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The Complete Marketing System for Financial Advisors

Retain clients with consistent newsletters. Attract new clients with local media placement. Build AUM with both.

The Meeting Driver

Newsletter Program

FINRA-reviewed market insights delivered to your clients weekly. Keep them engaged, informed, and ready to meet.

Essential

$197/month

Perfect for advisors starting their content journey

  • 1 newsletter per month
  • Market Outlook focus
  • FINRA-reviewed content
  • Email delivery system
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MOST POPULAR

Elite

$247/month

Bi-weekly touchpoints to stay top-of-mind

  • 2 newsletters per month
  • Market Outlook focus
  • FINRA-reviewed content
  • Email delivery system
  • Priority support
Get Started

Enterprise

$297/month

Weekly engagement with planning-focused content

  • 4 newsletters per month
  • 3 Market Outlook newsletters
  • 1 Week 4 Planning Topic
  • FINRA-reviewed content
  • Email delivery system
  • Priority support
  • Dedicated account manager
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What Makes Enterprise Different?

Week 4 Planning Topics transform your newsletters from informational to actionable. Each month, your fourth newsletter focuses on financial planning themes that prompt client meetings and deepen relationships.

Example Topics:

  • • Annual Financial Check-In
  • • Tax-Smart Strategies Before You File
  • • Mid-Year Planning Review
  • • Estate Planning Made Simple

Each Topic Includes:

  • • Clear call-to-action for meetings
  • • Behavioral finance insights
  • • Life milestone planning
  • • Risk management guidance
The Lead Generator

Local Authority™ Program

Turn your FINRA-reviewed newsletters into media placements. Be the financial voice your community trusts.

What's Included

  • Media Mapping & OutreachWe identify and pitch up to 4 local outlets in your geography
  • Content AdaptationYour Market Outlook newsletters transformed into editorial articles
  • Ongoing ManagementWe handle editor relationships and submission schedules
  • Performance ReportingMonthly summaries with placement metrics and reach data

Local Authority™

$297/month

Add to any newsletter plan

Recommended Combination:

Enterprise + Local Authority

$594/month

Complete marketing system: retain + attract

Learn More

Compare All Plans

FeatureEssentialEliteEnterpriseLocal Authority™
Monthly Price$197$247$297+$297
Newsletters per Month124—
Market Outlook Content—
Week 4 Planning Topics———
FINRA-Reviewed
Email Delivery System—
Local Media Placement———
Up to 4 Media Outlets———
Priority Support—
Dedicated Account Manager——

Ready to Build Your Marketing System?

Schedule a demo to see how Build AUM can help you retain clients and attract new ones.

Schedule Your Demo