Ongoing Marketing Consultation & Creation

I just want to hire someone to do it for me.

Your past marketing hasn't been successful and you're tired of wasting time and money

This is exactly what I’m here for. To learn about you and your business and to execute on your behalf a plan that works.

You have a pretty good idea of what you should be doing but DIY marketing isn't your thing

Content marketing is what I believe in, and it works—but it’s a commitment. Let me handle the marketing while you concentrate on your growing business.

You've plateaued. You have a great business but just don't know how to generate more new conversations

I’ll help you create and execute a strategy that has prospective clients reaching out to you – not the other way around.

What's in it for you?

What successful content marketing looks like

Prospects are coming to you

Prospects don't have a lot of questions, they know your services

Clients are proud to refer you

On your discovery calls, prospects feel like they already know you

When your prospects are ready to hire, you're who they call (you're top-of-mind)

You're proud of it

Why Choose Corey Keating Marketing?

Ongoing Marketing Consultation & Creation

If you’ve been poking through the site, this is repetitive—but bears repeating:

I’ve been in the financial services industry for almost 20 years. I speak the language and know the business.

My goal is to help you generate new conversations with your ideal prospects and to help you showcase a business that you’re proud of.

We’ll do that through elite level marketing activity and content distribution by putting attention grabbing content in front of your ideal audience where they spend their consumption hours.

I’ll get to know you, your business, your ideal clients, and your long-term goals. From there we’ll develop a plan that solidifies you as their top-of-mind financial advisor, so when they’re ready, you’re the one they call.

How it works

Introductory Call

A 15-minute call to learn how it works, ask your questions, and decide if we’re a good fit

Working together

I learn about you, your business, your current client, ideal future clients, and your long-term goals. From there we’ll develop a plan.

Through our consultations we’ll create the message foundational toward executing on our strategy and I’ll curate that message into elite level content, ready to share.

Staying on track

We’ll work together to continually improve and evolve your marketing and content strategy over time.

Ongoing Marketing Consultation & Creation

$4,000.00/month

No contractual commitment.

However I do ask that content clients plan on working together for at least 3-4 months as it takes time to develop a solid marketing foundation and for it to begin taking hold. 

There’s an additional monthly cost for small teams and boutique asset managers. 

Ongoing Marketing Consultation & creation

Questions I help you answer

How content makes your intro meetings a “lock”

What are successful advisors doing that I’m not?

Marketing: Where should I spend and where am I wasting?

Are these activities a waste of my time?

How long does content marketing take to work?

I’m not sure I’m ready for video, what are my other options?

What type of content will we be focused on, and why?

I don’t think my ideal clients are active on social, so now what?

Newsletters and email, does it work?

$4,000 is a lot. Will it be worth it?

If you have a successful business, want to take it to the next level, but feel like you’ve plateaued, here’s the question you should ask yourself:

“What’s your plan to take it to the next level?”

I’ve worked and talked with hundreds of you and here’s what I’ve seen and heard firsthand.

You have a great business and most of your ideal prospects would hire you, the problem is they’re not aware of you. Currently your business is likely growing in one or two ways, organic market performance (rising tide lifts all ships) and referrals (sporadic).

What we’ll do through content marketing is identify your ideal prospect, build a community/network that allows us to communicate with them, and then we’ll push your message and value in front of them consistently.

What's stopping you?

What is the cost of NOT bringing in an expert? Can you afford to:

Hiring a professional is never free, but it’s worth it to stand out. In fact, the 2024 Kitces Marketing Study found that even though marketing and client acquisition is getting harder, “Advisors who are able to differentiate in a crowded landscape still see superior growth metrics by their ability to stand out.”

It’s true that this is not a done-for-you service. Completely hands-off marketing services are no better than the cookie-cutter templates when it comes to custom financial strategies. They just don’t work.

I need your help because I can’t put words in your mouth, and I can’t talk about your services like you can. Everything we create together needs to be authentic to you and your business to be effective.

But I will be with you every step of the way to guide you. To tell you what kind of content you should be making, what kinds of things you should be saying, and who you should be talking to. I’ll show you what to do and how to do it. I’ll make it as easy on you as I can.

And once you produce your raw content? I’ll take it and turn it into high-quality professional content that attracts prospects ready to work with you!

There is some time involved in creating the raw content foundational to the professional-level content I’ll produce for you. But that time is minor in comparison with the time it would take for you to:

You will have to dedicate some time to your marketing, but not nearly as much as you would if you were doing it all on your own.

If you’re not talking about your business, no one is.

Are you tired of the cold outreach, inconsistent pipelines, and hoping for referrals? Are you ready for a serious marketing strategy that really works? Schedule your 15-minute discovery call now to ask your questions and see if we’re a good fit.