Digital marketing for wealth advisory firms

Start booking more meetings, without another platform to run.

What we do

We write it. You approve it. We run it.

Done-for-you campaigns for wealth advisors. One channel to start. No new platform. You keep your website.

  • LinkedIn posts
  • YouTube channel
  • Lead magnets
  • Webinars
  • In-person seminars
  • We write the campaign and run it
  • Your compliance team approves before it goes live
  • Prospects book on the website you already have
  • You get a report of new meeting requests

Need a website or landing pages? We can build those too.

How it works

Three steps

  1. Pick one campaign

    LinkedIn, YouTube, a lead magnet, a webinar, or a seminar. One channel first.

  2. You approve

    Your compliance team reviews what we send. Then we publish.

  3. We run it

    Mixell Group operates the campaign. You see new appointment requests.

Free email series

Get the $20M AUM playbook

A 5-part email series on defining your HNW persona, solving their pain points, and scaling across LinkedIn, YouTube, and paid ads.

Book more meetings

We run the campaigns. You stay with clients.

Not ready to talk? Get the $20M AUM playbook.