Pricing & 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 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 marketing strategy.
Marketing Plan- $2,000
Our process begins with an initial marketing plan which is completed during the first month of engagement. After the initial plan is complete, you choose a package that provides the services needed to implement the recommended plan.
Hire a Marketing Coordinator – $2,000/month
The “Hire a Marketing Coordinator” package is appropriate for advisors and firms who have basic marketing needs and need help executing their vision.
Hire a Marketing Manager – $3,500/month
Our most popular package, the “Hire a Marketing Manager” package is appropriate for firms who are looking to implement a robust marketing plan.
Hire a Marketing Department – $5,000/month
The “Hire a Marketing Department” package is appropriate for firms who are looking to implement a robust marketing plan with many dynamic projects and urgent requests that require quick turnaround. This package offers access to our full menu of services.
Comparison of Services
Not sure which package is right for you? Use the chart below to compare our packages.
| Hire a Marketing Coordinator |
Hire a Marketing Manager |
Hire a Marketing Department |
|
| Hours Per Month | 20 | 35 | 50 |
| 45-Minute Marketing Meetings | 1/month | 2/month | 2/month |
| Minimum Turn Around Time on Non-Scheduled Projects1 | 5 Business Days | 72 Hours | 24 Hours |
| Dedicated Marketing Team | ✓ | ✓ | ✓ |
| Website Management | ✓ | ✓ | ✓ |
| Copy Editing | ✓ | ✓ | ✓ |
| Graphic Design | ✓ | ✓ | ✓ |
| Social Media Development | ✓ | ✓ | ✓ |
| Social Media Management | ✓ | ✓ | ✓ |
| Basic Survey Creation | ✓ | ✓ | ✓ |
| Blog, Video or Podcast Posting & Promotion | 1/week | 2/week | 2/week |
| Press Release Writing & Online Distribution2 | ✓ | ✓ | ✓ |
| Email Marketing | 1/month | 2/month | 4/month |
| Blog/Newsletter Articles from Library | 2/month | 4/month | Unlimited |
| Discounted Professional Video Services | ✓ | ✓ | ✓ |
| Basic Video Blog Editing3 | ✓ | ✓ | |
| Workshop or Webinar Coordination4 | 1/month | 2/month | |
| Special Event Coordination (e.g. Client Appreciation Events) | 2/year | 4/year | |
| Marketing Copy Writing | ✓ | ✓ | |
| Pitch Book Design | ✓ | ✓ | |
| Direct Mail Campaigns | ✓ | ✓ | |
| Website Design & Copy Writing5 | ✓ | ✓ | |
| Support in the Development and Certification of Continuing Education Programs for COIs | ✓ | ✓ | |
| Presentations, White Papers and Ebooks | ✓ | ✓ | |
| Ghost Writing6 | ✓ | ||
| Monthly Retainer | $2,000 | $3,500 | $5,000 |
1 Actual turnaround time depends on scope of project. Excludes weekends and holidays.
2 Additional fee may apply for press release distribution websites.
3 Includes adding intro and outro slides and music. Maximum video length of two minutes.
4 Excludes venue or catering research and coordination.
5 Excludes programming.
6 Ghost writing services include non-technical, financial planning topics only. Highly technical and investment writing services not provided.
Additional Hours
For firms requiring even more assistance, additional hours can be added to the “Hire a Marketing Department” package in blocks of 10 hours for $1,000.