Catholic Financial
Advisor Marketing

How is being a Catholic
financial advisor different?

Your clients are more likely to

  • Pray before meetings
  • Face restrictions on investing in stocks that are not in line with the doctrine of the Catholic church
  • Actively seek involvement with a Catholic community
  • Have commitment to charity
  • Practice tithing to the church
  • Have large families with lots of children
  • Need estate planning in alignment with Catholic burial rituals
  • Foster a more traditional family structure
  • Abide by a lifestyle following the virtues of Christ
  • Follow a higher moral framework for decisions
  • Be unreachable during times of Sabbath or holy days
  • Observe fasting and other rituals

I provide marketing
programs for Catholic
financial advisors

Dominus vobiscum! I am a devout Catholic, and a marketing consultant for financial advisors. My favorite Catholic hymn is Salve Regina, my favorite Catholic book is “The Imitation of Christ” by Thomas Kempis, and my favorite prayer is the Anima Christi.

I am on a mission to empower other Catholics who want to do good because I believe the world can be saved if people were to follow Jesus Christ. Here are some of the ways I help Catholic financial advisors to get new clients.

Developing a Catholic community

Catholic people love doing business with other Catholics. Word of mouth and online networking using platforms such as LinkedIn and Facebook can be very powerful marketing strategies for a Catholic financial advisor.

Local SEO

Go to Google and type
“Catholic financial advisor near me.”
Does your website come up?
Yes, exactly.
I can help you SEO optimize your website so that you increase the chances you are found for keywords that people enter into search when looking for a Catholic financial
advisor on Google.

Catholic Media

Getting you appearances on Catholic podcasts, blogs, radio shows, YouTube channels, and other channels that your clients tune into. Relevant Radio, here you come?

 

Pricing

Principio

$150 / month

• One “written for you” Catholic financial advisor content marketing piece of 500 words or more, each month.

• One 60 minute LinkedIn webinar a month

Sign up here.

Medius

$350 / month

Everything in Principio, plus:

• 47 “written-for-you” Financial Advisor sales messages.

• Financial Advisor Marketing Plan ebook.

• Two 30 minute one-on-one consulting sessions a month

• Monthly analysis of the SEO performance of your website

Sign up here.

Summus

Everything in Medius, plus customized marketing programs tailored to your company’s specific needs.

$2000 to
$3500

• Per month depending on firm size

$350 to $500

• Per hour depending on scope of project

Care to Chat?

Send me an email answering
these questions

How to Apply

Send me an email answering
these questions

The world needs to hear from us Catholics so badly right now.
If these prices don’t work for you, let’s have a conversation and see if we can work something out.

Dominus vobiscum!
-Sara

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