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

Pick one campaign
LinkedIn, YouTube, a lead magnet, a webinar, or a seminar. One channel first.
You approve
Your compliance team reviews what we send. Then we publish.
We run it
Mixell Group operates the campaign. You see new appointment requests.

Book more meetings

We run the campaigns. You stay with clients.

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