Are you ready to create a comprehensive marketing program for your financial planning practice?

With the PPC Marketing System, we’re making DIY-ing your marketing easier than ever.


What Is The PPC Marketing System?

The PPC Marketing System is a hybrid education platform that empowers financial advisors and their teams to build a marketing strategy that helps them create content and nurture client relationships in a scalable way.

11-Module Course

On-Demand Learning From Industry Experts

Blog, Email Marketing, and Social Media Content Templates

Best Practice Guides & Resources

Customizable Marketing Collateral and Calendar Templates

Our 11-Module Course

The first component in The PPC Marketing System is our 11-module course. We go over how to build your marketing strategy from the ground up. Each module is complete with a recorded video lesson, accompanying worksheets, and PDF resources to help you hit the ground running.

Let’s take a peek behind the scenes at what’s in each module:

Understand what content marketing is – and how it can help you grow a business you love.

Learn to develop your brand for consistent and scalable marketing.

Define your client avatars and create a niche that works for you.

A deep dive into what a marketing funnel is, and how to build one easily.

Create a top-of-the-funnel strategy that drives traffic to your website, increases awareness of your firm, and builds an authentic and consistent brand.

Set up a unique system for capturing leads and empowering them to show interest in your firm

Learn to successfully nurture warm leads, stay in front of your email list, and convert from your lead magnet.

Make it easy for prospective clients to say “yes” with scalable systems that move them from marketing to sales.

We’ll discuss the importance of “marketing” to existing clients and how to turn your business book into your best marketing and lead generation tool.

Once your funnel is built, we’ll dig into how you can expand your marketing funnel into a fully functional, scalable content marketing calendar.

No plan is complete without understanding how to track progress. We’ll dig into analytics and what’s important to focus on as you define your Key Performance Indicators.

On-Demand Learning

The PPC Marketing System hosts a library of on-demand learning content with guest speakers who are experts in the industry.

 Blog, Email, and Social Media Content Templates 

The #1 reason financial advisors don’t move forward with their content strategy is because they’re STUCK. Call it writer’s block, lack of creative inspiration, or whatever else you want. The truth is it’s TOUGH to create content when you feel like you’re already spread too thin as it is.

How do you build a content calendar that resonates with your audience AND make the time to create and distribute what you create?

The PPC Marketing System includes templated content that can be repurposed as the jumping off point for a blog post, video script, or podcast episode. With every piece of content we include a brief video on how to repurpose and personalize it, as well as social media and email marketing recommendations for easy sharing.

Our templated content library includes:

  • 7 evergreen blog post drafts
  • Ongoing timely content updates for easy sharing
  • Editable Canva social media graphics
  • 4 PDFs to share as part of your sales and marketing calendar
  • 1 4-email welcome email nurture sequence template
  • Newsletter and communication templates
  • Bio writing templates

And more.

Have questions about generating more referrals?

Want to ask for Google Reviews?

Looking to make your marketing more authentic?

We have a library of PDF resources and best practice guides that have been developed using time-tested financial advisor marketing strategies to supplement your ongoing marketing efforts.

 Best Practice Guides & Resources 

Ready to Get Started?