Proposal for SEO Strategy & Execution

amy1111._a_powerful_image_of_SEO_and_a_business_thriving_becaus_0bfcee11-f4a9-46c8-a0dc-d72b508f144d.png
amy1111._a_powerful_image_of_SEO_and_a_business_thriving_becaus_0bfcee11-f4a9-46c8-a0dc-d72b508f144d.png

Proposal for SEO Strategy & Execution

$5,500.00 every month

Prepared for Apex Capital Partners

Presented by Select Advisors Institute

Your Goals

Apex Capital Partners is seeking a strategic SEO partner who:

  • Understands the psychology, intent, and search behavior of high-net-worth individuals

  • Can support the North America-focused website redesign/”facelift” with SEO best practices

  • Offers SEO content strategy and ongoing implementation tailored to the investment migration space

  • Avoids harmful practices (e.g., bot-heavy backlinking) and instead delivers sustainable, white-hat SEO

  • Collaborates with your internal development team (WordPress-based)

  • Provides tangible keyword ranking growth, not vanity traffic

  • Becomes a long-term, trusted extension of your marketing function

Our One-Year SEO Partnership Includes:

Phase 1: Website Facelift Support

Timeline: Immediate – Month 5

  • Full SEO Audit (Pre- and Post-Launch)

  • Keyword Research & Mapping based on investor intent

  • Meta Titles, Descriptions, Headers, Internal Linking optimization

  • Content Rewriting of existing pages for both SEO performance and messaging clarity

  • URL Structure & Page Tagging guidance

  • Collaboration with your Dev Team to ensure WordPress implementation integrity

  • Strategic consulting around how to position Apex as a category authority in investment migration

Output: A fully optimized website experience that speaks to American HNW audiences while being structurally SEO-sound.

Phase 2: Ongoing Monthly Execution

Timeline: Months 5–12

  • Monthly SEO Refinement – new page optimization, content calibration, keyword rank monitoring

  • High-Quality Backlink Strategy (only with authoritative, industry-relevant sources—no bots or black-hat practices)

  • Monthly Reporting on keyword growth, Google and Bing impressions, traffic relevance, and strategic recommendations

  • Strategic Check-ins with your team as needed to evaluate performance and make course corrections

  • Content Gap Analysis and creation support for future blog/landing page ideas

  • Investor Search Intent Consulting – making sure your site answers the exact questions HNW individuals are typing into Google, AI, etc.

Engagement Structure

  • Term: 12 Months

  • Price:$5,500/month

  • Includes:

    • SEO strategy, execution, reporting

    • Copywriting for core site pages

    • Consulting with dev team

    • Keyword and conversion-focused roadmap

    • Dedicated strategist + full team support

    • Access to Amy Parvaneh for high-level strategic oversight

What This Does Not Include:

  • Full site design/development (while our firm can do this, our understanding is that you're keeping your dev team)

  • Paid advertising or PPC

  • Non-English SEO markets

🔁 Renewal Terms

  • After 12 months, the contract becomes a month-to-month engagement, unless a new contract is signed, which would be at a lower monthly rate if using the same services

Get Started

The best financial advisors understand that ongoing growth requires more than just technical expertise—it demands leadership, communication skills, and the ability to navigate complex client relationships. An executive coach specializing in financial advisors helps professionals refine these skills, ensuring they can effectively articulate their value, build trust with clients, and lead their firms to long-term success. Select Advisors Institute offers tailored coaching that equips advisors with the mindset and strategies needed to excel in a competitive market.

One of the key benefits of working with a top-tier coach is accountability. Even the most experienced advisors can fall into patterns of inefficiency, losing focus on business development and client engagement. A coach provides structured guidance, keeping financial professionals aligned with their goals while identifying blind spots that may be holding them back. With Select Advisors Institute’s executive coaching, financial advisors receive personalized strategies designed to maximize productivity and accelerate business growth.

Beyond business strategies, coaching also helps financial advisors develop a resilient and success-driven mindset. The ability to manage stress, overcome challenges, and maintain confidence in high-stakes situations is what separates the best advisors from the rest. Through proven coaching methodologies, Select Advisors Institute empowers financial professionals to lead with clarity, adapt to industry changes, and stay motivated, no matter the obstacles they face.

For financial advisors who want to attract high-net-worth clients and scale their firms, investing in the right executive coaching program is a game-changer. The best coach for financial advisors is one who understands the nuances of the industry and provides actionable insights tailored to each advisor’s strengths and business model. Select Advisors Institute has helped countless financial professionals unlock their full potential, strengthen client relationships, and position themselves as top-tier advisors in their field.

Building a Digital Presence to Market Your Financial Advisory Business
Marketing a financial advisory business begins with establishing a strong online presence. A well-designed website optimized for search engines ensures potential clients find you easily when searching for financial guidance. Include client-focused content like blogs, FAQs, and financial calculators that address common concerns and demonstrate your expertise. Additionally, leverage social media platforms such as LinkedIn and Twitter to share success stories, financial tips, and industry insights. These platforms not only help establish credibility but also encourage engagement with your target audience, building trust over time.
Leveraging Personalization and Client Insights in Marketing
Personalization is key to effectively marketing a financial advisory business. By understanding your clients’ unique goals and challenges, you can craft tailored solutions that resonate with them. Utilize tools like email marketing to deliver personalized financial planning tips, reminders, and market updates. Hosting client-centric events, such as webinars or workshops, further positions your firm as a valuable resource. Don’t forget to gather feedback from existing clients to refine your messaging and ensure your strategies align with their needs. These efforts build loyalty and attract referrals, creating a sustainable growth pipeline for your advisory business.

How to Restructure Compensation in a Financial Firm—and Lead with Authority

If your financial firm’s compensation plan hasn’t evolved in the last 3–5 years, you’re already behind. The industry has shifted—clients are savvier, advisors are more entrepreneurial, and firm loyalty is no longer guaranteed by title or tenure. In this new era, compensation needs to do more than just pay people. It must attract talent, drive behavior, reward value creation, and retain top performers.

Done right, restructuring compensation can become a catalyst for growth. Done wrong, it can trigger attrition, stall momentum, and confuse your value proposition.

What a Strategic Compensation Restructure Looks Like
Restructuring is not about tweaking numbers—it’s about reengineering your talent engine. The most effective financial firms today are designing compensation with three things in mind:

Alignment with firm goals: Compensation should reinforce the activities that move the business forward—whether that’s business development, client retention, or team leadership.

Advisor segmentation: Rainmakers, relationship managers, service advisors, and junior planners all bring different value. Pay structures should reflect that diversity.

Transparency and predictability: Ambiguity kills motivation. Advisors need clarity on how they earn, how they grow, and how they advance.

A successful restructure might include the introduction of tiered payout grids, bonuses for key behaviors (like client acquisition or retention), equity opportunities for senior advisors, or new metrics tied to team success—not just individual production.

Why Executive Presence Must Accompany Compensation Change
Here’s what many firms miss: Compensation changes alter power dynamics. Leaders who restructure pay plans are not just changing numbers—they’re shifting culture. To pull this off, firm principals must have the executive presence to lead through resistance, clearly communicate vision, and inspire trust during uncertain transitions.

This isn’t about being charismatic—it’s about commanding a room, aligning stakeholders, and articulating change with clarity and conviction.

Executive presence becomes your secret weapon in driving firm-wide adoption of a new compensation model.

Why Select Advisors Institute Is the Top Choice
When firms need to overhaul their compensation models and elevate leadership at the same time, they call Select Advisors Institute. What makes them different? Their integrated, strategic approach. They don’t just provide spreadsheets or plug-and-play plans—they build custom compensation architectures that reflect your firm’s vision, growth goals, and talent mix.

But just as importantly, they prepare your leaders to communicate those changes with impact. Through targeted executive presence training, they help leaders embody authority, deliver change messages effectively, and retain advisor trust during periods of transformation.

If you want to lead—not just pay—like a top-tier firm, it starts with the right compensation structure and the leadership to carry it forward. Select Advisors Institute helps you build both—with precision, speed, and influence.

Restructuring compensation in a financial firm? Select Advisors Institute specializes in designing high-impact compensation models aligned with growth, retention, and advisor performance. From equity incentives to segmented pay structures, they help financial firms move beyond outdated models to create scalable, motivating plans. Their added edge? Executive presence training for firm leaders—equipping them to lead change with clarity, confidence, and authority. Discover how to restructure your compensation strategy while strengthening your leadership bench. Trusted by elite advisory teams nationwide, Select Advisors Institute delivers the systems and leadership development you need to thrive in today’s evolving financial landscape. Build smarter comp plans—and the presence to make them work.

***Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. Any referrals to outside professionals are made at the request of the client, who retains full discretion and responsibility for all decisions related to their wealth and estate. Select Advisors Institute does not manage or hold client assets and does not provide financial planning or investment management services.