Done-For-You Marketing That Grows AUM
Referrals built your firm, but they won't scale it. Today's affluent clients research advisors online before making contact. If you're not visible where they're looking, you're losing opportunities to competitors who are.
Fiducia Growth Strategies specializes exclusively in marketing for independent fiduciary RIAs. We understand compliance constraints, trust-building timelines, and what it takes to attract high-net-worth clients who value expertise over sales pitches. Our approach builds sustainable visibility that enhances your reputation and drives qualified prospects to your door.
Our Services
Three integrated systems that build visibility, credibility, and client acquisition
Most affluent clients start their advisor search on Google. We ensure you're the first credible option they find. Our local SEO system positions your firm as the obvious choice for serious investors in your market.
Search Optimization
- Google Business Profile optimization and management
- Local keyword targeting for wealth management terms
- Keyword-optimized educational blog posts
- Competitor analysis and positioning strategy
Reputation Management
- Strategic review generation from satisfied clients
- Professional review response management
- Online reputation monitoring and alerts
- Monthly ranking reports and optimization
High-net-worth prospects want to work with advisors who clearly understand their challenges. Our content strategy positions you as the knowledgeable expert they're seeking, while staying fully compliant with industry regulations.
Educational Content
- Weekly blog posts on financial planning topics
- Market commentary and economic insights
- Client education resources and guides
- Compliance review for all published content
Social Media & Distribution
- Posts with professional graphics
- Optimized for individual platforms
- Content calendar planning and execution
- Targeted towards ideal clients
Marketing doesn't end when content goes live. We actively engage with your audience, respond to inquiries, and continuously optimize your presence to maximize qualified lead generation and client acquisition.
Active Engagement
- Professional response to social media comments and DMs
- Google Business Profile Q&A management
- Lead qualification and initial prospect nurturing
- Community engagement and relationship building
Performance & Analytics
- Monthly performance reports with AUM-focused metrics
- A/B testing of calls-to-action and landing pages
- Lead tracking and conversion optimization
- Strategic recommendations based on data insights
Ready to Grow AUM the Strategic Way?
Stop losing qualified prospects to competitors with better online visibility. Let's discuss how our done-for-you marketing system can help your firm attract the high-net-worth clients you deserve.
15-minute consultation to discuss your growth goals and see if we're a fit for your firm.