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Advisor Placement Group

Advisor Placement Group

Partnership Proposal

A Step-by-Step Plan To Grow Your Client Base Over The Next 6 Months

Leonard ParkerFebruary 22nd 2018

Hi Craig,Thanks for taking the time to read this proposal.This proposal document was designed to...1. Explain our main objective from working together over the next 6 months2. Give you insight into the work being carried out and the thought process behind it all3. Show you an accurate timeline of the work we will implement4. Inform you of the investment required to begin this projectLet's get started...


Facebook is one of the most popular social media platforms in the world, with more than 1.6 billion users. And people like to spend a lot of time on it, whether all at once or periodically throughout the day. This means there are billions and billions of eyes constantly scrolling through posts, videos, photos, status updates, and, yes, advertisements.

And when it comes to advertising, there is no company in the world that has more information about its users than Facebook. It includes much more than just your age, gender, and alma mater. While those things are valuable for marketing purposes, Facebook also knows which websites you visit and how often, how much time you spend doing various things online, and what you purchase. From a business marketing standpoint, that stuff is gold. And thankfully it's right there for the taking, if you know where to find it and how to use it. That's where we come into play.

We are compact and bright team of marketing professionals, with an emphasis on social media campaigns. For the past 3 years, we've helped startups, mom-and-pop shops, and SMBs realize the potential in Facebook marketing to grow a customer base, retain those customers, and bring new ones on board.

How We Market on Facebook

Facebook is much more than a social media platform. In fact, it can be a huge resource for Advisor Placement Group if used properly. Let us show how we can do that.


First and foremost, we to know everything we can about your existing client base. This includes what kind of habits they have in social media and elsewhere online. This information will also inform our approach to attracting new clients.


After identifying your audience, we will figure out how to most effectively communicate with them. What do they respond to and why? This will also inform future marketing ideas.


We will review your competitors digital marketing campaigns and analyze ad copy, creatives, and budgets they are using for their campaigns, organic and paid. We will review the following companies as discussed: Advisor Box, Finetooth Consulting, Diamond Consulting, ESP Search Partners, and Cross Search.


There are many ways we will approach your Facebook Marketing campaign, but unless we are targeting the right audience then it will be a disaster. Here is a rundown of how we can scale your marketing on Facebook to optimize results:

  • Custom: Using your client database, we will upload phone numbers, email addresses, Facebook user IDs, and app user IDs. That information will then be matched to as many user profiles as possible.
  • Lookalike: Now that we have a picture of your client database, Facebook can find similar users to open up a whole new set of potential clients.
  • Location, Location, Location: This is important, especially for developing effective ad copy and creative. Ads will specifically target a region, city, state, or country that can purchase your products.
  • Age, Gender, Language: Unless you're targeting kids from 1 to 92, honing in on the right age, gender, and native language of users is important to effective marketing. Luckily, this is easy to do on Facebook.
  • Detailed Targeting: This approach is used to target new clients or people who've never heard of your business before. It involves demographics, interests, behaviors, and other categories.


If we find that one advertisement did better than others, we will take note. That ad can be repackaged with a few modifications to look new again, and thus attract just as much attention as the first time.


There is much data to be gleaned from your Facebook marketing campaign. We will measure analytics data such as advertising metrics, page-level metrics, engagement rate, total page “likes,” and other metrics. We will compile reports and present them to you on a monthly basis.


Facebook marketing campaigns are an ongoing process. We respond to what works and move on fast from what doesn't work. Therefore, we anticipate at minimum of two months from the start to the date your campaign is launched. After that, we monitor and adjust, presenting reports to [Client.Company] on a monthly basis. Here's how the process will look:



Est. Completion

Research and Development

1 week

early March

Campaign Creation

1 week

early March


3 days


Monitoring, analytics, adjustments



Converting Your New Visitors Into Clients

If less than 10% of people that visit your website from clicking on your ads are contacting you, you are losing a lot of customers.Do you know your conversion rate? This is the percentage of visitors that make a purchase after visiting your website.The process of tweaking this is called Conversion Rate Optimization.Without doing this, spending money on Facebook Ads is a waste of your money. You'll get an increase of visitors, but most of them will end up going to your competitors that have better converting websites.

We will create dedicated landing pages that will address the following:

Make Your Content "Customer Focused"

Content is what really matters on a website. Great design and images are powerful. But if your content is bad, it'll all fall apart.All of our content is measured against 3 platitudes to judge the effectiveness, and how customer focused it is, these are:Platitude #1: What is in it for mePlatitude #2: Well, I would hope soPlatitude #3: Who else can say that?

Make it simple to navigate and use

If it takes a visitor more than 3 seconds to find a call to action, it's not in the right place. If they struggle to find what they are looking for, struggle to navigate, or have any difficulties using your website - it is setup wrong.You need to know who your audience is so you can make your website easy for them to use. If you primarily target a male audience as an example, the same copy may not resonate with women. In which case, you want to make your website resonate with this audience.We have studied and tested repeatedly to see exactly how to structure a website to make it easy for different demographics to use.

Encourage and make it easy for people to contact you

Most business websites have one focus, to get more inquiries or sales. More phone calls, more sales, or online contact messages.If this is the case, then it doesn't make sense to not have a contact form on your website. Or to bury your phone number in the middle of your content.Have a short call back form on your homepage (the most visited page on most websites), and have your phone number / contact button at the top right of every page.

How You Are Losing 98% Of Your Potential Clients ... & How To Bring Them Back

Even if your website is setup with the right conversion elements in place, the best you're likely to get is 2% of visitors instantly contacting you.That means 98% of the visitors you are spending money on advertising to send to your website, are not contacting you.Here is how you can turn that around and convert "research now, inquire later" prospects into your clients.

Method #1: Retargeting

Have you ever looked at a product on Amazon, then repeatedly seen this product advertised everywhere afterwards? This is retargeting.After visiting your website, people will be browsing other websites, and seeing your adverts. It's a great way of bringing prospects back and establishing strong brand presence.

Method #2: Lead Magnet Creation

Another way of turning this 98% into sales is through building an email list.A lead magnet is something you give away for free, in exchange for their details. This can be as simple as a free report / white paper.You then create a page on your website to promote this, offer it at the bottom of your other web pages, and advertise it through other mediums.

Method #2.1 Sequence of Autoresponders 

The problem with lots of people downloading the free content you offer, is that you then have to follow up with them. This can take a lot of time when a lot of people are downloading that content.It's not easy to think of a new email to send all the time. Never mind trying to send it to hundreds of people.Instead, you can use an autoresponder to fully automate this. You can pre-create the emails in a sequence, then have them automatically email out X days after someone subscribes.Now you are building a relationship with these people and leading them closer to buying from you. All automatically.

Billing and Payment

Much goes into the cost of a Facebook marketing campaign. First and foremost, Facebook charges for ads two different ways: cost per click or cost per 1,000 ad views. And the rate depends on the size of your company. Please select which method you prefer:

  • Cost per click (average rate: $0.24 per click)
  • Cost per 1,000 ad views (average rate: $0.66)

For your campaign, we suggest the Cost per click bidding option.

These rates will be billed separately from  our invoice, but we will set up this account for Advisor Placement Group.

We charge the following for its services:

Your Investment

Based on a 6 month agreement of services.

What You'll Get

Your Investment

  • Target Client Demographic Research
  • Creation of Ad Copy and Creatives
  • Creation of Landing Pages
  • Exclusivity for your city + 50 mile radius
  • Ongoing Campaign Optimization
  • Monthly progress reports & calls




$250 + 10% of Ad Spend

Frequently Asked Questions

Are my results guaranteed? We are not in control of future changes made by Facebook, and possibly even your website. For this reason, even though we are 100% confident in the results we can get you, our legal advisors wouldn't let us make any guarantees.Why is it a 6 month agreement?6 months is sufficient time to show you great results. It also gives both of our businesses a trial to evaluate whether we are a good fit to continue working together.What will happen after 6 months?We will evaluate the project to decide whether we are a good fit to continue working together. If we are a good fit, the campaign will revert to a month-to-month agreement.I have questions about your service...No problem. Email me directly at is Financier SEO?Financier SEO is a nationally recognized team of specialists in developing digital marketing campaigns for financial services professionals. Our home office is in Houston, Texas - however our team is often found in different locations, providing coaching and fulfillment services to financial services business owners all over the country.

How Do I Get Started?

Along with this proposal, we are also going to send you a contract to fulfill this campaign for you.You can sign the contract online, no need to print or fax, and once that is done, we will have your first invoice sent to you, and we will begin working on your campaign.

Need any help?

Throughout our time working together, I will be your point of contact. You can contact me at any time using the info below...

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Leonard 857-8403

That is my direct mobile phone number if you need support ASAP, otherwise please email or book calls in advance. The best and most reliable contact method is via email. I do travel regularly, so if I do not answer, please reach out via email.

Thank you for your time.

Leonard Parker and the Financier SEO Team