Dealer-Approved Marketing Solutions That Drive Growth
Our Advisor Packages
Our packages* and other services are built for both independent advisors and dealer firms. We offer three packages, each structured to deliver measurable outcomes, plus add-ons for customization.
Foundation
The Essentials: For advisors or small teams who need a credible digital presence.
What’s included:
Basic brand consultation
Access to design resources
One revision on initial concept
Basic chat and support
OUTCOMES: This program provides a consistent, credible digital footprint and advisor-ready content that builds trust with clients.
Growth
ORGANIC ENGINE:
For advisors or dealers ready to scale content development.
What’s included:
Everything in Foundation
Monthly content calendar
Email nurture sequences
Paid social setup & management
Landing pages & lead magnets
Analytics dashboard
OUTCOMES: This program focuses on developing a steady pipeline of organic traffic with robust content to enable business growth.
Market Leader
OMNICHANNEL: For medium sized firms, dealers or top advisors seeking category leadership.
What’s included:
Strategy sprints
Content studio (blogs, guides, thought leadership)
SEO plan & optimization
Multi-channel paid media campaigns
Conversion optimization
Advanced reporting
OUTCOMES: This program provides category presence, compounding organic and paid growth, and a full-funnel system that scales.
Other Services
Beyond our core packages*, we offer specialized services that strengthen your brand, expand reach and support ongoing performance.
Expand your marketing options with:
- Brand development and/or refresh
- Lead generation program
- Compliance content support
- Webinars and advisor training
- PR and light media outreach
- SEO audits and recommendations
- Sales enablement kits
- Marketing automation support
Outcomes:
From
brand refreshes and lead generation
to
SEO audits, advisor training, and compliance content support, these add-on services integrate seamlessly with our packages to help you attract prospects, build credibility and convert opportunities into long-term growth.
*Disclaimer: All projections (leads, conversion rates, ROI) are illustrative and not guaranteed; results will vary based on dealer approval, compliance requirements, audience, budget, and market conditions. Ad budgets, technology platform expenses and print deliverables are estimates and not included in fees.
Compliance Note: All activity is subject to dealer review and approval under CIRO DC Rule 3600. Email and SMS follow CASL requirements for consent, identification, and unsubscribe.
How It Works
Advisors with a defined marketing approach generate 175% more leads each month, onboard 69% more clients every year, and are 89% more likely to convert a social media lead into a client.
AdvisorStream, Financial Advisor Marketing Trends Report, Canada 2024