Elevate - Coaching and Assistance

Your Own Virtual Marketing Assistant

As a busy financial professional, you don’t always have time for marketing. With Elevate™, you gain a team of marketing assistants to execute everyday tasks for you while you run your business. Our team will handle everything you need improve your online presence, boost your marketing, and reach new leads.

Elevate + Assist

We want to bridge the gap between advisors looking for great marketing and having to do it themselves...

Most companies provide you the tools to succeed, but it's on you to achieve the outcome; not anymore!

Elevate will now feature the Assist Program, allowing the Marketing Experts to handle your digital marketing for you.

From blogs to social media posts and everything in-between.

We are in the drivers seat!

Why Choose Elevate?

Why Get Into Marketing?

Why Get Into Marketing?

You are a financial professional... You manage finances, retirements, taxes and insurance policies.


Why would you want you or your staff to handle an unknown area of digital marketing and add more to your plate?


Don't Make Your Staff Do It!

Don't Make Your Staff Do It!

You hired your staff for a purpose. Maybe it was an office manager, or reception.


Just because someone knows how to use social media, does not mean they can use it as a financial professional for marketing.

This Is What We Were Born To Do.

This Is What We Were Born To Do.

Our staff has been highly trained on many levels of digital marketing and customer service.


Delegation is how companies and individuals succeed. Someone who has your back and looks out for you and your clients.

Results Speak For Themselves!

Results Speak For Themselves!

Our advisors are happy. They keep focusing on what makes their services unique, their staff great and their client's happy. We focus on the rest.


Your experience with an Elevate Coach is rewarding and worth every bit of your investment. Your staff will thank you for it.

How Much Does Elevate Cost?

$3,499 One-Time Setup

The initial setup consist of the following:

  • Exclusive Website Setup - $2,499
  • Shared Space Setup Marketing Calendar - $500
  • Platinum Coaching - Coaching Calls - $1,200
  • SEO Foundations - $1,200
  • SEO Enhanced Content - $499
  • Custom Copywriting (7 pages) - $499
  • PPC (Pay-Per-Click Ads Setup - $300

A $6,500+ Value

$695 Ongoing

The ongoing coaching and monthly assist programs include:

  • FMG Attract Website Level Tools 
  • Website Updates Assist
  • Social Post Assist
  • Email Creation Assist
  • Events Assist
  • Local Search (SEO Boost & Backlinks)
  • Print Project Assist
  • PPC Brand Assist
  • Automated Campaign Assist
  • Monthly Elevate Webinar
  • Quarterly Check Up
  • Platinum Coaching (*included for 12 months)

Platinum Coaching can be continued after year-one at $1,200 or an additional $100 per month.

Current member? You get massive discounts, just let us know!