Establishing Advisory Authority

SEO & Local Search strategies built specifically for financial advisors & wealth management.

SEO captures searches from prospects researching financial planning and advice while demonstrating expertise.

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74%
of high-net-worth individuals research advisors online before engaging
Source: Spectrem Group
$84T
wealth transferring from Baby Boomers to younger generations through 2045
Source: Cerulli Associates
63%
of advisors say client acquisition is their biggest growth challenge
Source: Kitces Research

What's Included

  • Service pages for retirement planning, wealth management, etc.
  • Educational content addressing financial planning questions
  • Google Business Profile optimization with credentials and services
  • Niche-specific content targeting specialist positioning

Real-World Results

See how financial advisors businesses achieve results with Sapt.

Pre-Retiree Focus

Advisor wants to specialize in helping people 5-10 years from retirement plan their transition.

Result

Content marketing addressing pre-retirement concerns plus targeted advertising to 55-65 age demographic.

Pre-retiree consultations increased 150% within 12 monthsAverage new client AUM increased significantly

Next-Generation Relationship Building

Advisor's client base is aging and children don't continue relationships, risking asset attrition.

Result

Programs engaging adult children of clients plus content targeted at younger inheritors.

Next-gen family member engagement increased from 15% to 55%Retained 78% of inherited assets (vs. industry average 30%)

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