Free financial advisor marketing tools and resources

Marketing tools for financial advisors that help you decide what to rank for, what to publish, and what a new client is worth, with the compliance side covered.

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Financial advisor SEO keywords tool

213 keywords your prospects search, with Ahrefs volume, difficulty, and cost per click. Filter by category, intent, and difficulty, then export.

Get the Keywords

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Is your metro area still open?

We work with one advisory firm per metro area. Check yours in 10 seconds and get a free snapshot of where you show up in Google’s local listings.

Check My Metro

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The SEC Marketing Rule and your website

What an RIA can and cannot publish: testimonials, reviews, third-party ratings, performance, and the record keeping behind all of it. Primary sources linked.

Read the Guide

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Client value calculator

Assets times fee times years. Plug in your own numbers and see what one new client is worth against a flat $1,500 a month.

Run the Numbers

Ready to stop renting prospects and start owning your pipeline?

Get a free audit of your firm's online presence. We'll show you where you stand on Google and in AI answers, what your top three local competitors are doing, and what it would take to start booking qualified consultations.

You'll talk to me, Patrick.
Not a sales rep.

Get a Free Audit Or check if your metro area is still open