Content can make you a better advisor and attract clients to your firm.
Smart content can educate your clients and show them what you’re about. Your website should be the first place clients go when they need answers to financial questions. The content they find there should be an extension of the advice you give.
That’s why our content is all customized to reflect your point of view. Spend 60-90 minutes on the phone with us each month to give us your perspective on a variety of topics (15-20 minutes per topic) and we’ll update our in-house templates to reflect your point of view. It’s weekly content that adds value to your business, and you don’t have to devote a ton of time or money to the process.
Here’s our fiduciary article on two client sites:
Gen Next is and RIA run by Emlen Miles-Mattingly, who also hosts the Minority Money podcast.
Wealthbridge operates as a hybrid RIA/broker-dealer advisory, and used this piece to explain the basics of what that means for clients.
Pricing
If you want to buy single pieces, we offer a la carte pricing, which you can view in our content library. However, we recommend a six month subscription to help you build a foundational library to help you answer your clients biggest questions.
Six month packages cost a flat $1,200 per month.
Add social media to your package for an additional $300 per month.
Interested in exploring whether a subscription is right for you?