There are advisors no better than you with a six-month wait list.
Not from referrals or paid leads — from potential clients finding them online. The difference isn't their advice. It's their presence. We fix that.
Proven methodology since 2014 · 3× State of Tennessee grant recipient · ETSU & Tusculum university partnerships
Financial Planners Near Me
All your business comes from referrals, right?
The yellow pages are gone. Nobody has your business card to hand out.
The referral gets you on the list.
Your online presence determines whether you get the call.
of referred prospects Google the advisor before making contact
interview multiple advisors — your online presence is competing even when you've been referred
specifically want to read online reviews before reaching out
visit the advisor's website before making contact
now use AI tools like ChatGPT to find or vet advisors — and growing fast
Every referral you've ever received was either won or lost based on what that prospect found when they Googled you.
Right now, someone is asking ChatGPT to find them a financial planner.
It's not going to recommend you.
Google used to give people a list of links. People clicked around. Now Google answers the question directly — and ChatGPT, Gemini, and Perplexity do the same. The list of links is disappearing. The answer is replacing it. And the answer includes names — advisors AI has seen enough of to recommend with confidence.
Being invisible on Google cost you your last generation of
clients.
Being invisible to AI will cost you the next one.
Find me a good financial planner near me
Here are some highly-rated financial planners in your area:
These recommendations are based on publicly available information including websites, reviews, social media presence, and published content.
We do the things you knew you're supposed to do.
We obsess over your market. Then we manage every step of your client's journey.
From the moment a prospect realizes they need help to the moment they refer you to a friend — we build and run the entire system.
Your Growth Partner needs 30 minutes of your time a week.
We handle everything else.
You already know you need to do this.
Watch our content and do it yourself. Or pick a package and we get to work. Either way — not doing it isn't a choice anymore.
A full marketing department for your practice — built on AI, managed by a real person.
- Your dedicated Growth Partner runs your entire marketing
- The MarketPower Platform — all your content, analytics, leads, and projects in one place
- AI-powered content engine: LinkedIn, video, blog, email, SEO, reviews — all handled
- Full lead management — know who's finding you and where they came from
- Complete visibility — every metric, every asset, every campaign, one dashboard
- Compliance-aware — you review everything before it goes live
- 30 minutes of your time a week. That's it.
Everything in Growing Practice — unified across your entire firm.
- Everything in Growing Practice
- Up to 5 locations
- Up to 5 team members on the MarketPower Platform
- Custom-trained AI agents built for your firm
One conversation becomes hundreds of precision-targeted assets.
Every piece of content we create is built for a specific prospect, at a specific stage of their journey, on a specific platform. This isn't generic posting. It's a system — designed to reach the right person with the right message at the exact moment they're ready to act.
The method came first.
The AI made it unstoppable.
Most AI marketing agencies started with a ChatGPT account and built a methodology around it. We did it the other way around — 12 years of building, testing, and proving a real methodology on real businesses, in real markets, with real results.
We learn your practice
We map your ideal client, your planning philosophy, and the conversations you have every day. This is the foundation everything else is built on.
You talk. We capture.
One monthly session — recorded, unscripted. You talk about what you know. We handle everything else.
The system goes to work
Our AI + human editorial team transforms your expertise into platform-ready content. Compliance-aware, brand-consistent, and built to grow.
You show up everywhere
Your content goes live across every channel your prospects use. Each piece builds on the last. Your authority compounds over time.
We measure what matters
Not "impressions." Not "engagement rate." We track prospect inquiries, profile visits, and client referrals — the numbers that connect to your revenue.
Other agencies are chasing a trend. We evolved into one — from a foundation that took over a decade to build.
Our methodology is studied and adopted in university programs.
The framework behind our system has been studied and adopted in university-level marketing programs at East Tennessee State University and Tusculum University — not because it's theoretical, but because it actually works. For financial planners who expect rigor from everything they do, that matters.
Our work has been reviewed and funded by the State of Tennessee — three times over.
When a government agency evaluates a methodology for effectiveness and invests in it repeatedly, that's not marketing — that's a track record.
Awarded by the State of Tennessee across 3 separate grant rounds for proven methodology and results
Independent grant approvals — each requiring proof of results from the last
Counties served across NE Tennessee with state-funded digital training
No other marketing agency in Northeast Tennessee — likely in the entire state — carries that track record. You can't buy it. You can't fake it. You build it over 12 years of delivering for real businesses and real communities.
What we measure
- Leads generated per month
- Website traffic & engagement
- Lead source attribution
- Content reach across all platforms
- MarketPower™ score growth
- Revenue influence & pipeline value
What we're not
- A startup with a landing page
- A DIY software platform
- A posting-only social media service
- A traditional ad agency
- A trend-chaser without a system
- A vanity-metrics machine
Your next 10 clients are already out there looking.
Let's make
sure they find you.
We work with independent advisors, RIAs, and fee-based planners. If your practice is growing and marketing feels like the bottleneck — we should talk.
No pressure. No jargon. Just a real conversation about growing your practice.