AdvisorPath™ Subscription Content Marketing for Financial Advisors & RIAs
AdvisorPath™ subscription content marketing is the simplest, most cost-effective way for busy financial advisors to develop a compelling digital presence. Each month you’ll receive high-quality, done-for-you content and a detailed action plan to successfully implement your content marketing strategy. Or if you prefer, we’ll execute it for you.
How AdvisorPath™ Content Marketing Works
Subscription Content Marketing for Financial Advisors & RIAs
Subscribing to AdvisorPath™ content marketing is as easy as 1-2-3. Start building your digital presence immediately!
Choose Your Plan
Select your AdvisorPath™ subscription plan and check out securely via Stripe and SendOwl.
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Access Your Content
After you subscribe, you'll receive a link to your personal download page where you can access your first month's content. We notify you via email when new content is available for you to download each month.
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Start Publishing!
Start sharing content with your audience as soon as you're ready. If you subscribe to AdvisorPath™ Premium, we'll contact you directly to coordinate account access.
AdvisorPath™ Plans & Pricing
Pay quarterly and cancel anytime. Or choose to pay annually in advance and get a 30% discount. AdvisorPath™ Standard is only available as an annual subscription plan.
AdvisorPath™ Standard
- Year-round access to AdvisorPath™ content bank
- All blog articles are already optimized for SEO
- Professionally designed social media images for major holidays and to promote blog articles
- Implementation instructions
AdvisorPath™ Plus
- Everything included in AdvisorPath™ Standard +
- 1 new blog post/month on a timely topic
- Quarterly market review
- 8-12 social media posts (including captions) per month relevant to current month's blog topic and National Days/Holidays
- Bonus content to share via your website, newsletter, or social media pages
AdvisorPath™ Premium
- Everything included in AdvisorPath™ Plus +
- We implement for you
AdvisorPath™ Standard
- Year-round access to AdvisorPath™ content bank
- All blog articles are already optimized for SEO
- Professionally designed social media images for major holidays and to promote blog articles
- Implementation instructions
AdvisorPath™ Plus
- Everything included in AdvisorPath™ Standard +
- 1 new blog post/month on a timely topic
- Quarterly market review
- 8-12 social media posts (including captions) per month relevant to current month's blog topic and National Days/Holidays
- Bonus content to share via your website, newsletter, or social media pages
AdvisorPath™ Premium
- Everything included in AdvisorPath™ Plus +
- We implement for you
Choose the AdvisorPath™ Plan that Best Meets Your Budget & Goals
AdvisorPath™ Standard
Get year-round access to our AdvisorPath™ content bank, which includes dozens of evergreen blog articles and social media posts. New content is added each month. You post the content you want according to your schedule.
AdvisorPath™ Plus
Get year-round access to our AdvisorPath™ content bank, plus new content each month that's relevant to the news, markets, economy, and/or calendar. You post the content you want according to your schedule.
AdvisorPath™ Premium
Get year-round access to our AdvisorPath™ content bank, plus new content each month that's relevant to the news, markets, economy, and/or calendar. You choose the content you want and we post for you, so you never fall behind on marketing.
AdvisorPath™ Plans & Pricing
Pay quarterly and cancel anytime. Or choose to pay annually in advance and get a 30% discount. AdvisorPath™ Standard is only available as an annual subscription plan.
AdvisorPath™ Standard
- Year-round access to AdvisorPath™ content bank
- All blog articles are already optimized for SEO
- Professionally designed social media images for major holidays and to promote blog articles
- Implementation instructions
AdvisorPath™ Plus
- Everything included in AdvisorPath™ Standard +
- 1 new blog post/month on a timely topic
- Quarterly market review
- 8-12 social media posts (including captions) per month relevant to current month's blog topic and National Days/Holidays
- Bonus content to share via your website, newsletter, or social media pages
AdvisorPath™ Premium
- Everything included in AdvisorPath™ Plus +
- We implement for you
AdvisorPath™ Standard
- Year-round access to AdvisorPath™ content bank
- All blog articles are already optimized for SEO
- Professionally designed social media images for major holidays and to promote blog articles
- Implementation instructions
AdvisorPath™ Plus
- Everything included in AdvisorPath™ Standard +
- 1 new blog post/month on a timely topic
- Quarterly market review
- 8-12 social media posts (including captions) per month relevant to current month's blog topic and National Days/Holidays
- Bonus content to share via your website, newsletter, or social media pages
AdvisorPath™ Premium
- Everything included in AdvisorPath™ Plus +
- We implement for you
AdvisorPath™ Evergreen Content Bank Includes:
As of September 2023
Plus new articles added each month!
Plus new images added each month!
If you’re unsatisfied after your purchase, please email us to see how we can make it right. By continuing you agree to our Terms and Conditions.
Download Free Blog Articles & Social Media Posts
Please complete the form below to download your free content.
AdvisorPath™ Content Marketing FAQs
According to eMoney’s 2020 Consumer Marketing Survey, 42% of people start their search for a financial advisor on search engines like Google. In addition, 63% of those surveyed said insightful and educational content from a financial advisor would make their marketing stand out. AdvisorPath is a simple and cost-effective way to consistently post high-quality content that improves your visibility, search engine rankings, and credibility.
Search engine optimization (SEO) is the process of improving the quality and quantity of website traffic to a website or a web page from search engines. SEO keywords are the words and phrases in your digital content that make it possible for people to find your site via search engines like Google. Well optimized content uses keywords that are relevant to your target audience. Since each AdvisorPath blog post is optimized for appropriate keywords, your website is more likely to be found and visited by people who can benefit from your services.
All content covers evergreen and timely financial planning and investment management topics targeted towards high earning/high-net-worth individuals planning for or in retirement.
New content is posted by the 5th of each month. In addition, you can expect bonus guides and resources to be posted throughout the year.
Most SEO experts agree that it takes about 4-6 months to see meaningful improvements in your organic website traffic due to search engine optimization. In addition, the more consistently you post new content, the better your results will be over time. That said, since we also provide you with social media posts and digital newsletter content to direct people to your site, you may see an uptick in traffic even sooner.
We try to give you all the information you need to successfully implement your content marketing strategy. However, if you experience any issues or have trouble accessing your AdvisorPath content, please email lauren@leftfieldinsights.com.
Yes. If you decide to change subscription plans, current prices will apply. Please email lauren@leftfieldinsights.com if you want to switch your plan.
We offer a 30-day refund policy for first-time AdvisorPath customers. Please review our AdvisorPath Terms & Conditions for more information.
If you’d like to cancel your membership, please email lauren@leftfieldinsights.com.
Lauren took the initiative to lay out an ongoing marketing and communications plan for me and has kept me on track towards my goals for over a year now. I no longer worry that I’m not doing enough marketing or that I’m not communicating enough with my clients. Her background in financial services is a huge plus as she understands the RIA industry very well. Adding Lauren to my team has been a very smart decision for me, and I’m looking forward to many years of this partnership.
Cathy Curtis, CFP® Founder, Curtis Financial Planning