Hourly Financial
Advisor Marketing
Program

Because you aren’t the same as AUM advisors!

How is Marketing different for
Hourly Financial Advisors?

How are the marketing needs of an Hourly Financial advisor
different from AUM, commission, or “dual hat” advisors?

  • Can meet the needs of clients with held-away assets such as 401ks, real estate, or illiquid assets
  • Usually not taking custody of client assets; planning is more of a focus than investments.
  • Can get referrals from AUM advisors and advisors who do not accept clients with no investable assets. Marketing to peers is often a very viable strategy for hourly planners.
  • Greater opportunity for specialization or niche focused marketing campaigns directed at less desired populations, because there is not an AUM minimum
  • Tend to be smaller and streamlined than other RIA firms, which can allow for more flexibility
  • Can leverage personalities of individual advisors more, less reliance on the corporate brand
  • Can benefit more from mission-based/client-friendly/cause-related messaging
  • Need to have lower client acquisition costs because the lifetime value of each client is generally lower
  • More likely to Do-It-Yourself than outsource of hire an inhouse, dedicated marketing person
  • Able to articulate fees more clearly, which can directly improve the strength of value proposition
  • More likely to incorporate transparency into other area of business model which can quicken the pace of trust building

What it Costs

$150

A MONTH

Too much? Starter – Just the monthly Hourly Advisor Marketing 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

Sign up here.

What you get

47 “written-for-you” Financial Advisor sales messages you can send to prospects, centers-of-influence, and reporters on social media or email.

One “written for you” content marketing piece of 500 words or more a month that you can post on social media, post on your website, or send as an email newsletter to prospects.

Financial Advisor Marketing Plan ebook

One 60 minute Hourly Advisor Mastermind workshop a month. Replay is available if not able to attend. Topics will include:

  • How to get your hourly financial advisor website to rank on Google
  • How to get leads as an hourly financial 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

One 60 minute LinkedIn webinar a month

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.

One PDF report detailing the SEO performance of your website.

Care to chat?

Send me an email answering
these questions

Not sure?

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

Scroll to Top