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Marketing Proposal for Retirement Transition Advisory Group

Overview

This engagement is structured to do one thing: consistently generate qualified retirement planning leads that convert into revenue.

David L. Conner has over 30 years of experience. That authority is currently under-leveraged. The existing ads are generic, ineffective, and fail to differentiate Retirement Transition Advisory Group from competitors. What’s needed is not “more marketing”—it’s a fully integrated system engineered for one result: appointments with high-intent prospects.

Engagement Terms – $2,999 Quarterly

(or $999/month — website redesign not included)

• 65% allocated to ad spend

• 35% allocated to strategy, creative, and execution

• No contracts. Cancel anytime. All assets remain your property.

What’s Included

1. Website Redesign (Quarterly clients only)

• Conversion-optimized, mobile-responsive, zero fluff

• Focused on one goal: turn visitors into booked appointments

• Simplified structure with no distracting menus, dead-end pages, or vague messaging

• Emotional positioning: Retirement is risky. We make it safe.

2. Facebook Ad System

• Strategic messaging built around risk, trust, and urgency

• Custom creative, ad copy, and audience targeting—not templates

• Multiple ad variations tested for performance

• Campaigns launched within 5 business days of engagement

3. Funnel Development

• Each campaign includes a custom landing page with high-impact copy, visuals, and trust elements

• A/B testing on copy, layout, CTAs, and lead forms

• Built to capture lead data and push to your calendar

4. Continuous Optimization & Auditing

• 2 full marketing audits per month

• Funnel metrics, ad results, landing page heatmaps

• Copy and creative are adjusted based on actual data, not guesswork

5. Copywriter Access

• Direct access to a seasoned conversion copywriter

• Regular content refreshes based on audience behavior

• Copy written specifically for your voice and your audience—not corporate speak

6. Reputation Amplification

• Highlight media appearances and client trust signals

• Strategically request and promote positive reviews

• Use David’s credibility to crush larger competitors who can't adapt quickly

Why This Works

• Positioning: We lean into your actual strength—decades of experience and real outcomes, not generic brand fluff

• Differentiation: Your ads and landing pages will look nothing like the boilerplate content used by larger firms

• Speed & Agility: We launch, test, and optimize fast. No waiting weeks for approvals or red tape

• Emotion-Driven Marketing: We craft messaging that makes people act, not just browse

Performance Framework

• Launch within 5 business days

• Two performance audits per month

• Copy and creative adjusted bi-weekly

• No contracts, no fine print—you own everything we build

Final Notes

If you’re looking for someone to “manage ads,” this is not the right engagement.

If you’re looking to build a high-performing marketing system that gets appointments on your calendar and scales intelligently, we’re ready to begin.