Pricing and options for any size firm

Choose Integrated Solutions Or A La Carte Products

For efficiency, websites, e-newsletters, and social are integrated with our content, but a la carte solutions are also available. ​

Integrated Advisor Marketing


Marketing automation to reach clients via email and social media with thought leadership content, building your brand on idea consistent with professional's values. A proprietary secure portal integrates with portfolio reporting, MoneyGuide Pro, and Redtail, enabling you to manage external communications in one place

A La Carte Solutions ​


If you already have a website and email newsletter, downloadable versions of our articles and video content in Word, PDF, HTML, and MP4 files are available a la carte. In addition, our secure client vault integrated with advisor portfolio management, MoneyGuide Pro and Redtail can be added to your current marketing website.

 

Integrated Advisor Marketing Solutions

BASICWebsite Only
$118per month
Buy Now
STANDARDWebsite and Email Marketing
$209per month
Buy Now
PREMIUMWebsite, Email and Video Marketing
$267per month
Buy Now
FAME 3.0Financial Advisor Marketing Engine
$300per month
Buy Now
Client
Portal
$450per month
Buy Now
Portal Plus
$567per month
Buy Now
︾ COMPARE PLANS ︾
  BASIC STANDARD PREMIUM
 
 FAME 3.0
 
 CLIENT
PORTAL		 PORTAL
PLUS
EZ website editor​
✓
✓
✓
✓
✓
  ✓
SEO Friendly​
✓
✓
✓
✓
✓
  ✓
Compliance workflow​
✓
✓
✓
✓
✓
  ✓
10 financial calculators​
✓
✓
✓
✓
✓
  ✓
Google Analytics​
✓
✓
✓
✓
✓
  ✓
Investment articles weekly​  
✓
✓
✓
✓
  ✓
Financial planning articles weekly​  
✓
✓
✓
✓
  ✓
Email newsletter​  
✓
✓
✓
✓
  ✓
Automated lead generation widgets​  
✓
✓
✓
✓
  ✓
Videos​    
✓
✓
✓
  ✓
Video narration​      
✓
✓
  ✓
25 financial calculators​      
✓
✓
  ✓
Social media dashboard​      
✓
✓
  ✓
Animated GIFs and tweets​      
✓
✓
  ✓
A4A presentations transcribed​      
✓
✓
  ✓
Weekly two-minute scripts      
✓
✓
  ✓
15-minute scripted PPTX presentations quarterly      
✓
✓
  ✓
AdvisorVault:​        
✓
  ✓
   PortfolioCenter​          
✓
   Redtail​          
✓
   MoneyGuide Pro​          
✓

 Content-Only Advisor Marketing Solutions

Downloadable Word, PDF, HTML & MP4 Files​

INVESTMENT
ARTICLES
$80per month
BUY NOW
PLANNING
ARTICLES
$80per month
BUY NOW
VIDEOS
$80per month
BUY NOW
ARTICLES &
VIDEOS
$180per month
BUY NOW

A La Carte

COMPETITIVE INTELLIGENCE REPORTS
Platinum (10 competitors)
$3,000
Gold (6 competitors)
$2,000
Silver (3 competitors)
$1,500
Bronze (1 competitor)
$750
Annual Review
85% of original fee

 

DOWNLOADABLE CONTENT
Weekly Investment Articles
$80 per month
Weekly Planning Articles
$80 per month
Videos
$80 per month
Articles & Videos
$180 per month

 

ADVISOR LEADS & LANDING PAGES
Landing Page Enhanced Intelligence Report, strategic domain and email capture form
$500
SEO Landing Page Enhanced Intelligence Report, strategic domain, email capture, plus custom SEO copy
$1250
Add email address collection tools to site (collection windows upon site entry and exit)
$350
Creation of LinkedIn Lead Generation program (1,500 prospects)
$1500

 

THOUGHT LEADER PRESENTATIONS
Fritz Meyer
$600 per year
Bob Keebler
$600 per year
Craig Israelsen
$600 per year
Monthly Slide Shows Bundle (Meyer, Keebler and Israelsen)
$1500 per year

 

CUSTOMIZABLE VIDEO LIBRARY
Pre-produced weekly videos, customized with logo, picture and audio
$250 per qtr

 

SOCIAL MEDIA
Creation of company page on LinkedIn, Facebook or Twitter
$400 each
Creation of video brand Channel
$400
Creation of year-long social media marketing plan
$750

 

SEARCH ENGINE OPTIMIZATION
Creation of company page on LinkedIn, Facebook or Twitter
$400 each
Creation of video brand Channel
$400
Creation of year-long social media marketing plan
$750

 

SECURE CLIENT DOCUMENT PORTALS
Secure document sharing portal for advisors, clients and other professionals
$500 per qtr

 

DIGITAL ADVERTISING
Google AdWords campaign
$750
Facebook advertising campaign
$350
LinkedIn advertising campaign
$350

 

BRAND DEVELOPMENT
Newsletters
Email sales@advisorproducts.com for pricing.
Logo Design
Email sales@advisorproducts.com for pricing.
Stationery 
Email sales@advisorproducts.com for pricing.
Brochures 
Email sales@advisorproducts.com for pricing.
Presentation Folders
Email sales@advisorproducts.com for pricing.
“OUR SITE IS A GREAT REFLECTION OF OUR BRAND, AND REALLY HELPS US STAND OUT FROM THE CROWD. ”

- Innovative Financial

Experience the Difference.

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