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!"

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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

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wordpress drama

WordPress and WP Engine Drama: Why Financial Advisors Should Pay Attention

October 23, 20243 min read

WordPress powers over 40% of all websites on the internet, making it the backbone of many businesses’ digital presence, including financial advisors. But recent conflicts between the founder of WordPress and WP Engine—a popular hosting provider—are causing performance issues that could directly impact your site, even if you’re not aware of it. If your website was built by an agency, there’s a good chance it’s running on WordPress. Is your website affected? You need to find out—either on your own, ask your agency, or reach out to Tango for a free website audit.

What’s Happening Between WordPress and WP Engine?

Recently, the WordPress ecosystem has been buzzing with friction between WP Engine, one of the most widely used managed WordPress hosting providers, and the core WordPress community. WP Engine has been accused of altering its infrastructure in ways that don’t align with WordPress’s development standards. These changes have allegedly led to site slowdowns, plugin compatibility issues, and general instability for businesses relying on WP Engine’s services.

The impact has been broad. Financial advisors with sites hosted on WP Engine have experienced delays in site speed, decreased uptime, and technical glitches that can seriously harm client trust. While WordPress remains a powerful platform, these hosting disruptions pose real risks for advisors who rely on their websites to market services and connect with clients.

Why Financial Advisors Should Care

If your site runs on WordPress and is hosted by WP Engine, your business could be affected by these ongoing issues. A slow or unreliable website can drive prospects away and erode existing client relationships. Even if you don’t know which hosting provider your agency used, it’s worth checking—especially as we approach year-end when many clients are actively seeking financial guidance. If your website isn’t functioning optimally, you risk losing valuable opportunities.

Potential impacts on financial advisors include:

Decreased lead generation: Prospects searching for advisors will be turned off by slow load times or broken pages.

SEO ranking drops: Website speed and uptime directly affect your search engine rankings. A slow site can push you further down the list of results when potential clients search for services.

Damaged credibility: Clients expect a seamless experience, especially when it comes to financial advice. A poorly performing site can hurt your reputation as a reliable advisor.

What You Can Do

If you’re concerned about your website’s performance, you have options. First, confirm whether your site is running on WordPress and if WP Engine is your hosting provider. If you’re not sure how to do this, reach out to your web developer or marketing agency for help.

Beyond that, consider partnering with Tango for ongoing website maintenance and performance optimization. We can help ensure that your website runs smoothly, remains secure, and continues to convert leads into clients effectively. This is particularly important as marketing shifts more towards digital channels in the financial advisory space.

If you'd like us to take a look at your site for you, reach out and we'll be happy to help.

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