Left Field Insights

AdvisorPath™ Turnkey Content Marketing

AdvisorPath™, our subscription turnkey content marketing solution, is the simplest and most cost-effective way for busy financial advisors to develop a compelling digital presence. Each month you’ll receive done-for-you content that appeals to your target market, as well as a detailed action plan and best practices for how to successfully implement your strategy. Establish yourself as an authority and attract more prospects without losing focus on your clients and day-to-day responsibilities. 

AdvisorPath Features

Done-For-You Original Content

Each month, you'll receive original content for your website, social media pages, and newsletter that's thoroughly researched by a CFA® charterholder and written to meet regulatory compliance standards.

Implementation Guide & Best Practices

We give you a monthly posting schedule and step-by-step instructions for how to execute your content for best results, including SEO keyword optimization and hashtags for social media.

Additional Resources & Exclusive Bonuses

As an AdvisorPath subscriber, you'll have access to our members-only digital marketing resource library. In addition, Annual Plan subscribers receive exclusive bonuses at sign-up and throughout the year.

All Subscribers Receive:

Monthly Action Plan

Includes detailed instructions for when to post your content and how to use it most effectively.

Blog & Social Media Posts

Each month, you'll get two original blog posts, edited and optimized for SEO to improve your local search rankings, and related social media posts to promote them to your network. All content is targeted towards high-earning/HNW savers and investors planning for or in retirement.

Digital Newsletter Content

Formatted for your email marketing platform to stay front-of-mind with clients and prospects every month.

Annual Subscriber Bonuses:

Annual Digital Marketing Plan

Includes day-by-day instructions for how to implement your strategy, with space to include your own digital marketing activities.

Annual Content Calendar

Lets you know which topics to expect all year so you can plan accordingly.

Analytics Template

Includes worksheets to track the performance of your marketing strategy monthly, quarterly, and annually.

Locked-In Pricing

Your subscription renews at your starting price every year.

Turnkey Content Marketing Subscription Plans & Pricing

Month-to-Month Plan

Annual Plan (30% Discount)

Monthly Action Plan

2 blog posts/month

8 social media posts/month

Monthly digital newsletter content

Access to resource library

Annual digital marketing plan

Annual content calendar

Analytics template

Locked-in pricing

Exclusive bonuses throughout the year




Cancel anytime

1-year commitment

We offer a 30-day refund policy for first-time subscribers. By continuing, you agree to our AdvisorPath Terms & Conditions

Frequently Asked Questions

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.