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

Business class results at economy prices

Outgrow your competitors with marketing services that get you clients

  • Online Presence

  • Lead Generation

  • Prospecting

Our principles

What our clients love:

  • We do the work, you approve content

  • All services are compliance ready

  • Easy pricing, scale up 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

Everything you know you should be doing – done for you!

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

Tango Google Reviews

Sign up for our newsletter to receive free guides

month-to-month | starting at $499 | compliance friendly

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

FOLLOW US

Read Our Latest Blogs

google listing

Prevent Unwanted Changes to Your Google Profile

November 07, 20241 min read

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.

google profile dashboard

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:

proposed changes to profile

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

Back to Blog

Contact

5509 Burling Ct. Bethesda, MD 20817

© 2024 AdvisorGrowth, LLC - All Rights Reserved | Privacy Policy | Full WidthTerms of Use