Financial Advisor Marketing Solutions

Leave the heavy lifting to us.

Many RIAs find themselves overwhelmed by marketing.

Keeping up with marketing your RIA can be a daunting task. Blogging, email marketing, social media, podcast editing, website updates, SEO, and more – it's a lot to take on!

That's why we offer ongoing support to RIAs and "plug in" to you firm to become your outsourced marketing partner.

Zephyr Handles the Heavy Lifting

We offer three affordable marketing engagements that help you focus on your clients while knowing that you are building a strong online presence.

We apply a systematic approach that helps you consistently produce quality content that is keyword-driven and targeted for SEO.

Our social media management lets you leave the day-to-day publishing tasks to us while building your own custom social "swipe file" that you can use as an evergreen library of content.

Our broadcasting support helps you launch and deliver a podcast for your audience that will help your prospective clients get to know you and build trust.

We also provide strategic guidance along the way and help you track your success over time.

SEO Quickstart

Monthly fee: $525
  • Weekly keyword-focused content
  • Monthly technical SEO optimizations
  • Keyword research and tracking
  • Monthly speed test
  • Monthly ADA compliance test
  • Backlink opportunity highlights
  • Periodic syndication to Wealthtender

Brand Platform

Monthly fee: $750
  • Weekly keyword-focused content
  • Monthly technical SEO optimizations
  • Keyword research and tracking
  • Monthly speed test
  • Monthly ADA compliance test
  • Backlink opportunity highlights
  • Periodic syndication to Wealthtender
  • Quarterly strategy session
  • Social media management (3 platforms)
  • Build an evergreen social "swipe file"

Content Marketing Machine

Monthly fee: $935
  • Weekly keyword-focused content
  • Monthly technical SEO optimizations
  • Keyword research and tracking
  • Monthly speed test
  • Monthly ADA compliance test
  • Backlink opportunity highlights
  • Periodic syndication to Wealthtender
  • Monthly strategy session
  • Social media management (3 platforms)
  • Build an evergreen social "swipe file"
  • Shorts production from podcast clips for TikTok/IG
  • Paid advertising management
  • Podcast production & coaching

Featured Clients

Logo for Future You WealthLogo for Objective WealthLogo for Artisan Financial PlanningLogo for PlanVestLogo for Rose Wealth AdvisorsLogo for Curated Capital & Planning