Startup Social Media Marketing for Financial Advisors package
For new and early-stage businesses
- 2 platforms
- 12 posts / month
- 4 Reels / short videos
- Content calendar
- Hashtag & caption strategy
- Monthly insights report
LinkedIn thought leadership, market updates and practical money tips. Built for financial advisors, accountants and wealth managers. Plans from CA$1,250/month. Serving businesses across Canada with pricing in CAD.
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People choose a financial advisor, accountant or wealth manager on trust and expertise. LinkedIn thought leadership, market updates and practical money tips.
Everything included in your plan — planned, delivered and reported every month.
Content pillars built around what your audience cares about.
Posts and Reels planned and approved in advance.
On-brand graphics and short-form videos.
Scheduled at the best times for your audience.
Comments and messages answered in your voice.
Reach, engagement and enquiries reported.
We build your Social Media Marketing around the real searches financial advisors customers make — for example:
Marketing follows financial promotion rules in your market — for example SEC/FINRA in the USA, FCA rules in the UK and SEBI rules for investment advisers in India — and avoids promising returns.
Local pricing in CAD, Canadian English (and French on request), and work done to Canadian rules and standards.
Canada’s federal privacy law for personal information.
Canada’s anti-spam law — strict consent rules for commercial emails and messages.
Additional privacy requirements for Quebec.
India is 9½ to 13½ hours ahead of Canada, so work moves forward overnight and is ready for your morning. Calls are scheduled in your business hours.
Transparent plans for financial services firms, shown in your currency. Start with the plan that fits and upgrade as you grow.
Paid promotion budgets are billed separately. Prices are in US Dollar (USD) and exclude applicable taxes.
Need a custom package? Talk to usWe review your current social media marketing and your competitors.
A plan built for financial services firms, with targets you agree to.
We set up tracking, build what is needed and go live.
Weekly improvements based on real results.
A clear monthly report and next month’s plan.
Real brands we work with — no invented clients or numbers.
Still have questions? Our strategists reply within one business day.
Yes. In many countries Google requires financial services verification first; we help you through it and keep ads within the rules.
Yes — clear, accurate guides that your team reviews before publishing.
Our Social Media Marketing plans start from CA$1,250/month (Startup), CA$2,750/month (Growth) and CA$5,500/month (Enterprise), shown in your local currency. Your proposal confirms the exact scope.
Yes. We work with financial services firms in the USA, UK, Canada, Australia, the UAE, Singapore and India, with pricing in your currency and calls in your time zone.
We focus on what matters to financial services firms: consultations booked, cost per qualified lead, assets or retainers won, expert content rankings — reported every month.
Tell us about your business and goals. We’ll send a tailored Social Media Marketing plan with pricing within 24 hours.
Takes under a minute. We reply within 24 hours.