Done-for-you marketing and prospecting for Financial Advisors
Month-to-month and compliance friendly – starting at only $499!
Discounts available for members of:
Full suite of services
Outgrow your competitors with marketing services that get you clients
Online Presence
Lead Generation
Prospecting
We do the work, you approve content
All services are compliance ready
Easy pricing, scale up when you're ready
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
Leads per month
Clients per month
ROI
Years experience
The foundation of your digital marketing
• Custom website
• Get 5-star reviews
• Social media content
High quality prospects calling your office
• Google ads
• Facebook ads
• Retargeting campaigns
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
$ 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
$ 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
$ email us!
Everything in Expansion
Google Ads campaign
Facebook ads campaign
Retargeting campaign
Google Screened verification
Custom landing pages
No contracts - cancel anytime
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!"
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!"
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
We hear these stories every day: advisors getting kicked out of their profiles, information being out of date (wrong phone number or website), or even worse, the office being marked as "permanently closed."
These changes happen all the time, but it's easy to prevent with the appropriate settings.
First of all, make sure you have access to your firm's profile. To do this, just search for "My Business" in google.
If a dashboard that looks like this shows up, you have access. If it doesn't and you see regular search results, you need to get access.
Once you see this dashboard, click into "edit profile" and there you will see the email address used for notifications. Make sure these don't go to spam!
When you click into "edit profile", you'll see any proposed changes in red. Make sure to review these and accept or reject appropriately. This is what it will look like:
It's important to know that if you don't actively reject proposed changes, Google will typically approve them automatically.
Logging in bi-weekly should be enough for you to catch anything suspicious, it's really as simple as just that, being on top of it regularly! More info from Google's support website here.
We help advisors with their profiles every day, head over to tangomarketing.co/services to learn more
5509 Burling Ct. Bethesda, MD 20817
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