Great content builds brands. Strong brands attract clients.

Your social content matters.

Stay
Top of Mind
When someone in your area thinks “financial advisor,” who comes to mind? If it’s not you right now, it’s fixable, and great content can help. It enables you to literally place yourself in the palms of your prospects’ hands, without breaking the bank.
Build Thought Leadership
Great content helps you showcase your professionalism, process, and expertise, without having to brag or self-promote. Many advisors claim the same things. Show your prospects that you’re different.
Deepen Client Relationships
There are only so many times you can see or talk to a client or COI throughout the year. Social content gives you the ability to stay in front of them in a way that’s relevant, meaningful, and builds on the relationship.
Ensure a Great First Impression
Our data shows that 95% of your prospects will look you up online prior to engaging your services. Great content helps them see you as current and professional, not someone who is “behind the times.”

Why our content excels...

We offer a powerful combination of knowing the industry, understanding social media, and being writers and designers by trade. We work collaboratively to harness each of our strengths.

We use the same creative process every month, from conception to design to delivery. It helps ensure that our content not only looks good, but is on-time and mistake-free.

We obsess over content marketing in our own business. We build our own content, run our own ads, and track our own metrics. Doing this for decades gives you great perspective.

We are students of social media; constantly looking for trends and best practices that can help our clients succeed. Our programs continually evolve for exactly that reason.

We offer three solutions.

  • Standard
  • Plus
  • Premium

We provide you with access to our Base Designs, which you then post on your social channels. Our Base Designs are carefully crafted to engage, inspire, and educate your audience on an array of personal finance topics.

We provide you with access to our Base Designs, add in Custom Designs, Niche Designs, and Portrait Designs. We design all of this to meet your brand standards before having your dedicated Content Coordinator post it on your behalf.

Branded Base Designs

Blog Library

Scheduling and Posting

Portrait Designs

Niche Designs

Custom Designs

Branded Base
Designs

Blog
Library

Scheduling and Posting

Portrait
Designs

Niche
Designs

Custom
Designs

We collaborate with you to create unique, custom designs, which we then schedule, post, and analyze. This is a great option for those with a unique niche market or who have a video or podcast series they’d like our help in promoting.

*Compliance: We probably already know your firm's requirements.

[If not, we'll learn them.]

Lets get started.

Standard

Plus

Premium

Monthly Fee

$99/mo

$499/mo
$1,499+/mo
Base Designs

Monthly financial designs.

8
8
Niche Designs

Niches Include: Business Owners, Women, Young Professionals, Executives and Medical Professionals.

2
Custom Designs
Designs from your creative ideas. Promotions, celebrations and more.
2
Portrait Designs

Monthly designs with portraits of you in a thoughtful, value-focused manner.

2
Monthly Design Total
8
14
14
Content License
Individual
Team
Team
Post Captions
Text-based descriptions that provide context and highlight the designs.
Dedicated Content Coordinator
An Oechsli expert who will act as your content wizard and you don’t have to invite them to your Christmas party.
Advisor Branding
Your logo and colors will be harnessed to ensure your content is on brand.
Scheduling and Posting
A collaborative content calendar with your monthly post schedule.
Blog Library
Ghost-written articles built for your website that can be shared on social media.
Fully Custom Designs
Your content coordinator will collaborate with you to design 14 graphics each month
Monthly Strategy Session
Time devoted to new concepts, designs, trends, and actionable ways to utilize your content.
Unlimited Revisions
Full Creative Control
Analytics and Reporting
*6 Month Commitment​.
*6 Month Commitment​.
Posting on up to 3 accounts.
*6 Month Commitment​.
Posting on up to 6 accounts.

Standard

Monthly Fee
$99/mo
Base Designs
Monthly financial designs.
8
Niche Designs
Niches Include: Business Owners, Women, Young Professionals, Executives and Medical Professionals.

Custom Designs

Designs from your creative ideas. Promotions, celebrations and more.
Portrait Designs
Monthly designs with portraits of you in a thoughtful, value-focused manner.
Monthly Design Total
8
Content License
Individual
Post Captions
Text-based descriptions that provide context and highlight the designs.
Dedicated Content
Coordinator
An Oechsli expert who will act as your content wizard and you don’t have to invite them to your Christmas party.
Advisor Branding
Your logo and colors will be harnessed to ensure your content is on brand.
Scheduling and Posting
A collaborative content calendar with your monthly post schedule.
Blog Library
Ghost-written articles built for your website that can be shared on social media.
Fully Custom Content
Your content coordinator will collaborate with you to design 14 graphics each month
Monthly Strategy Session
Time devoted to new concepts, designs, trends, and actionable ways to utilize your content.
Unlimited Revisions
Full Creative Control
Analytics and Reporting
*6 Month Commitment​.

Plus

Monthly Fee
$499/mo
Base Designs
Monthly financial designs.
8
Niche Designs
Niches Include: Business Owners, Women, Young Professionals, Executives and Medical Professionals.
2
Custom Designs
Designs from your creative ideas. Promotions, celebrations and more.
2
Portrait Designs
Monthly designs with portraits of you in a thoughtful, value-focused manner.
2
Monthly Design Total
14
Content License
Team
Post Captions
Text-based descriptions that provide context and highlight the designs.
Dedicated Content
Coordinator
An Oechsli expert who will act as your content wizard and you don’t have to invite them to your Christmas party.
Advisor Branding
Your logo and colors will be harnessed to ensure your content is on brand.
Scheduling and Posting
A collaborative content calendar with your monthly post schedule.
Blog Library
Two ghost-written articles built for your website that can be shared on social media.
Fully Custom Content
Your content coordinator will collaborate with you to design 14 graphics each month
Monthly Strategy Session
Time devoted to new concepts, designs, trends, and actionable ways to utilize your content.
Unlimited Revisions
Full Creative Control
Analytics and Reporting
*6 Month Commitment​.
Posting on up to 3 accounts.

Premium

Monthly Fee
$1,499+
/mo
Base Designs
Monthly financial designs.
Niche Designs
Niches Include: Business Owners, Women, Young Professionals, Executives and Medical Professionals.
Custom Designs
Designs from your creative ideas. Promotions, celebrations and more.
Portrait Designs
Monthly designs with portraits of you in a thoughtful, value-focused manner.
Monthly Design Total
14
Content License
Team
Post Captions
Text-based descriptions that provide context and highlight the designs.
Dedicated Content
Coordinator
An Oechsli expert who will act as your content wizard and you don’t have to invite them to your Christmas party.
Advisor Branding
Your logo and colors will be harnessed to ensure your content is on brand.
Scheduling and Posting
A collaborative content calendar with your monthly post schedule.
Blog Library
Two ghost-written articles built for your website that can be shared on social media.
Fully Custom Content
Your content coordinator will collaborate with you to design 14 graphics each month
Monthly Strategy Session
Time devoted to new concepts, designs, trends, and actionable ways to utilize your content.
Unlimited Revisions
Full Creative Control
Analytics and Reporting
*6 Month Commitment​.
Posting on up to 6 accounts.

What our clients have to say

Other Testimonials...

Let's discuss raising your social media game.

FAQs

Frequently Asked Questions about Oechsli Content

Yes. Use without a license is strictly prohibited. We will find you, embarrass you, and send you an invoice.
Yes, if you want a turn-key solution for financial advisor content, don’t have the time/energy to do it yourself, and want to be way ahead of the competition.
We have a minimum commitment of 6 months and then it goes month-to-month. We see these as long-term financial advisor social media partnerships. Some of our clients have been in the program over five years.
In our Standard program, you can simply download your new designs from our client portal every month. In our Plus program, we’ll be loading your designs into our editorial calendar for your review and feedback. You’ll also have a dedicated Content Coordinator for any questions that arise. With our Premium option, you’ll have monthly strategy sessions with your Content Coordinator along with detailed monthly analytics.
We work with every type of firm – from wirehouses to RIAs. We work to understand your opportunities and your limitations and we build your game plan accordingly.
We primarily focus on content that’s suitable for LinkedIn, Facebook and Instagram. These sites tend to produce the most benefit with financial advisor social media. We will work with you to determine which sites are most appropriate for your audience.
Our Standard program includes an individual license to use our content. This means one person can use our designs on their social media accounts. Our Plus and Premium programs include a Team license, which means one financial team (limit 5 people) may use the content across each team member’s social channels.
In the Plus and Premium programs, we will post content on your behalf, but we limit this to three accounts. For example, it could be your LinkedIn profile, your Instagram, and your Facebook business page. Additional accounts for posting can be added for $99 per month.
This depends on the program selected. In Standard, we do not provide you with any revisions. In Premium, we provide unlimited revisions. In the middle tier (Plus), we provide you with one round of revisions, which includes edits to the captions and tweaks to the designs. If you decide that you just don’t like one of the designs we provide you, you can decline it, but we do not provide replacements.
If you’re in the Plus program, we provide two niche designs per month. Our current niche offerings include business owners, women, Millennial/Gen-X, executives, and medical professionals. If your niche does not fall into one of these categories, the Premium program might be the best fit for you.

The Standard program is great for an advisor with limited budget, but places value on high-quality social content. It also works well for team members in charge of marketing who need fresh concepts each month.

The Plus program is our most popular program. It’s ideal for an advisor looking for social content that is high quality, branded for them, and posted on their behalf.

The Premium program is a great option for those with a unique niche market or who have a video or podcast series they’d like our help in promoting.

We price individual custom designs at $150 per design.