Successful advisors are experts in bothFinance and Sales.

How do you become an expert?

  • Finance(licenses and certifications)
  • Sales?
  • Operations?
  • Marketing?

Tango: we take marketing off your list.

  • Easy:done for you
  • Effective:gets you clients
  • Affordable:even for a solo RIA
Zeke Silvani
Zeke Silvani
CEO
1,000+

marketing campaigns

500+

websites

14

years launching products and businesses

Cambridge Associates UC Berkeley Google Capital One Convert It Legal Marketing

We’ll do everything except close your deals…

Revenue

Social proof

  • 5-star reviews on Google
  • Client testimonials on website

Generate leads

  • Local SEO
  • Retarget website visitors
  • Email and LinkedIn campaigns

Online presence

  • Custom website
  • Google Business Profile
  • Social media

Choosing a good target:

T

Targetable

Can you find this audience at scale? Are your descriptors quantitative?

A

Asset-rich

Do they have the resources to be profitable for you?

N

Nuanced

Does this audience share a nuanced financial pain point that you understand and can help with?

GO
Bad“friendly person who is uncertain about their retirement plan”
Good“engineer at NVIDIA in NYC with a title of director or above”

Your network is your most important asset.

  1. 1

    We reach out to up to 1,000 of your ideal connections every month.

  2. 2

    Your network grows cumulatively every month.

  3. 3

    We run campaigns to monetize your network.

idealprospects intro pitch insight / guide online workshop event / seminar appointments Mo. 1Mo. 2Mo. 3Mo. 4Mo. 5Mo. 6Mo. 7Mo. 8Mo. 9Mo. 10

The longer you’re in market, the more appointments you get.

Done-for-you marketing funnel:

  1. 1
    Outreach

    We’ll reach out to 1,000 of your ideal prospects every month with a marketing campaign over LinkedIn and email.

  2. 2
    Campaign assets

    You get webinars, guides, landing pages, and other assets we can create campaigns around.

  3. 3
    Social media and brand

    We’re reaching out to so many prospects, let’s ensure your website, social media, and online presence are all polished.

  4. 4
    We start the conversations, you close the deal!
Targeting and data
Four stacked rings: outreach, campaign assets, social media and brand, and the deal you close

Example campaign:

TargetConstruction-Tech Founders
FormatWebinar
Value propositionLearn how to maximize your valuation and prepare for a successful acquisition.
Webinar landing page for a construction tech acquisition workshop

Example replies:

Reply: sure, let’s talk tomorrow
Reply: was wondering if you offer financial planning services as well
Reply: I’m moving to Dublin next month, does your span international borders?
Reply: definitely interested, let’s set up a call
Reply: sure we can chat
Reply: thanks for reaching out, I have time Wednesday afternoon
Reply: I’m in Australia, Pacific time is no good for me
Reply: I have been meaning to work with someone on this for a while and would love to talk
Reply: can we connect next week, I am on the road this week

A compelling online presence will increase conversions.

Website
Advisor website: Retire with confidence, with a plan built around you
Local SEO
Google Business Profile for Austin Creek Capital with a 5.0 rating
 
Monthly posts and product cards on the Google listing

Social media

BlogFacebookGoogleLinkedIn

Social proof.

A recommendation online holds just as much weight as from a friend or family!

Advisor website: Retire with confidence, with a plan built around you
Google reviews panel showing a 5.0 rating from 20 reviews
“My wife and I could not say enough good things about Chris and the way he handles his business…”
“He genuinely cares and it’s reassuring that I have him in my corner. I’ve been more relaxed than ever before.”
“Working with Chris has been a game-changer for my financial future! He took the time to really understand my goals and walked me through every step with patience and clarity.”

Pricing.

After a short 6-month term, all services are month-to-month. Our only incentive is to help you retain more clients. All services are optional. All plans include a $499 setup fee.

Philip Alford
Philip Alford★★★★★
My three best clients came from a Tango LinkedIn campaign, and they overhauled our website into something modern, sleek, and professional.
Foundation
$499/mo
  • Google profile optimization
  • 5-star review generation
  • Monthly posts on Google
  • Local SEO analytics
  • 200 LinkedIn prospects / month
Expansion
$599/mo
  • Everything in Foundation
  • Graphic design services
  • Monthly posts to Facebook
  • Monthly posts to LinkedIn
  • 600 LinkedIn prospects / month
Domination
$1,299/mo
  • Everything in Expansion
  • Custom Website (design/build/host)
  • Fully featured CRM
  • 1,000 Email prospects / month
  • 1,000 LinkedIn prospects / month
Get started

How to write messages that get replies:

1

Trust = Warmth + Credibility

Warmth = does this person have my best interests in mind?

Credibility = can this person do what they say?

2

A good hook

  • Uses urgency
  • Uses scarcity
  • Avoids sounding “salesy”
  • Adds value
  • “Did you know…”
3

Consistency is everything

7 touches until someone responds?

Think of your clients…

Hi [first_name], I work with several of your colleagues at [company] and figured I’d reach out.

Regardless of when [company] actually IPOs, your tax bill will probably be your biggest expense (by far).

My job is to minimize the tax burden of your RSUs or options, and I can show you what strategies you should be thinking of ahead of time (the earlier the better usually!)

I put together a .pdf outlining the most popular strategies among your colleagues with some specific things you should be taking into consideration, let me know if that would be helpful and I’ll send it over!

Full transparency: I’m happy to provide as much free information as I can up front, my only ask in return is whenever you are ready to hire an advisor (whether that’s in 6 months or 2 years!) you just keep me on your list…

Thanks!
Advisor