Done-for-you marketing and prospecting for Financial Advisors
Month-to-month and compliance friendly – starting at only $499!
Discounts available for members of:
Targeted Prospecting
Reach your exact ideal prospect
No matter what your target looks like, we will find them and reach out directly on your behalf. Everything is included:
Webinars / In-Person Events
Whitepapers and Guides
Email and Linkedin Campaigns
Website and Social Media
Build a compelling brand
We will be driving so much traffic your way, it's important to have a polished online presence! Everything is included:
Website
Social media content
SEO and AI optimization
Our Process
Why our clients love working with us:
Our services are all "done for you". Together we decide on strategy, but execution is all on us.
We do the work, you approve content
Compliance ready
Easy pricing. Scale up only when you're ready
Simple and predictable ROI
Get high quality consultations booking on your calendar or calling your office. Our platform learns which prospects are most likely to convert and updates to improve your lead quality.
Get high quality prospects calling your office and booking on your calendar
15+
Leads per month
2+
Clients per month
10x
ROI
14
Years experience
Our Services
Online Presence
The foundation of your digital marketing
• Custom website
• Get 5-star reviews
• Social media content
Lead Generation
High quality prospects calling your office
• Google ads
• Facebook ads
• Retargeting campaigns
Prospecting
Done-for-you outreach
• 1,000 prospects / mo
• Custom messaging campaign
• 1:1 outreach
Your Marketing Roadmap
Everything a modern RIA needs to retain more clients
upgrade as you grow
Flexible Plans
foundation
$ email us!
Google profile optimization
5-star review generation
Missed call instant SMS
Basic logo design
Local SEO analytics
Monthly posts on Google
No contracts - cancel anytime
expansion
$ email us!
Everything in Foundation
Custom website design and build
Monthly posts on Facebook
Monthly posts on Linkedin
Website hosting
Custom domain
No contracts - cancel anytime
domination
$ email us!
Everything in Expansion
Google Ads campaign
Facebook ads campaign
Retargeting campaign
Google Screened verification
Custom landing pages
No contracts - cancel anytime
Seamless integration with your existing tools
Bill Promes
Austin Creek Capital
"Zeke and team were able to get my ranking up to #1 in my local area. I was very pleased with the results!"
Josh Albert
Albert Financial
"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!"
Hear From Our Clients
Revenue growth is the best way to erase stress
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month-to-month | starting at $499 | compliance friendly
CONTACT
RESOURCES
LEGAL
Tango Advisor MarketingTM is a leader in website and marketing services for the financial and insurance industries. Our services are used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents, and Brokers to create and manage compliant and user-friendly websites and marketing campaigns.
Information on this site is intended to be educational in nature only and should not be used as a substitute for professional legal counsel.
Copyright 2025. Tango Advisor Marketing. All Rights Reserved.
7200 Wisconsin Ave. #500
Bethesda, MD 20814
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Read Our Latest Blogs
Picking your niche, part 1: being “Actionable”
Discover the first critical step in choosing a profitable niche for financial advisors: ensuring it's 'Actionable.' Learn how to evaluate potential niches using Tango's R.P.A. framework (Relevant, Pro... ...more
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April 24, 2025•3 min read
Prevent Unwanted Changes to Your Google Profile
Did you know literally anyone can make changes to you Google Business Profile, wikipedia style? Learn how to make sure you get notifications to reject unwanted changes before they go live. ...more
Marketing
November 07, 2024•1 min read
WordPress and WP Engine Drama: Why Financial Advisors Should Pay Attention
Is your wealth management website at risk? WordPress' drama with WP Engine could be damaging your site performance without you even knowing. Learn how this crisis impacts your business—and what you ca... ...more
Marketing
October 23, 2024•3 min read
"Referral Season" is Here. Do These 3 Things Now to Make Sure Referrals Find You
Ensure referrals can find you easily online with these 3 must-do updates for your Google Business Profile. Don’t miss out on potential clients! ...more
Marketing
October 16, 2024•3 min read
Ideas for Improving Your Sales Metrics
A high performing sales system is crucial for the success of an RIA. Marketing, in this context, serves as a tool to help you improve your sales metrics at each step of your sales funnel. ...more
Marketing
October 16, 2024•5 min read
Facebook's New Ad Policies for Financial Advisors: No More Shortcuts
Meta’s new ad guidelines for financial advisors bring big changes. Gone are the days you could use shortcuts, learn how to maximize your marketing impact on Facebook and Instagram while staying compli... ...more
Marketing
October 11, 2024•4 min read
Contact
5509 Burling Ct. Bethesda, MD 20817
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