Self-Paced / Online

Financial Services Digital Marketing Course

DIY website and marketing tools for independent RIAs and fee-only financial advisors. Build your advisor website, create content that attracts clients, and generate leads without expensive agencies.
Image of image about 2 from Melan Group Digital Marketing
Scott Mitchell
Chief Marketing Director

About the course

Stop relying on expensive marketing agencies or struggling with DIY website builders that don’t work. Build your own financial wealth advisor website and marketing system that attracts fee-only clients and generates consistent leads for your financial planning practice.

Course Objectives

What You Will Learn

Build your own professional advisor website using the same tools successful RIAs use. Create educational content that positions you as a trusted fiduciary and generates qualified leads for your practice.

  • Build professional financial advisor website foundation
  • Create educational content for prospective clients
  • Generate qualified leads for financial planning practice

Course Overview

This comprehensive DIY course teaches independent RIAs and fee-only financial advisors how to build professional advisor websites and marketing systems without expensive agencies. You’ll master the same website tools successful CFPs use, from WordPress setup to lead capture optimization. Learn to create educational financial planning content that attracts prospective clients searching for fiduciary advisors, implement advisor SEO strategies to rank for wealth management searches, and build lead generation systems that convert visitors into qualified prospects for your financial planning practice. Perfect for independent advisors who want to control their marketing costs while building authority in their local market.

Marketing Team At Work

$397.00 USD

Enroll Today!
Sign Up Today & Receive a 15% Discount!
About this course:
Level:

Intermediate (2-4 years)

Format:

Online; Self-Paced

Duration:

6hr 14m

Total Downloadable Files:

34

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