Marketing for financial professionals
Automate your presence. Amplify your impact.
Connect runs your social media, your ads, and even fills the room for your events, so you can spend your time with clients.
Services and pricing
Pick what you need. Add more anytime.
Social Media Management
Consistent, on-brand posts that keep you in front of clients and prospects.
- 2 posts per week
- Every channel you're on
- Written in your voice
Ads Management
Meta ad campaigns built for financial services, from setup to reporting.
- Campaign setup and management
- Ad creative and copy
- Cost per lead reporting
Full Table
You set the table for your educational dinner. We fill the seats.
- Local ads built around your event
- Registration and ticketing handled for you
- A full room without the legwork
How it works
Three steps to getting started.
Tell us about you
Fill out a short inquiry with your business, your goals, and where you're showing up online today.
We talk about fit
We'll reach out to talk through your goals and make sure Connect is the right match for where you're headed.
We get to work
We learn your brand and your voice, connect your accounts, and start posting, running ads, or filling seats.
Why Connect
We know your industry from the inside.
Connect is powered by Alliance Group and built by a team of content creators, video producers, designers, and licensed financial professionals. We understand the conversations you have with clients, the products you talk about, and the care that financial marketing requires.
That means content that sounds like you, never overpromises, and handles topics like life insurance, retirement, and Living Benefits the right way.
Every Connect client gets
- A dedicated team that learns your brand and voice
- Content written with financial compliance in mind
- Posts that can be found in search and AI answers
- Simple, published monthly pricing
Questions
Frequently asked questions
Who is Connect for?
Connect works with financial professionals, including insurance agents, financial advisors, and agency owners. Many of our clients are affiliated with Alliance Group.
What does social media management include?
Two posts per week across every channel you use, written in your voice, with graphics, scheduling, and publishing handled by our team.
Is ad spend included in Ads Management?
No. The $600 monthly fee covers our work building and managing your campaigns. Ad spend is paid separately, directly to Meta.
Do you handle compliance?
We write every post and ad with financial compliance in mind and follow the guidelines you give us. Final approval rests with you and your compliance team.
What is Full Table?
Full Table fills the seats at your educational dinners and seminars. We create and run the ads and handle registration. You host the event and provide the meal.
How do I get started?
Fill out our inquiry form. We'll review it and reach out to see if Connect is a fit for your goals.
Let's see if Connect is a fit.
Tell us a little about your business and what you want help with. We'll read every inquiry and get back to you personally.
See if we're a fit