Financial Advisor Marketing Plan
Compliance reviews every ad, and compliance has never written a policy.The approved version can still be the one that works.
Ten questions about your licensing, your book and where clients come from now. You get back a written plan for your market – what to run, what it costs, what to fix first.
- Google & Meta Partner
- 2,500+ campaigns
- 15+ industries
- Sherman Oaks, LA
Four things quietly taking money off the table.
Compliance is the reason the creative is boring.
Every claim, number and testimonial goes through review, so most firms settle for a logo and a phone number. Approvable and effective are not opposites, but somebody has to write for both at once.
You bought that lead. So did four other agents.
Aggregators sell the same form fill down a list until somebody closes it. You are dialing a person who has already been pitched twice this hour.
Your targeting does not match your licences.
Campaigns leak spend into states and product lines you cannot legally write. Geo and product structure has to mirror the licence map or you are paying to disappoint people.
Trust is the whole product and it takes more than one touch.
Nobody moves a retirement account off a single ad. Without a nurture sequence and a real reason to meet, the first click is also the last one.
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What a marketing team costs, and what you get instead.
A single mid-level marketing hire runs six figures all-in before you have bought a click. You still need a media buyer, a designer, someone who can write, and someone who has run this category before. The alternative is not cheaper by accident. It is cheaper because the bench already exists.
- One salary, one skill set
- Ramp time before anything ships
- Learns your category on your budget
- Holiday, sick leave, turnover
- You manage them
- Media buyer, designer, writer, strategist
- Live inside two weeks
- 300+ brands since 2009, 15+ industries
- Google, Meta, Shopify and TikTok partner
- We manage it. You read the number.
A licensed producer told to also run marketing — Their hours are worth more in front of clients. Media buying, review-safe creative and appointment tracking are a separate craft with their own approval cycle.
Not our words.
We were a startup with great clients, but we needed to increase our brand awareness. They rebuilt our website on WordPress from the ground up, increased our SEO, and designed a new logo. They also assisted us with PPC ads and managed our AdWords account.
They really felt like an extension of my marketing team instead of an outside agency. I was happy to see great results in a short period of time and complete transparency with weekly reports, clear goals, and realistic timelines.
I have been through three agencies in the past five years and Tack Media has proven themselves to be a top leader in all things Digital. I have a multi location medical office and they have really helped elevate me through the ranks in the eyes of Google.
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What actually moves insurance & financial advisors.
A short answer to one narrow question – what happens to my premium after a claim – builds more trust than any brand film.
The advisor on camera, face and name, outperforms a stock family photo. People hire a person, not a firm.
One webinar cut into ten clips fills more calendars than the live webinar did.
Traffic is the easy half.
Doubling conversion rate is cheaper than doubling spend, and it compounds against every channel you are already paying for. This is where we start, not where we finish.
A pre-approved creative library
Push thirty assets through review at once so campaigns are never waiting on the compliance queue.
Book the meeting on the page
A calendar with real open slots beats a form promising a callback within one business day.
Cost per closed policy or funded account
Lead cost means nothing when close rates vary five to one by source.
Campaigns built by state and line
Structure the account around what you are licensed to sell so every dollar lands where you can write.
Twenty minutes. Pricing on the same call.
Tell us the number you are trying to hit and by when. We will tell you straight whether we are the right team, and what it costs, before you hang up.
Book the 20-minute call 310-620-1141
