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    • About Us
      • Our Team
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      • Marketing Firms
    • Insights
      • Blog
      • Get AdvisorFit
    • Contact Us
    • Schedule a Call
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Lexicon Content Development

Custom Content marketing to grow your Advisory firm

Custom Content marketing to grow your Advisory firm Custom Content marketing to grow your Advisory firm

creating custom content for the financial industry

create custom original content for financial advisor marketing

1. Creating Custom Content

1. Creating Custom Content

1. Creating Custom Content

  • Blog Posts
  • Articles
  • Newsletters
  • E-books
  • Website Copy
  • White Papers


Create a memorable online presence with written content that is clear and engaging.  Your website, blog, and social media pages are usually a client's first interaction with you and your business. What do they say about you? 


Time has tested and proved that canned content does mor

  • Blog Posts
  • Articles
  • Newsletters
  • E-books
  • Website Copy
  • White Papers


Create a memorable online presence with written content that is clear and engaging.  Your website, blog, and social media pages are usually a client's first interaction with you and your business. What do they say about you? 


Time has tested and proved that canned content does more harm than good. Sending out another cookie-cutter retirement newsletter is sure to turn even the warmest leads ice cold. 


Today, potential clients are looking to make a personal connection. In content marketing, we foster this connection by publishing content that reflects your brand identity and works to engage the specific individuals in the niche you serve. 

email campaign online marketing and social media marketing for financial advisors

2. Getting it Out There!

1. Creating Custom Content

1. Creating Custom Content

  • Email marketing campaigns
  • Automated Emails
  • Automated Sales Funnels
  • Landing Pages
  • Lead Magnets (gated content)
  • Branded Social Images


Do you know what separates successful marketing efforts from failing ones? Consistency and quality. These are the names of the game in financial advisor content marketing.


Frequently publishing helpful and original 

  • Email marketing campaigns
  • Automated Emails
  • Automated Sales Funnels
  • Landing Pages
  • Lead Magnets (gated content)
  • Branded Social Images


Do you know what separates successful marketing efforts from failing ones? Consistency and quality. These are the names of the game in financial advisor content marketing.


Frequently publishing helpful and original information improves website SEO, establishes you as an authority in your field, fosters good relations with existing clients, and gains your audience's trust. 


The goal is to stay on your audience's mind, gain their trust, and make the human connection that ultimately leads to client conversion. In the digital domain, we use the  tools above to achieve that goal.


Services and Pricing

Monthly Package Options

Lexicon Lite

$700 / month

  • 2 Blog Articles 
  • 600 - 900 words each 
  • SEO & Keyword Optimized 
  • 2 Licensed Images*


*customized images avail. upon request for added fee

Lexicon Essential

$2,200 / month

  • 2 Blog Articles (with images)
  • 2 Email Campaigns to your contacts to promote the published articles (incl. one monthly newsletter if you choose)
  • 4 Social Media Posts (customized, branded images & captions)
  • Editorial Calendar 
  • Topic Keyword Optimization
  • 3 rounds of edits for all content
  • Organic Social Media Management*
  • Website Management for new content
  • Quarterly Marketing Calls to review analytics & KPI reports


  • $1,000 additional set-up fee assessed in first month (see what's included)


*ads avail. as add-on

Advisor Coaching

In each one-hour session we will cover an aspect of content marketing you want to tackle. I'll share my expert knowledge, provide relevant resources, and offer technology recommendations to help you get started. Then, after our call, I'll send you a list of follow-up actions you'll take to get the ball rolling.

One-Hour Session

$425

Popular Coaching Topics Include:


  • Social Media Best Practices
  • Building a Content Calendar
  • Organizing a Team to Co-Collaborate on Content Creation
  • Starting and Maintaining a Blog
  • Setting the Advisor Website Up to Collect Leads
  • Nurturing Leads with Email Marketing
  • Writing, Designing, and Implementing a Lead Magnet
  • Leveraging a Podcast or Webinar to Collect Leads
  • Paid Social Media Advertisements

Á la Carte Services

Á LA CARTE BLOG ARTICLES

$350

WHITE PAPERS AND EBOOKS

$5,000 - $7,000

LANDING PAGE

$400

LEAD MAGNETS (1-2 pages)

$400 / piece

Guides, How-tos, Checklists (Raw Content, Unformatted)

LEAD MAGNETS (1-2 pages)

$700 / piece

Guides, How-tos, Checklists (Formatted)

AUTOMATED DRIP EMAIL CAMPAIGNS

$250 / email

Minimum 6 Emails Required per Campaign

WRITING & EDITING HOURLY

$300 / hr

WEBSITE CONTENT

TBD

Priced per Scope of Work

BROCHURES, GUIDEBOOKS, WORKBOOKS, TRAINING CURRICULUM

TBD

Priced per Scope of Work

Let's Chat!

Schedule A Call

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