Our Process

Phase 0: Connect

Before we start our partnership, we’re committed to making sure it’s a good fit—for everyone. Starting a project and finding out halfway through that it’s just not working out can be a huge headache and waste of time and money, so we build a free, 30-minute pre-engagement consultation into the very start of our partnerships so we can make sure everyone can get to know each other, begin to build relationships, and feel good about working together.

Pre-engagement Consultation

Our pre-engagement consultation is a free, 30-minute Zoom call in which we will get a chance to connect and make sure our partnership is a good fit.

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Follow-up Consultation

Once we decide our partnership is a good fit, we will call to discuss our proposal, walk through the process, and the reasoning behind our range of fees.

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Phase 1: Discover

Clarifying your current situation and where you would like to end up is foundational to your success. The first phase of our framework will help you delve into your goals and to-do items, introduce you to best practices, and find all the issues that need solutions and improvements. You’ll also walk away with an action plan so you can take the fastest route to the best solution.

Discovery Process

The discovery process is where we will delve into your particular needs, to-do items, and requests. We will figure out exactly where your online presence stands currently, and we will decide on where you want to end up.

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Audit

We will take a look at your website and social media presence, if you already have them, and we will identify all the ways they may not be optimized or working the way they are supposed to. We will also take a look at things like your content management, the load speed and performance of your website, security concerns, SEO, and more. The findings will be presented to you in a report that you can keep for future reference.

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Action Plan

Taking what we have learned in the discovery process and audit, we will outline the way to get to your desired goals. The action plan will detail exactly what needs to be done and how to best do it. Even if you decide not to continue on with us after the first phase, you will still have the action plan to help guide your future endeavors.

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Phase 2: Establish

A streamlined and polished online identity starts with the basics: honing in on what sets you apart, creating social media profiles, and building a website. Using our foundations from the Discover Phase, we will build your online identity across platforms, creating a hub from which you can foster meaningful connections, bolster your credibility, and showcase your industry authority.

Corporate Identity

Corporate identity refers to who you are as a company: your identity, values, and what sets you apart from others. Figuring out your corporate identity allows you to know your strengths and approach your work from a way that optimizes those strengths.

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Branding

Branding is an umbrella term for all the graphic elements that help people identify you online, like logos and brand colors. It’s important to spend time creating branding that is of good quality because it’s the first thing people will begin to associate with you.

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Social Media Profiles

We will help you make the most of social media platforms like LinkedIn to maximize the impact of your online presence. We will help you craft bios, make sure your entire profile flows smoothly, and incorporate corporate identity and branding into your profile.

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Credible Website

A credible website is crucial to an effective online presence. Websites need to be well-designed, up-to-date, free of bugs and broken links, optimized for all devices, and easy to navigate.

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Phase 3: Strategize

Once you are established online, we will create and implement a plan to keep you relevant moving forward. Your custom strategy will make sure you stay up to date across the board, including on social media, email marketing campaigns, and SEO (content marketing).

On-going Strategic Marketing

This looks different for every client, but we will work with you to figure out what you need to do going forward to continue to optimize and use your online presence to make connections and bolster your credibility.

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Frequently Asked Questions

What we offer in our Discovery Phase is similar to what most firms do at the start of their process, however, they bake the cost of this discovery stage into their overall pricing. We have decided to charge for and offer it independently so that you can go through the process with us, but if we’re not the right fit, you are free to take what you have learned and move forward with a different firm.

Our years of experience, both in the online marketing and insurance and financial advising industries, have come together to form the Advisor Roots framework. We take each and every client through the entire framework because we have found that this allows us to avoid delays and complications, and it creates the best possible outcome.

The Discovery Process is our starting point, to make sure we know exactly what you are looking for, and to figure out exactly where you want to go. Over a series of three Zoom calls, we will guide you through establishing goals, sorting through to-do items, and understanding best practices. You’ll also get our Advisor Roots Knowledge Guide for future reference.

The goal of the audit is to find all the places where your current situation isn’t working. We will take a look at your website and social media presence, if you already have them, and we will identify all the ways they may not be optimized or working the way they are supposed to. We will also take a look at things like your content management, the load speed and performance of your website, security concerns, SEO, and more.

Corporate identity refers to who you are as a company: your identity, values, and what sets you apart from others. Branding is an umbrella term for all the graphic elements that help people identify you online, like logos and brand colors.

Phase 3 is highly customized to your needs, goals, and client-base, so it looks different for everyone. We will identify what you need to do to stay relevant and up-to-date so that your online presence doesn’t get stale and everything continues to function the way it’s supposed to.

Streamlined content, simplified online presence