Virtual CMO For RIAs

We help financial advisors get even more clients using social media.


Virtual CMO For RIAs

We help financial advisors get even more clients using social media.


“Stopping advertising to save money is like stopping your watch to save time.” – Henry Ford


How does it work?

We partner with advisors like you to build a sustainable and scalable marketing strategy for your practice that produces predictable AUM and revenue. We do this by focusing on the three core activities it takes to produce consistent results.

1


Identify your ideal client

First we dive in and learn who your ideal client is and we meet them where they spend the most time online.

2


Attract your ideal client

Once we find your ideal client we invite them to engage with you using an irresistible offer that speaks to them.

3


Convert your ideal client

Using the power of video and persuasive copy we invite your ideal client into your funnel and voila! They become a real client.


Two awesome plans

Whether you need online lead generation or you're looking to fill up your seminars, we have a plan for you. 

Need one on one help?

Check out our consulting

Seminar Marketing

Flat fee pricing for monthly seminars

$2,500/month

+ $500 one time set up fee

* Ad spend not included


We do all of the work and you show up, do your presentation and book appointments.

Features

  • Host up to 4 seminars each month
  • You own the funnel
  • We use your branding
  • Email & SMS confirmations
  • Email & SMS reminders
  • Real time RSVP notifications
  • Customized landing pages
  • Customized registration forms
  • Creative landing page copy
  • Facebook ad set up & management
  • Creative Facebook ad copy
  • Unlimited Facebook ad creatives
  • Custom analytics dashboard
  • Human call confirmations

Learn more

Webinar Marketing

Live or automated webinars

$2,000/month

+ $500 one time set up fee

* Ad spend not included


We offer a variety of funnels designed to generate leads online.

Features

  • Host up to 4 webinars each month
  • You own the funnel
  • We use your branding
  • Email & SMS confirmations
  • Email & SMS reminders
  • Email & SMS webinar follow up
  • Real time RSVP notifications
  • Customized landing pages
  • Customized registration forms
  • Creative landing page copy
  • Facebook ad set up & management
  • Creative Facebook ad copy
  • Unlimited Facebook ad creatives
  • Custom analytics dashboard

Learn more


Check out our resources

Download our guides to get a full breakdown on how we can help you get even more qualified attendees to your webinars and seminars. 


Webinar marketing guide

Get insights on how we deliver qualifed appointments for webinars.


Seminar marketing guide

Get insights on how we deliver qualifed appointments for seminars.


50+ advisors love us!

A few kind words from some of our partners.

Jude Wilson
Wilson Group Financial
"Our firm has worked with Chris for a couple months now and we are extremely grateful for his expertise and insight."
Aaron C.
Financial Advisor
"Prospect quality has been excellent in my first couple of workshops, where I spent maybe $2,500 in advertising and closed over $1,000,000 in annuity premium." 

Check out our blog

Insights + actionable tips

>