Daily Posting
Stay top-of-mind with prospects
Compliant Content
Retirement, investments & Medicare
Educational Posts
Build trust as the expert
We Respond
Never miss a potential client
Everything You Need to Grow Your Practice
Complete social media management that generates qualified leads across Johnson County while you focus on client portfolios. No more late nights trying to figure out what to post.
Compliant Content That Builds Trust
Professional posts covering retirement planning strategies, investment insights, Medicare enrollment periods, tax-advantaged accounts, market updates, and financial tips — all designed to position you as the trusted local expert.
Posted at Peak Times
Strategic posting when Johnson County prospects are actually scrolling. We post across Instagram, Facebook, and LinkedIn at optimal times — ensuring maximum visibility when Olathe, Overland Park, and Leawood residents are researching financial advisors.
Never Miss a Qualified Lead
We respond to comments and DMs promptly — capturing inquiries while you're meeting with clients. Every "Can you help with retirement planning?" gets answered fast, so high-value prospects don't slip away.
Educational Videos & Stories
Short videos that explain complex topics simply. Quick tips on retirement savings, Medicare timelines, investment strategies — the educational content that makes prospects think "I need to work with them."
Track What's Working
Clear monthly reports showing post reach, engagement rates, follower growth, and most importantly — how many consultation requests came from social. Data-driven strategy adjustments to maximize your ROI.
Your Brand, Amplified
Every post reflects your professionalism and expertise. Consistent colors, tone, and messaging that make you instantly recognizable. Look like the established, trustworthy advisor you are.
Simple Monthly Pricing
Every package includes content creation, daily posting, inquiry response, and monthly reporting. Prepay discount: 10-30% off based on months prepaid.
Starter
For new advisors
- Instagram, Facebook, LinkedIn
- 2 posts per platform/week (24 total/month)
- Educational stories & content
- Compliant content creation
- Comment & DM management
- Monthly analytics report
Growth
For growing practices
- Everything in Starter
- 3 posts per platform/week (36 total/month)
- Educational video content (2/month)
- LinkedIn article ghostwriting (1/month)
- Quarterly content strategy session
- Social media account setup & optimization
- Detailed performance analytics
Professional
For established practices
- All Growth features
- Daily posting (12 posts/platform/month, 48 total)
- Educational video content (4/month)
- LinkedIn articles (2/month)
- Monthly content strategy call
- Branded content templates (30+ designs)
- Professional headshots (annual, 1 person)
- Priority support & faster response times
Note: All content is compliant and submitted for your approval before posting. We work within your firm's regulatory guidelines.
Professional Add-On Services
Amplify your results with targeted advertising and advanced content creation.
Meta Ads Management
Facebook & Instagram advertising to reach pre-retirees and retirees in Johnson County. Hyper-targeted campaigns with compliance review included.
LinkedIn Ads Management
Target high-net-worth professionals, business owners, and executives. Lead form optimization and monthly analytics included.
Video Content Production
Professional filming for educational videos, client testimonials, office tours, and speaking engagements. Compliant content that builds trust.
Compliance Note: All content and advertising is created with financial industry compliance in mind. We work with you to ensure all posts meet your firm's guidelines and regulatory requirements.
Frequently Asked Questions
What platforms do you post on?
We post on Instagram, Facebook, and LinkedIn — the three platforms where Johnson County prospects research financial advisors. Instagram and Facebook reach retirees and pre-retirees in Olathe, Overland Park, and Leawood. LinkedIn targets high-net-worth professionals and business owners across Kansas City.
Is the content compliant?
Yes. We create educational, compliant content and work with you to ensure everything meets your firm's guidelines and regulatory requirements. All content is submitted to you for approval before posting.
Do I need to provide content or photos?
We handle content creation based on your areas of expertise (retirement, investments, Medicare). You review and approve the monthly calendar. Want professional headshots and office photos? We offer photography services as an add-on.
Can I approve posts before they go live?
100%. We send you a monthly content calendar showing every post scheduled. Review it all at once or check in weekly — whatever works for you. Request changes anytime. Nothing goes live without your approval.
What if I want to cancel?
Prepaid packages are non-refundable, but we're flexible — pause service for up to 60 days if you need. Month-to-month plans just need 30 days notice to cancel.
Do you offer paid advertising management?
Yes. Meta Ads target retirees and pre-retirees in your exact service area — zip code level targeting for Olathe, Overland Park, Leawood, and beyond. LinkedIn Ads reach high-net-worth professionals. TikTok Ads engage younger investors. All compliant and pre-approved. Contact us for custom pricing.
Stop Losing Clients to Advisors With Better Social Media
You focus on growing wealth. We make sure everyone in Johnson County knows you're the trusted local expert for retirement, investments, and Medicare planning.
Get Started Today