Prospect Reconnect

Automated Digital Marketing for RIAs

HOW DOES IT WORK?

Prospect Reconnect – How does it work?

Prospects

Someone visits your site, reads your newsletter or engages with your content.

Reminder Ads

Later, for up to 6 months, they see targeted ads around the web (including Facebook) created by us for your firm.

Connect Directly

Many different types of ads are shown with all of them pointing directly to your firm.

New Clients

You handle prospects through your normal procedures or we help improve your onboarding*, so it is always done your way.

View Features

Get your free marketing audit now

See what other RIAs are doing online

Automatically market to visitors of your site or content

Show targeted marketing material around the web (including Facebook) to prospects for up to 6 months after they visit your site or content.

Fully managed for you

We roll up our sleeves and setup everything for you so you can focus on your clients.

Customized Marketing Content

We are constantly creating new marketing material and ad creative which we customize for your campaigns.

Be seen all over the Web - including Social

Your firm will show up around the web including newspapers, magazines (like Time.com), Facebook and other places prospects visit- on tens of thousands of sites.

View All Features

Features

Built for RIAs by fellow Fiduciaries

Works on all devices

We can tag and advertise on all devices and browsers.

Customized Marketing Material

Use our marketing material that we brand and customize for you.

Prospect Segmentation

Easily segment prospects based on what pages of your site they visit – to customize ads later.

Be seen on the Web & Social

Works with over 500 ad exchanges and 10s of thousands of sites – including Facebook.

Ongoing Reminders

Ads can be shown to prospects for up to 6 months from when they visit your site or customized for shorter duration.

Connect Directly

We don’t get in the way. Ads point back to your firm and website so prospects connect directly to you.

0 Flat fee No hidden costs

0x Increase your reach Complements and expands on traditional referral marketing

0% Completely Managed We handle everything - setup, tracking, ad creative, ad buying, optimization

0s of Opportunities to Reconnect with Prospects around the web

Pricing Plans

A plan for every size firm

Solo Firm

$99

per month when billed annually

* For solo firms
* Up to $75M in AUM
100% managed service
Unlimited website prospect tracking
Unlimited ads shown to prospects
Fully branded ad sets
Run 1 ad set at once
Ads shown around the web

Standard

$149

per month when billed annually

* For 2-4 Advisors
* Up to $300M in AUM
100% managed service
Unlimited website prospect tracking
Unlimited ads shown to prospects
Fully branded ad sets
Run 1 ad set at once
Ads shown around the web

Large Firm

$399

per month when billed annually

* For 5-8 Advisors
* Up to $600M in AUM
100% managed service
Unlimited website prospect tracking
Unlimited ads shown to prospects
Customized / Branded ad sets
Run 3 ad sets at once
Ads shown on the web / Facebook

XL Firm

Call

206-453-0338

Add ons

We know every firm is unique – so tweak our plans

Reconnect on Social

$45

per month

Show ads on Facebook to prospects

Additional Campaigns

$50

per month

Run multiple ad campaigns at once ex: Dentists, Women, Pre-retirement...

Additional Advisors

$75

per month

Add extra advisors to your plan

Custom Ads & Marketing

Call

206-453-0338

Client referrals are your lifeblood. Give clients more opportunities to introduce and share your Firm with their friends by being seen around the web. Be seen on sites they visit like Facebook, various newspapers, Time.com and others.

Ryan

Chief Architect / Co-Designer, previously at multiple RIAs

Digital advertising is the perfect complement to what most advisors rely on now – word of mouth. It provides subtle reminders to prospects and silent visitors, increasing your chance of picking up a new client.