Marketing for Financial Advisors and CPAs
Be found by the right clients, show your expertise and book qualified discovery calls.
FINANCIAL PROFESSIONALS
People hire the advisor they already trust
Nobody chooses an advisor, CPA or bookkeeper on impulse. The professional who shows up with clear, useful answers earns the call.
We build that presence and the booking and follow-up process behind it.
See it in action: RJL Consulting NY.
Built for
- Financial advisors and planners
- CPAs and tax preparers
- Bookkeeping firms
- Insurance agencies
- Mortgage and lending professionals
THE GAPS
Where financial firms lose clients
Referral only. Growth depends on who your clients happen to mention you to.
Generic website. It says “comprehensive solutions” and nothing a prospect can act on.
Seasonal scramble. Tax season leads arrive all at once and many never get a reply.
No nurture. A prospect who is not ready today hears nothing for a year.
THE FULL SYSTEM
What the full system looks like for a financial firm
Ten pillars, each one tuned to how your market buys. Every piece feeds the next.
1. Marketing Strategy
Define your ideal client and niche: retirees, business owners, contractors, medical professionals.
2. Websites and Landing Pages
A site that explains who you serve, how you work and what it costs to get started, with online booking.
3. Local SEO
Rank for “financial advisor”, “CPA” and “bookkeeper” searches in the cities you serve.
4. GEO and AI Search
Be named when people ask AI assistants for a financial professional near them.
5. Paid Advertising
Focused search campaigns for high-intent terms and seasonal tax demand.
6. Content Creation
Articles, short videos and email newsletters that answer real money questions.
7. Branding and Repositioning
A professional identity that signals stability and sets you apart from the big chains.
8. CRM and Automation
Discovery call booking, document requests, reminders and long-term nurture sequences.
9. Lead Generation
A steady flow of discovery calls with the client type you want.
10. AI Employee
Answers common questions, books calls and handles tax season overflow.
THE JOURNEY
From question to client
1. They search a question
“Do I need a bookkeeper for my LLC in New York?” Your article answers it.
2. They check you out
Your site shows who you serve, how you work and reviews from clients like them.
3. They book
A discovery call is scheduled online and confirmed automatically.
4. They stay warm
If they are not ready, helpful emails keep you in mind until they are.
SERVICE AREAS
Serving Albany, Saratoga Springs and all of Upstate New York
Our office is at 350 Northern Blvd in Albany. We work with businesses across the Capital Region and Upstate New York.
Albany · Saratoga Springs · Schenectady · Troy · Clifton Park · Glens Falls · Syracuse · Rochester · Buffalo · Utica · Binghamton · Kingston · Poughkeepsie · Plattsburgh · Ithaca · Watertown · All service areas
INDUSTRIES
The full system, built for your market
FAQ
Questions we hear most
We write conservatively and submit all content for your review. If you have a compliance department or broker-dealer review process, we work within it. Final approval rests with you.
Only where your rules allow and only real ones. We set up a compliant process with you.
Yes. The goal is steady year-round client acquisition, with capacity planning for the seasonal spike.
Yes. Many of our best fits are solo and small firms that want to grow without adding marketing staff.
FREE GROWTH AUDIT
Find out exactly where your market position is leaking
In 30 minutes we show you where you are losing business and what to fix first.
- 30-minute strategy call
- Full audit of your website, SEO, ads and competitors
- 90-day growth roadmap with the exact first moves
Or call 518-730-4381
MR DOS Technologies, 350 Northern Blvd, STE 324, Albany, NY 12204
