Report: The State of the Specialized Financial Advisor in 2026
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Start with the foundation. Then decide whether you want to run your marketing yourself or have us run it for you.
Brand Foundation + Website
For firms that need guidance and a clear direction before they begin their own marketing.
Advisor Influence Operating System
For firms that want a steady flow of original thought leadership content aimed at their ideal clients.
AI OS + LinkedIn Outreach
For firms that want us to actively publish, distribute and put their expertise in front of prospective clients.
Compare plans
| Foundation$197/mo | Most popularAIOS Core$997/mo | AIOS Growth$1,997/mo | |
|---|---|---|---|
| Brand LibraryYour firm's positioning, ideal client profile, messaging, voice, expertise, services, FAQs and other approved brand context, organized in one central library. | Included | Included | Included |
| AI-ready accessConnect your Brand Library to supported AI tools so they can work from your firm's approved positioning, voice and expertise instead of starting from a blank prompt. | Not included | Included | Included |
| Design templatesReusable branded templates for common marketing materials and content, based on your firm's visual identity. | Not included | Included | Included |
| Updates + maintenanceFoundation: You can update your Brand Library yourself. AIOS: We keep it current as your positioning, services and marketing evolve. | You manage | Done for you | Done for you |
| AI custom skills + agentsCustom AI tools built around your firm's Brand Library and recurring workflows. Complex integrations or custom software development may require a separate scope. | Not included | Up to 3 custom skills | Expanded AI skills + agents |
| WebsiteA professionally written and designed website built around your positioning, ideal clients and expertise, with a CMS your team can access. | Included | Included | Included |
| Website edits + updatesFoundation: Your team manages content through the CMS. AIOS: We handle routine updates to existing pages. New pages, redesigns and major development are scoped separately. | You manage | Done for you | Done for you |
| Search engine + AI engine optimizationTechnical and content work designed to help your firm appear in traditional search results and relevant AI-generated answers. Foundation includes launch optimization; AIOS includes ongoing work. | One-time | Ongoing | Ongoing |
| Hosting + technical supportManaged website hosting, technical maintenance and basic support by ticket are included with every plan. | Support tickets | Monitored for you | Monitored for you |
| Content EngineOur managed system for planning, creating, reviewing and publishing original content based on your firm's expertise and target audience. | Not included | Included | Included |
| Blog postsOriginal articles written around questions and topics relevant to your ideal clients, reviewed by your firm before publication. | Not included | 3x per month | 3x per month |
| Lead magnetsUseful downloadable resources designed around a specific problem or question your ideal clients care about, with a dedicated landing page when applicable. | Not included | 1x every 6 months | 1x per quarter |
| NewsletterAn email newsletter built around your latest thinking and content. Your firm reviews and approves it before distribution. | Not included | Quarterly | Monthly |
| LinkedIn contentOriginal posts written in the advisor's voice and based on the same expertise and topics driving the broader Content Engine. | Not included | Not included | 12 posts per month |
| Strategy sessionsReview performance, discuss changes in the business or target market, and decide what the Content Engine should focus on next. | Not included | Quarterly | Monthly |
| Outreach | Not included | Not included | Included |
| LinkedIn outreachWe identify prospects matching your target profile and manage approved connection requests and outreach sequences. Your team takes over when someone replies and handles comments and personal conversations. | Not included | Not included | Done for you |
| Email outreachTargeted outbound email campaigns can be added to Growth as a separately scoped service. | Not included | Not included | Add-on available |
| Reporting + trackingMeasure how your website, content, search visibility and lead-generation activity are performing so future work can respond to actual results. | Not included | Included | Included |
| Google AnalyticsWebsite analytics are configured for every plan. Core includes a quarterly performance report; Growth includes monthly reporting and review. | Connected for you | Quarterly report | Monthly report |
| Visitor identity trackingWe install Happierleads visitor-identification tracking. Foundation and Core clients maintain their own account and monitor activity. Growth includes ongoing monitoring. | Installed (optional) | Installed (optional) | Included |
| Search ranking trackingTrack how the firm appears in search results for an agreed set of relevant searches. Core reports quarterly; Growth reports monthly. | Not included | Quarterly report | Monthly report |
| AI answer trackingMonitor an agreed set of relevant questions across supported AI answer engines to see whether and how the firm appears. Core reports quarterly; Growth reports monthly. | Not included | Quarterly report | Monthly report |
| Pricing | |||
| Subscription | $197/moIncludes managed website hosting, CMS access, technical maintenance and basic support by ticket. Content changes, new pages, design work and other marketing services are not included. | $997/mo | $1,997/mo |
| Minimum commitmentCore and Growth begin with a six-month service commitment following setup. | Not included | 6 months | 6 months |
| Initial setupCovers the upfront strategy, Brand Library development, website planning, writing, design, development and system configuration required to launch your AdvisorForward system. | $6,997 | $4,997 | $4,997 |
| Get started | Get started | Get started | |
Tell us where your practice is now and what you're trying to grow. We'll help you decide whether to start with the Foundation or have us run your marketing for you.
Free 30-minute strategy call. No obligation.