BFL Advisor Marketing
Are you an RIA that feels like your growth is limited to referrals? We fix that.
Serving Clients Nationwide
Are you an RIA that feels like your growth is limited to referrals? We fix that.
Service Provider Categories
- Marketing
Overview
RIA growth usually hits a ceiling once referrals run dry. BFL Advisor Marketing is a done-for-you marketing operation built specifically for financial advisors who need consistent pipeline without hiring an in-house team. I handle email marketing, landing pages, lead magnets, LinkedIn content, and outreach so advisors can focus on clients instead of content calendars.Services Provided
- Content Marketing
- Email Marketing
- LinkedIn Strategy
- SEO
- Thought Leadership
What to expect in the first meeting
We'll start with where your growth is actually stuck: is it visibility, lead flow, conversion, or consistency. I'll walk through what's working in your current marketing, what's missing, and where the fastest wins are. By the end of the call you'll have a clear picture of what a done-for-you marketing engine would look like for your firm, and whether it's a fit.What We Offer
Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
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Patrick is super smart and CARES!
Patrick has helped me tremendously with my lead generation. He worked with me & came up with some great ideas that were very helpful to my business. He cared a lot about watching me succeed and he’s a great guy! highly recommend him!
Niche-specific marketing help
I started working with Patrick at the start of 2026 to help me get more people in my niche (executives at AbbVie) on the phone for an introduction and determine if they would be interested in financial planning services. Over the course of just six months, I’ve been speaking to 1-2 executives per week, have signed on 5 new clients ($25,000 project revenue), and brought on over $25,000 in recurring annual revenue. It’s helped me learn how to get better at introductory meetings with a “cold contact”, follow up, manage overall sales, and bring on new clients. My expectation is that we’ll be able to bring on 10 clients in the first year, with a pipeline of an additional $25,000 in recurring revenue from meetings already on the calendar. Patrick and his team have helped accelerate my marketing to a place I wouldn’t have dreamed, and with the new revenue, it’s more than paying for itself each month.
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