Launching independently
Establish a clear message and a coordinated presence from the beginning.
RIA Brand & Visibility Starter Pack
Your expertise deserves a stronger online presence.
Whether you're launching independently or sharpening an established practice, we turn your expertise into a professional website, a custom lead magnet, and content that sounds like you—with full compliance review included.
You share your expertise. We handle the creation, coordination, and launch.
In collaboration with RIA Compliance Group
Your website
A presence that reflects you
Your expertise.
A clearer picture.
Your audience. Your approach. Your story.
Clear positioning
A useful next step
A retirement readiness checklist
Before You Retire
A practical checklist for your income, investments, and next chapter.
8 LinkedIn posts
Your perspective, in your words.
Useful ideas from your interview, shaped for your audience.
2 articles
Room to go deeper.
One connected website, guide, and content foundation.
Who it's for
A fresh start for your marketing, at any stage of your career.
Established but underexposed
Bring your public presence up to the standard of your experience.
Building a sharper specialty
Help a specific audience understand why you're relevant.
For an individual advisor within a firm or a small RIA's lead spokesperson, with the firm's approval.
The setup package
One interview. A connected brand and marketing foundation.
Interview-led, grounded in your LinkedIn profile, existing website, published materials, and references you share.
A profile built around you
A 45-minute recorded interview informs your audience, verified facts, core messages, and voice. You approve the advisor profile before production.
A more considered first impression
A refreshed headline, About section, and one branded banner that reflect your positioning.
A clear place to send people
A one-page website with your positioning, services, approach, biography, booking integration, a gated lead-magnet signup form, and a simple article section.
A useful reason to stay connected
One custom lead magnet—a whitepaper, checklist, or practical guide—researched, written, and designed for your audience. Includes gated signup setup in your chosen email platform, connection to your website, and one automated email delivering the PDF download link.
Something to say from day one
Eight LinkedIn posts and two articles, created from your approved profile and interview.
Finished, reviewed, and handed over
Full compliance review, required corrections, and documented review. Publishing, functional checks, account handoff, and a simple distribution plan.
Does your firm already have a website? We can build a focused landing page or advisor microsite to complement your firm presence. A full corporate rebuild is separately scoped.
A useful idea, made tangible
A retirement readiness checklist
Before You Retire
A practical checklist for your income, investments, and next chapter.
Example guide for prospective retirement clients · Customized to your audience
The custom lead magnet
Give interested prospects a useful next step.
Some visitors are ready to book. Others want useful information first. We create one lead magnet around a concern your audience actually has, then set up gated signup and automatic delivery of the PDF link.
- Choose the topic A focused question for your audience.
- Research and write Your input, shaped into useful guidance.
- Design the PDF A branded guide worth keeping.
- Set up signup and delivery A gated signup form connected to your website, with one automated email containing the PDF download link.
The included content and launch plan help you share it consistently. A guide alone doesn't create traffic or appointments.
How it works
You provide the expertise. We turn it into finished work.
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Interview and discover
One 45-minute conversation and your relevant existing materials.
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Define and approve
Confirm your audience, positioning, voice, and guide topic.
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Create and review
Website and content production, coordinated feedback, and compliance review.
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Launch and continue
Publish, test booking and guide-delivery paths, then choose your monthly option.
Typically 1–2 weeks after complete intake. We move fast. Prompt feedback and approvals from your team keep launch on track.
Example project
A focused advisor website
Clear audience. Clear message. Clear next step.
A focused personal presence
See the structure in practice.
A personal advisor page that connects a defined audience, clear positioning, a useful guide, and a direct path to book a conversation.
Your Starter Pack brings those pieces together around your expertise—with positioning, writing, guide creation, and initial content included.
View the Live ExampleOptional ongoing content
Keep showing up without starting from a blank page.
A 20–30-minute monthly interview becomes four LinkedIn posts and one article, using your approved profile.
$500/month total. Hosting and covered archiving included.
Interview
4 posts + 1 article
Review & approve
Publish
One consolidated revision round is included. At least one post connects naturally to your guide. A brief summary covers published work and available website visits, guide requests, and booked conversations where tracking permits.
Part of the package
Full compliance review included.
Your website copy, lead magnet, delivery email, articles, and LinkedIn posts go through a dedicated compliance review process before publication. Required corrections are included.
Review
Flag
Refine
Pricing
A defined setup. A clear choice afterward.
The complete setup
RIA Brand & Visibility Starter Pack
$2,495 one-time
- Advisor profile and LinkedIn refresh
- One-page website and article section
- One custom lead magnet with gated signup and delivery
- Eight LinkedIn posts and two articles
- Full compliance review and corrections
- Publishing, handoff, and distribution plan
50% upfront, 50% before launch.
One advisor or lead spokesperson, one audience, one brand.
After setup, choose one
Hosting & Archive
$50 /month
Hosting, routine technical upkeep, and covered website archiving. No recurring content production or substantive revisions.
Interview & Content
$500 /month total
One interview, four LinkedIn posts, one article, compliance review, publishing, and brief reporting.
$500 total, including hosting and covered archiving.
Two consolidated setup revision rounds; compliance corrections included. A new audience or offer after strategic approval, multi-advisor rollouts, and full corporate rebuilds are separately scoped.
Domain registration, lead-magnet system software, and paid platform subscriptions are separate and paid directly by you. Monthly services are billed in advance with 30 days' cancellation notice. Ongoing content is optional.
Looking for a broader ongoing marketing program?
Our managed marketing service covers ongoing content, search and AI visibility, and Google Business Profile work.
Marketing, technology, and RIA compliance expertise, working together.
RIA Marketing Engine brings together marketing and technology experience with the RIA compliance expertise of RIA Compliance Group. The collaboration connects content, visibility, and compliance considerations around the needs of advisory firms.
Meet the team and explore the collaborationFrequently asked questions
A few practical details.
Is this only for new advisors?
No. It also supports established advisors refreshing their positioning or developing a specialty. “Starter” describes the beginning of this marketing initiative.
What if the firm I work for already has a website?
We can build a focused landing page or advisor microsite to complement your firm presence. A full corporate rebuild is separately scoped.
How much of my time is needed?
An initial 45-minute interview, relevant materials, profile approval, and consolidated feedback. The optional monthly interview takes 20–30 minutes.
Do you create and set up the lead magnet for me?
Yes. We develop the topic, research and write the content with your input, and design one branded PDF. We also set up the signup form in your email platform, connect it to your website, and configure one automated email containing the PDF download link.
Is compliance review included?
Yes. Compliance review and required corrections are included. Our review process helps identify marketing and disclosure issues and prepare content for your firm’s approval. Your designated reviewer retains final sign-off.
What happens after setup?
Choose $50/month hosting/archive or $500/month total for interview-led content, including hosting/archive. The content retainer is optional. New guides and website rebuilds are separately scoped.
Do I own the website and content?
Yes. You own the domain, website assets, created content, and email audience, subject to third-party platform terms. Domain registration, lead-magnet system software, and paid platform subscriptions are separate and paid directly by you.
How long does it take?
Typically 1–2 weeks after complete intake. We move fast. Prompt feedback and approvals from your team keep launch on track.
Will this guarantee new clients?
No. It creates a stronger foundation, useful content, and clear contact paths. Distribution, audience fit, and other factors affect results.
Let's build your next chapter
Ready to put your expertise to work online?
Let's talk about your audience, your current presence, and what a stronger foundation could look like.