The Advisor Marketing Prospectus (AMP)

The Advisor Marketing Prospectus (AMP)

The AMP is your customized digital marketing plan for your financial planning firm. It is the starting point of our engagement with our clients.

It is based upon detailed research into your business data, and takes into account your location, target audience, competitors, and trends within the financial planning industry as a whole.

Research includes:

  • Review of Google Analytics (if data is available)
  • Review of Google Search Console (if data is available)
  • Detailed Keyword Research
  • Determining the value of each keyword (PPC)
  • Determining current ranking position for desirable keywords and which competitors are ranking higher for those keywords
  • Measuring Domain Authority and Individual Page Authority for your website and those of your competitors
  • Review of your Citations (business listings)
  • Review site speed, usability, and mobile friendliness
  • Review Content assets
  • Review of backlinks

The research allows us to compare your current ranking and marketing assets with those of your competitors which are ranking higher than you. By comparing the two, we get a better picture of what is required to close the ranking gap, and are able to reverse engineer a plan to achieve that.

That plan is The Advisor Marketing Prospective. Following a live presentation and discussion of the AMP, it is yours to keep whether you choose to engage with Advisor Web Marketing or not.