Your cost per client is a mystery
You're spending on ads and a referral network with no idea what a new client relationship costs to acquire.
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Financial Advisor Marketing Agency
Financial advisor marketing tied to booked consults.
We run Google Ads, local SEO, and content for financial advisors and RIAs that want a steady flow of qualified prospects, with marketing that respects the compliance rules.
5.0★★★★★21 reviews on Google
Most financial advisors are stuck in one of these traps.
Compliance kills every marketing idea
FINRA and SEC rules make most agencies freeze. Marketing that ignores the rules is a liability; marketing that hides from them does nothing. There is a lane between, and we run in it.
You rely entirely on referrals
Referrals are great until they slow down. With no owned lead channel, growth is capped by your network and impossible to forecast.
Your site builds zero trust
A stock photo of a handshake and a "comprehensive wealth solutions" headline. Nothing that makes a prospect with real money pick you.
We tracked the marketing all the way to revenue.
Lotus United designs and builds retail environments for some of the world's best brands. When we started, their site pulled 16 organic clicks a month. We run their SEO and paid search, and we tie both to real revenue in Pipedrive, deal by deal. In September, a Google Ads lead closed as the biggest deal in their history.
$4.4M+closed and open revenue tied to search
$2.7M+already closed and paid
$1.7M+open pipeline from the same channels
Rounded figures from Lotus United's own Pipedrive CRM, marketing-sourced deals, 2026. Attribution is sales-tagged and directional.
The levers that book consults.
A compliant, owned lead channel that does not depend on your referral network staying hot.
Google Ads
Search campaigns on the planning and retirement terms your ideal client searches, with offers and disclosures built to stay compliant.
Paid Media · Kevin the Cookie
Local SEO + map pack
Reviews where allowed, GBP, and location pages that win the local pack for "financial advisor near me".
SEO & Content · Pat the Pretzel
Website + trust
A site that shows your process, credentials, and fee structure clearly, instead of vague wealth-solutions copy. Trust is the whole sale.
Websites · Dale the Donut
Content authority
Planning guides and FAQ content that rank for the questions prospects search before they book, reviewed to stay inside the rules.
SEO & Content · Pat the Pretzel
Lead nurture
Compliant nurture sequences that keep you top of mind between the first inquiry and the decision to move their money.
Email & Retention · Bobby the Banana
Consult tracking
Call and form tracking tied to your CRM so every booked consult maps to the channel that earned it.
Track & Optimize · Kevin the CookieAdvisor marketing measured in booked consults, not impressions.
Most advisors live on referrals with no owned channel and no idea what a new client costs, while compliance scares every agency off doing anything real. We build a compliant, owned lead channel and track from first touch to booked consultation.
From there we run Google Ads, local SEO, and trust-building content, all within FINRA and SEC advertising rules, with our in-house tools included.
What our clients say
We've had a great experience working with Snack Club Marketing. As a boutique design and build agency, this was our first time investing in Google Ads, and they made the process smooth and successful.
Katya MooreSenior Marketing Manager, Lotus UnitedIt’s been genuinely refreshing to work directly with another business owner instead of navigating a large agency structure. There’s a level of practical understanding, communication, and flexibility that comes from someone who simply gets the realities of running and growing a business firsthand.
Heather ZagerFounder, MADE Apparel ServicesQuestions financial advisors ask first.
Ask usCan you market within FINRA and SEC compliance rules?
Yes. We build campaigns, content, and disclosures designed to work within the advertising rules, and we route anything sensitive through your compliance review before it runs. Compliant does not have to mean invisible.
How much should an advisor spend on marketing?
Advisor marketing budget should be sized to your minimums, service area, and growth target. We quote after a strategy call so the number maps to the clients you actually want, not a template.
How long until we see qualified prospects?
Google Ads can produce booked consultations inside the first 30 to 60 days. SEO and content compound over 3 to 6 months. We tell you which lever moves first.
Will you lock us into a contract?
No. We're month-to-month. If we're not earning it, you shouldn't have to keep paying. That's the same answer we give every client.
Book more consults, without leaning on referrals.
See if we're a fit. Fifteen minutes on what you're running and where you want it to go. If we're not the right team for it, we'll tell you.
- No long contract, ever. Month-to-month.
- You work with the team running your marketing, not a rotating account manager.
- A plan you can actually read, not a 40-slide deck.
See if we're a fit.
Send your details. We'll reply within 24 hours to set up a time.