Flat Fee Advisor
Marketing

Because you aren’t the same as AUM advisors!

How is Marketing different for Flat Fee Advisors?

How are the marketing needs of a flat fee advisor different from AUM,
commission, or “dual hat” advisors?

What you get

  • How to get your Flat Fee Advisor website to rank on Google
  • How to get leads as a Flat Fee Advisor
  • Pipeline management
  • Social media strategies
  • What’s working and what’s not – live consultation on the webinar
  • Pitch roleplay training sessions
  • What to say in a prospect meeting

30% off ticket price to Immersion2026, the yearly Transparent Advisor Movement in-person event

50% off your first two months of any Wealthtender subscription plan.

20% off monthly or 30% off annually for the first year subscription to Flat Fee Advisors matching tool

One PDF report detailing the SEO performance of your website to help you attract leads from the internet

What it costs

$150

A MONTH

Too much? Starter – Just the monthly LinkedIn webinar and “Written for You” monthly content piece of 500 words or more. Cost: $50/month.

Too little? Premium – Everything in the Basic package, plus a 30 minute one-on-one consultation per month via Zoom. Cost: $250/month

How to Apply

Send me an email
answering these questions.

Not sure?

If you’re not sure if this is for, but still want to receive marketing updates related to Advice-Only marketing, sign up for the newsletter here.

Flat Fee Advisor Marketing Tips

Flat Fee Advisor Practice
Management Videos

Flat Fee Advisor Blogs

Going from AUM
to Flat Fee

Immersion
Conference
Shorts

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