Left Field Insights

Free Consultation

Customized Financial Advisor Content Marketing

We offer a variety of customized financial advisor content marketing solutions.

Please note that a monthly strategy fee of $350 is included for all clients, regardless of how many services are selected. This fee includes ongoing consulting and strategy design, content calendar development, and quarterly analytics. (This fee is for customized financial advisor content marketing services only. AdvisorPath clients do NOT pay a strategy fee.)

Content Marketing Services

Please email lauren@leftfieldinsights.com to request pricing.

  • Original Blog Post Writing

    We write original content for your website that aligns with your brand and is written for your target audience (approx. 700-1,000 words per article)
    Includes research, copywriting, image selection, SEO/keyword optimization, one round of edits, and posting

  • Podcast/Video Production

    We polish your podcast audio or video and create the relevant content to accompany your episode
    Includes audio/video edits, thumbnail creation, show notes, transcription, and publishing

  • Infographic/Digital Download

    We create an original, on-brand lead magnet to accompany your blog post, podcast episode, or video so you can capture more email addresses through your website
    Includes research, design, copywriting, opt-in offer copy, two rounds of edits, and posting

  • Social Media Content

    We create and post social media content to help you build trust and authority, grow your audience, and promote your firm and other digital marketing activities

  • Digital Newsletter Development

    We design, create, and send your digital newsletter to stay front-of-mind with clients and prospects

  • Original White Paper/E-Book

    We develop a thoroughly researched branded white paper or e-book on a topic that directly impacts your target audience

To learn more, please schedule a free consultation.
Schedule a Call

Client Testimonials

Here’s what our awesome clients have to say about working with Left Field Insights.

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, Curtis Financial Planning
Cathy Curtis, CFP® Founder, Curtis Financial Planning

I considered many of the biggest names in advisor marketing before deciding to work with Lauren. I didn’t like anything that the larger firms could bring to the table for me because it looked so similar to what everyone else was doing. Lauren brought a fresher perspective to the equation and has been able to help me create unique, on-brand content that truly resonates with my target audience. I value Lauren as a member of the team and look forward to our continued partnership.

Anh Tran, CFP®
Anh Tran, CFP® Managing Partner, SageMint Wealth

I started working with Lauren because I was looking for someone skilled in marketing, who has also walked in our shoes and understands what we do day in and day out. I’ve seen a significant uptick in backlinks and traffic to our website due to the quality content Lauren produces for us. Lauren is highly organized and always on target with her deliverables, which is my highest priority. She’s a great brainstorming buddy as well, someone I can call and say, hey, I’m thinking about pivoting this way. What do you think? It’s been very valuable to me as a business owner to be able to develop a marketing strategy with someone who understands what I’m trying to do. If you’re a financial advisor looking to provide excellent, original content that uniquely displays your voice, Lauren is the perfect person for the job!

Michael Mezheritskiy, Milestone Asset Management Group
Michael Mezheritskiy President, Milestone Asset Management Group

Lauren has been instrumental in getting my firm's marketing plan off the ground. She is highly skilled as a writer and is knowledgeable about all things social media. She is a top-tier professional and is both responsive and patient in ensuring that her content is aligned with my objectives and firm brand. I’m so grateful to have her on my team!

Lindsey Cooksen, Cooksen Wealth
Lindsey Cooksen, CFP® Founder, Cooksen Wealth

I just signed up for my second year with Lauren and she has been a great addition to our team! Lauren has a unique understanding of how to balance our marketing material with financial advisory content. She does so much for us, including podcast production, scriptwriting, blog content, email marketing, social media, and SEO analysis. I truly feel that Lauren is our Marketing Department, allowing me to focus time on clients and business development. I love delegating to Lauren because I have 100% trust in her and her value.

Brett Fellows, Oak Capital Advisors
Brett Fellows, CFP® Founder, Oak Capital Advisors

Lauren has become one of my most valued partners when it comes to thinking through high-level business and marketing strategies. She challenges me when it matters and helps me execute new plans when the time is right. Every independent financial advisor needs a competent collaborator like Lauren to help them anticipate problems and opportunities from a fresh perspective.

Tanya Nichols, Align Financial
Tanya Nichols, CFP® Founder, Align Financial