Google rating 5.0, five stars

A marketing service that actually
gets you more AUM.

Good marketing isn’t luck… it’s a formula. See why the smartest financial advisors use Tango.

Trusted by advisors and firms across the country
Finance WisdomLaidLawUBSFINNYKitces.comMorgan StanleyLPL FinancialSavvyStansberryGrantd WealthFarther Ember MartinAshton ThomasPresidioUS Capital WealthCapCoVa

Posting a TikTok every day won’t grow your firm.

You tell us what your ideal client looks like and we'll introduce you to 1,000 of them every month. Compliance friendly, and 100% done for you.

The Tango Solution

(all of this is 100% done for you)

The Tango system
Testimonials

What our clients say.

$800mm+

AUM growth

15+Leads per month
2+Clients per month
10xROI
14Years experience

“My three best clients came from their LinkedIn campaign, and they overhauled our website into something modern, sleek, and professional. I tried SmartAsset and Facebook marketing. Neither was nearly as good as Tango.”

Philip Alford
Philip AlfordFinancial planning and advisory practice
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“Tango has helped me focus on what matters. They made my website ten times better, and they are applying their formula to help my business grow. Zeke makes sure I approve every message and post. Very much worth the investment.”

Emily Langeveld
Emily LangeveldFinancial advisor
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“Zeke and team are phenomenal. Tango brings unique ideas and campaigns to the table and has been instrumental in helping us mature our brand and focus on niches.”

Ryan Walker
Ryan WalkerFinancial advisor
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“After just over a month the results are already clear. The quality and volume of responses I am receiving proves how effective their campaign is. Highly recommend partnering with this team.”

Fred Tan
Fred TanFinancial advisor
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“Zeke and team were able to get my ranking up to #1 in my local area. I was very pleased with the results!”

Bill Promes
Bill PromesAustin Creek Capital
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“Thanks for being patient with us. Double thanks for understanding the Google marketing landscape. I highly recommend Tango for any advisor looking to grow their online marketing presence!”

Josh Albert
Josh AlbertAlbert Financial
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Why do compliance teams love Tango?

Everything we write is designed to follow easy compliance approval.

Quick approvals. No surprises.

A guide submitted for compliance review, with Review and Approve buttons
$499/mo

Starting price. Flat monthly fee, no long term contracts.

Book a call See the plans
  • EasyWe do the work, you approve it.
  • Effective1,000 of your ideal prospects hear from you every month.
  • AffordableNo extra ad budget, no long term contracts.
FAQs

Questions we hear all the time.

Every advisor’s situation is different. Book a call and we’ll address yours directly.

Will my compliance team approve this?

That is what the process is built for. Every guide, email, post and page is written to follow the rules your firm works under, and nothing goes out until your compliance team has reviewed and approved it. Most compliance officers relax once they see the record: every sign-off is on file before anything ships.

Who are you actually reaching out to?

The audience we choose together at the start, one per campaign. Think of it as a list of the people who look like your best clients, by role, firm type, location or life stage. We build the list, write the outreach in your voice, and 1,000 of those people hear from you every month on LinkedIn and email. No shared leads, no purchased lists that a dozen other advisors are working.

What does it cost, and is there a contract?

Plans start at $499 a month, flat, with no ad budget on top. There are no long term contracts. You stay because it works, not because you signed something.

How soon will I see results?

Replies usually start in the first few weeks, once a campaign is live and your profile is polished. Meetings follow as the conversations mature. The system compounds: each month adds prospects who have seen your name, read your guide or joined your webinar, so month six is stronger than month one.

Do you write in my voice, or does it sound like an agency?

In your voice. We start with a strategy session to learn how you talk about your work, and you approve every piece before it goes out. If something does not sound like you, you tell us and it changes.

What happens to the leads?

Every reply lands in your CRM, and we read each one, tag it and organize it so you only spend time on the people who are interested. You get a clean list of warm conversations, not a pile of notifications.