100,000. The package includes the following:
- Annual marketing plan
- Dedicated marketing manager
- Up to 40 hours of implementation services per month to include:
- Graphic design services
- Four 1-hour progress meetings per month
- Marketing advocate services
For advisors and firms looking for assistance creating a marketing plan and ongoing coaching services, Wealth Management Marketing offers a coaching package. By engaging in a coaching package, you receive a marketing plan and the necessary training and accountability meetings required to implement your annual marketing plan.
Hire a Marketing Coach - $650/month
The “Hire a Marketing Coach” package is generally appropriate for firms who have sufficient staff available to implement the campaigns and are looking for someone to help them stay accountable in the execution of the plan. The “Hire a Marketing Coach” package includes the following:
- Annual Marketing Plan
- Four 30-minute or Two 1-hour progress calls or training sessions per month
- Marketing advocate services