Marketing for CFPs
Marketing Solutions for Certified Financial Planners
Drive growth, acquire qualified leads, and elevate your financial advisory practice with tailored strategies that understand your world.
Drive growth, acquire qualified leads, and elevate your financial advisory practice with tailored strategies that understand your world.
We specialize in helping Certified Financial Planners grow their practices through targeted marketing strategies that combine financial industry expertise with cutting-edge digital techniques.
We believe every financial planner deserves a steady stream of qualified leads without sacrificing the personal touch that makes your practice unique.
CFPs Supported
Years Experience
AUM Driven
Tailored for financial professionals who want results, not just activity.
Maximize ROI with data-driven ad strategies across multiple platforms and channels.
Create, design, and inspire with engaging content and visuals that convert.
Optimize, scale, and maximize ROI with expert paid ad management across platforms.
Ideate, innovate, and inspire with creative marketing strategies that stand out.
Boost visibility and attract qualified leads with proven SEO strategies built for CFPs.
Build a steady pipeline of qualified financial planning prospects ready to convert.
A snapshot of how we've helped financial planners grow their practices.
"OneTechgen completely transformed our client acquisition. We went from 2–3 leads a month to 15+ qualified prospects every week within 90 days."
"Their understanding of the financial services compliance landscape is impressive. Every campaign has been both effective and fully compliant."
"Our AUM grew by $8M in 6 months largely thanks to the targeted SEO and Google Ads campaigns OneTechgen built for us. Outstanding ROI."
Our CFP marketing practice is built specifically for Certified Financial Planners and financial advisors, though we work with related financial services professionals on a case-by-case basis.
Paid campaigns typically show measurable results within 30–60 days. SEO and content strategies generally take 90–180 days to reach full momentum, but the leads they generate are highly qualified.
Yes — all our campaigns are built with FINRA and SEC compliance guidelines in mind. We stay current with regulatory changes that affect financial advisor marketing.
We offer flexible packages based on your practice size and goals. After an initial discovery call, we'll build a custom proposal with clear deliverables and pricing — no vague retainers.
Absolutely. Many clients start with a single service like Google Ads or SEO, then expand as they see results. We don't require bundled packages.