Paid advertising
Reach business owners, professionals, retirees and high-net-worth families through targeted Meta, LinkedIn and Google Ads campaigns that generate qualified leads.
Learn more →Digital marketing
for financial advisors
We help financial advisors, financial planners, wealth managers and insurance advisors across Canada grow their practices with SEO, paid advertising, seminar promotion and social media marketing that attract the right people, build trust and turn attention into meetings.
✓SEO
✓Paid advertising (Meta, LinkedIn, Google)
✓Seminars & webinars
✓AEO / GEO
✓Social media
Book a meeting
→ Let's grow your practice.
◉Serving financial advisors, planners, wealth managers and insurance advisors Canada-wide
Marketing is different when you're selling advice.
Nobody hires a financial advisor on impulse. Search brings you people who are already looking; advertising creates demand with people who aren't yet. We build strategies that use both to guide the right people to a conversation.
1
People need to find you.
Be visible on Google, Maps and AI search when they start looking, and in their feeds before they do, with targeted ads.
2
They need to trust you.
Show your expertise, your credentials and who you help.
3
They need a reason to act.
Paid campaigns and seminars give them a next step that feels right: a guide, an event, a meeting.
4
Then you build a relationship.
Turn interest into booked meetings and long-term clients.
Digital marketing services for financial advisors
Search, paid advertising, seminars and social media, planned together around one question: who do you want to reach, and what do you want them to do next?
Seminar & webinar promotion
Fill your virtual or in-person events with qualified attendees. Boost registrations and attendance with targeted local advertising.
Learn more →SEO for financial advisors
Rank in the Local Pack and organic results for searches like "financial advisor near me" and the planning topics your ideal clients look up.
Learn more →AEO & GEO
Answer engine and generative engine optimization so your practice is part of the answers on ChatGPT, Gemini, Perplexity and Copilot.
Learn more →Social media marketing
Stay visible between meetings with useful, compliant content on LinkedIn, Instagram and Facebook that keeps your name in front of the right people.
Learn more →One marketing strategy. Multiple ways to grow.
Your SEO shouldn't operate separately from your advertising. Your seminar shouldn't be promoted in isolation. Your social media shouldn't exist because you feel like you should be posting.
1. Get found
SEO + AEO/GEO
Be visible in search and AI platforms.
→
2. Build trust
Website + social content
Show your expertise and who you help.
→
3. Create opportunities
Paid ads + seminars
Generate interest and fill your pipeline.
→
4. Start conversations
Meetings with prospects
Turn interest into real relationships.
Choose the plan that fits your practice.
Transparent pricing for financial advisor marketing. Start with the channel that matches your goals, or combine them into a 12-month roadmap.
SEO setup
One-time foundation
$2,250
one-time setup
Build the foundation for long-term rankings.
- ✓Website content
- ✓On-page optimization
- ✓Foundational backlinks
Level 1
Search everywhere optimization
$750 / month
1–3 qualified leads/month
- ✓Blogs
- ✓Backlinks (basic)
- ✓Press releases and news coverage
- ✓Google Business Profile optimization
- ✓AEO / GEO (basic; Gemini)
For locations with under 500k people
Level 2
Search everywhere optimization
$1,400 / month
3–8 qualified leads/month
- ✓Backlinks (basic + premium)
- ✓Press releases and news coverage
- ✓Seed conversations on Reddit
- ✓AEO / GEO (advanced; ChatGPT, Claude, Perplexity, prompt tracking)
For locations with over 500k people
Level 3
Search everywhere optimization
$3,800 / month
8+ qualified leads/month
- ✓Rank in multiple cities for multi-location firms
- ✓Multi-location and multi-vertical strategy
- ✓Backlinks (premium)
- ✓Press releases and news coverage (premium)
- ✓AEO / GEO (advanced)
For multiple locations with over 500k people
SEO helps you show up when the right person is searching.
Paid advertising
Meta & LinkedIn
$1,200 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Targeted campaigns that reach business owners, professionals, pre-retirees and high-net-worth families in your market and give them a clear next step.
- ✓Audience research and targeting
- ✓Ad copy, creative and landing page
- ✓Lead magnet and follow-up sequence
- ✓Daily management and reporting
Google Ads
High-intent search
$500 / month
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Capture people already searching for an advisor, planner or specific planning help in your city.
- ✓Keyword and competitor research
- ✓Search ads and landing page
- ✓Call and form tracking
- ✓Monthly optimization
Seminars & webinars
Per event
$2,000 / seminar
Management fee
+ Ad budget
Paid directly to the platform. Set with you based on your market and goals.
Paid directly to the platform. Set with you based on your market and goals.
Get qualified people in the room, in person or online, and turn an engaged audience into booked meetings.
- ✓Registration page and confirmation flow
- ✓Targeted local campaigns
- ✓Reminder sequence to reduce no-shows
- ✓Registration and attendance reporting
Most popular
Ads + seminars
Two months of ads, then a seminar. Repeat.
$1,467 / month average
Management fee, averaged across two months of lead generation and a seminar month
+ Ad budget
Paid directly to the platforms. Set with you based on your market and goals.
Paid directly to the platforms. Set with you based on your market and goals.
Two months of lead generation, then a seminar. Then repeat, for as long as you want a full pipeline. Two months of paid ads fill your pipeline and warm people up; the seminar in month three gives them a room to meet you in. Then it starts again.
- ✓Months 1–2: paid advertising ($1,200/mo)
- ✓Month 3: seminar or webinar ($2,000)
- ✓Nurture between the two, so no lead goes cold
- ✓Every prospect gets more than one chance to say yes
Advertising creates attention quickly. The right strategy turns it into qualified leads, event registrations and meetings.
Prices shown are our management fees. Ad budgets are paid directly to Meta, LinkedIn or Google and set with you based on your market and goals.
Basic Done for you
Stay consistent
$300 / month
8 social media posts per month, each shared to Instagram, Facebook and LinkedIn, designed to keep your brand active and consistent.
Growth
Reach beyond your followers
$800 / month
Everything in Basic, plus 1 video each month, boosted posts and a brief monthly report. Boosting helps your strongest content reach the right people beyond your current followers.
Consistency builds recognition
An active presence helps people see your name more often and remember your practice.
Helpful content builds trust
Thoughtful posts give prospects another reason to feel confident in your expertise.
Saves time
A managed social plan keeps your channels active without you creating content every week.
Social media rarely closes the relationship on its own. It makes sure prospects keep seeing your name until they're ready to talk.
A simple 12-month roadmap
An example plan that blends social, search and advertising: two ads + seminars cycles (four months of paid ads, two seminars). Ads create conversations now, social keeps your brand visible month after month, and SEO compounds over time.
Month 1Month 6Month 12
Total annual investment
$22,900
Management fees, plus ad budget set based on your market and goals.
Sample lead potential
42–84 leads
Paid campaigns (6 months): 30–60 · Website/search (12 months): 12–24. Leads vary by market, targeting and conversion process.
Real results. Real growth.
Results from financial advisory practices we work with across Canada.
$1M
Vancouver client in week one
A $1M client found the advisor through search in the first week after SEO launch.
$2M
Halifax client via search
A $2M client who found the practice on Google. The same practice ranks top three for “Halifax financial advisor” and page one nationally for financial planning for engineers and lawyers.
$1.5M
New assets under management from a $15,000 ad campaign
Oshawa advisor ran paid ads with us, generated 30+ leads in under three months and brought on three new clients worth roughly $1.5M in combined assets under management.
2×
Seminar overfilled, second date added
A Peterborough seminar drew 19 registrations in under a week, more than the room could hold, so the advisor added a second date. He called it the only campaign he'd ever run that attracted real people, not bots.
What advisors say
“
The outcome was great with 5 leads from the SEO alone and (so far) 30+ leads from the Meta campaign in less than three months. 10/10 would recommend.
“
Steady Stream have been phenomenal to work with. Their SEO expertise has made a measurable impact on my website's visibility! I feel like they are genuinely invested in helping my business succeed.
“
I have been using Steady Stream's services for a year or so now, and have seen a tremendous improvement in SEO and direct business results because of it. Highly recommended and easy to deal with!
“
Our website referrals have increased significantly and we saw positive ROI immediately after implementing their recommendations.
“
Steady Stream have been an exceptional resource for me and our Wealth Management Practice.
Built around the clients you want more of.
You tell us who you want to work with. We build the targeting, the content and the offers around them. A few common examples:
Business owners
Build visibility around succession, tax planning, corporate wealth and exit planning.
Doctors, lawyers & professionals
Reach physicians, dentists, lawyers, engineers and executives as their financial lives become more complex.
Retirees & pre-retirees
Connect with people actively searching for retirement planning, investment, tax and estate planning advice.
High-net-worth families
Position your practice around integrated planning, private wealth and intergenerational wealth transfer.
Your next client may ask ChatGPT before they ask Google.
People increasingly use AI tools to research financial questions, compare options and find professional services. We help financial advisors strengthen their visibility across traditional search and emerging AI platforms with answer engine optimization (AEO) and generative engine optimization (GEO). Read more on the blog.
Frequently asked questions about marketing for financial advisors
Something else on your mind? Ask us directly.
What does a digital marketing agency for financial advisors actually do?+
We handle the marketing that fills an advisor's calendar: SEO so you rank for searches like "financial advisor near me" and "retirement planning in [your city]", AEO/GEO so AI tools recommend you, paid advertising on Meta, LinkedIn and Google, seminar and webinar promotion, and managed social media. Everything is planned as one strategy around the clients you want more of.
How much does marketing for financial advisors cost?+
Our pricing is published above. SEO starts with a $2,250 one-time setup and monthly plans from $750. Social media management starts at $300 per month. Paid advertising management is $1,200 per month for Meta and LinkedIn, $500 per month for Google Ads, and $2,000 per seminar or webinar. Our most popular option, two months of ads followed by a seminar, averages $1,467 per month. Ad budgets are paid directly to the platforms and set with you based on your market and goals. A blended 12-month plan for a single-advisor practice is about $22,900 in fees, plus ad budget set based on your market and goals.
How long does SEO take to generate leads for a financial advisor?+
Local rankings and Google Business Profile visibility often improve within the first 60 to 90 days. Competitive organic keywords take longer and compound over 6 to 12 months. Some clients see results sooner: one Vancouver advisor landed a $1M client through search in the first week. If you need conversations now, we pair SEO with paid advertising.
What are AEO and GEO, and why do they matter for advisors?+
Answer engine optimization (AEO) and generative engine optimization (GEO) make your practice visible when people ask ChatGPT, Gemini, Perplexity or Copilot questions like "who is a good fee-only financial planner in Calgary?" We structure your content, citations and press coverage so AI platforms include you in their answers, and we track the prompts where you appear.
Do you understand compliance requirements for financial advisor marketing in Canada?+
Yes. We work exclusively with financial advisors, planners, wealth managers and insurance advisors, and every piece of content, every ad and every social post goes through our compliance process before it goes live. Nothing lands on your desk to fix. We avoid performance claims and testimonials that would not pass review.
How does seminar and webinar promotion work?+
We build the registration page, run targeted Meta and Google campaigns to your ideal audience in your market, send reminder sequences to reduce no-shows and report on registrations and attendance. One recent campaign drove 19 registrations in under a week, and advisors tell us the attendees are real people, not bots.
Do you work with financial advisors outside of Ontario?+
Yes. We work with advisors Canada-wide, in large cities and smaller markets alike, in English and French. Our search plans are priced by market size, and Level 3 covers firms with multiple locations.
Marketing insights
What would you like your practice to look like a year from now?
More business-owner clients? A stronger presence in your local market? Full seminars? A steady stream of new conversations?
Tell us where you want to grow. We'll help you build the marketing strategy to get there.
Book a meeting
We'd love to help. ↩
◉ Financial advisory practices supported across Canada◉ Local and national campaigns◉ SEO, AEO/GEO, paid advertising and seminar expertise◉ Compliance-aware content
Compliant, compelling social media content for financial advisors. Delivered.
For $300 a month we keep your LinkedIn, Instagram and Facebook active with high-quality, compliance-approved content, written and published for you. You don't lift a finger.