Marketing designed for wealth management experts
Your showcase site.
A clear identity.
A regular LinkedIn presence.
Objective: qualified appointments.
For whom
This marketing offer is designed for Wealth Advisors in their launch or repositioning phase. It is aimed at those who have a limited budget but want to make a concrete and rapid impact.
The aim is to quickly lay the foundations for a professional digital presence in line with your values.
You gain credibility and visibility to generate your first qualified appointments.
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A clear, compliant site
A coherent identity
An optimized LinkedIn page
A personalized editorial calendar
Qualified first appointments
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A 1-page showcase site.
A graphic charter.
LinkedIn Solo Pack 90J.
Basic SEO optimization.
Tracking and forms
Stand out
Our offer
Showcase site
A turnkey showcase site, written and optimized for SEO. Integration of relevant, professional images. Contact form included to generate your first leads.
Graphic charter
A professional, consistent visual identity. Customized logo and color palette adapted to your business. Clear typography and guidelines for harmonized communication.
LinkedIn 90J Pack
Ready-to-use LinkedIn package for Wealth Advisor. Structured editorial line and optimized profile to attract qualified prospects. Over 360 AI-enhanced post ideas.
Details
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Kick off: Brief. Contents. Tree structure. Planning.
Branding: Visual identity. Website design.
Website integration: Short, customer-oriented copywriting. Image search.
Test and launch: LinkedIn optimization, content launch.
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Basic technical setup
Calendly contact form
Setup Google Analytics
Cookie policy.
Standard legal information
3 iterations per batch (Design. Content. Technical).
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Webflow hosting
Long copy (over 350 words)
Custom photos
Paid campaigns
Pay tools
FAQs
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On average 4-6 weeks after validation of the brief and approval of the design. The deadline is guaranteed if you supply your content quickly. We use a simple, effective methodology to get your site up and running without delay.
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Yes, the structure is designed to evolve easily. We work with Webflow. You can start with a showcase site and then add pages (blog, news, case studies) as your business grows.
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We prepare short, clear, SEO texts, adapted to your audience and in line with the positioning you've defined in your specifications. All you have to do is approve them. The advantage: you save time and benefit from professional copywriting aligned with your positioning.
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The budget includes the creation of the showcase site (1 page), basic branding (logo, palette, typography) and the LinkedIn Solo Pack. So you have a complete, consistent digital presence right from the start.
You're looking to attract more customers. Rise Digital is your specialized marketing partner.
We know your industry, your regulatory constraints and your customers' expectations.
We build data-driven strategies. Tested and optimized, they transform your visibility into qualified appointments.
Above all, we measure everything. Every action has a clear objective: to reduce your acquisition costs and maximize your ROI.
