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AdvisorPath FAQs

Content marketing is a relatively low cost and scalable way to build brand awareness and trust, attract quality leads, and grow your client base. By leveraging the power of the Internet, you can reach more people and position yourself as an authority in your field without ever leaving your office.


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.

No problem! If you don’t want to set them up yourself, we can do it for you for an additional, one-time setup fee.

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 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 on your own. However, if you experience any issues or have trouble accessing your AdvisorPath content, please email lauren@leftfieldinsights.com.

We encourage you to set a reminder to download new content as soon as it’s posted. In addition, we’ll send you an email as soon as the new month’s content is available. Once new content is posted, the prior month’s content is archived. If you forget to download your content before it’s archived, 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.

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