Advice-Only
Marketing
Because you aren’t the same
as AUM advisors!
How is Marketing different for Advice-Only planners?
How are the marketing needs of an Advice-Only
planner advisor different from AUM, commission, or “dual hat” advisors?
- Can meet the needs of clients with held-away assets such as 401ks, real estate, or illiquid assets
- Planning is the focus, not investments
- Tend to be challenged by the consistent need to find new clients and/or get past clients to come back
- Can get referrals from AUM advisors and advisors who do not accept clients with no investable assets. Marketing to peers is often a very viable strategy for Advice-Only planners.
- Greater opportunity for specialization or niche focused marketing campaigns directed at less desired populations, because there is not an AUM minimum
- Tend to be smaller and streamlined than other RIA firms, which can allow for more flexibility
- Can leverage personalities of individual advisors more, less reliance on the corporate brand
- Can benefit more from mission-based/client-friendly/cause-related messaging
- Need to have lower client acquisition costs because the lifetime value of each client is generally lower
- More likely to Do-It-Yourself than outsource of hire an inhouse, dedicated marketing person
- Able to articulate fees more clearly, which can directly improve the strength of value proposition
- More likely to incorporate transparency into other area of business model which can quicken the pace of trust building
What you get
- 47 “written-for-you” Financial Advisor sales messages you can send to prospects, centers-of-influence, and reporters on social media or email.
- One “written for you” content marketing piece of 750 words or more a month that you can post on social media, post on your website, or send as an email newsletter to prospects.
- Financial Advisor Marketing Plan ebook
- One 60 minute Advice-Only marketing training workshop a month. Replay is available if not able to attend. Topics will include:
- How to get your Advice-Only advisor website to rank on Google
- How to get leads as an Advice-Only advisor
- Pipeline management
- Social media strategies
- What’s working and what’s not – live consultation on the webinar
- Pitch roleplay training sessions
- What to say in a prospect meeting
One 60 minute LinkedIn webinar a month
50% off ticket price to Immersion2026, the yearly Transparent Advisor Movement in-person event
50% off your first two months of any Wealthtender subscription plan.
One PDF report detailing the SEO performance of your website to help you attract leads from the internet
What it costs
$150
A MONTH
Too much? Starter – Just the monthly LinkedIn webinar and “Written for You” monthly content piece of 750 words or more. Cost: $50/month.
Too little? Premium – Everything in the Basic package, plus a 30 minute one-on-one consultation per month via Zoom. Cost: $250/month
How to Apply
Send me an email
answering these questions
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Advice-Only marketing videos
Advice-Only planner practice
management videos
Immersion Conference Shorts
