Financial advisory team meeting in modern office

Financial Advisor Marketing That Connects With Your Website, CRM and Follow-Up

We help independent RIAs and wealth management firms turn disconnected tools into one automated system. Attract prospects, automate your follow-up, and secure your practice's technology.

Review Your Marketing and Systems

Built for advisory practices

Independent advisors, financial planners, RIAs, wealth management firms and multi-advisor teams.

Works with your existing tools

Wealthbox, Redtail, Salesforce Financial Services Cloud, Smarsh, Global Relay and Microsoft 365.

Start where the problem is

Improve one area, connect several systems or build a new foundation.

Common Starting Points

We work with solo advisors, independent financial planners, multi-advisor practices, and wealth management RIAs.

Building a New Foundation

For Breakaway & Newly Independent Advisors

You need everything established from day one without managing a dozen vendors.

  • Brand & Website
  • CRM Configuration
  • Email, Security & Backups

Fixing Lead Follow-Up

For Established Practices

You generate inquiries, but the manual process of managing them is failing.

  • Inconsistent response times
  • Weak CRM adoption
  • Unclear inquiry ownership

Connecting Scattered Systems

For Growing Firms

You have capable tools, but they operate in silos creating duplicate work.

  • Too many vendors
  • Inconsistent internal processes
  • Disconnected marketing & tech

The Financial Advisor Prospect Journey:
From Discovery to Management

A strong financial advisor marketing system should guide prospects from search or referral to a discovery meeting, consistent CRM follow-up and ongoing communication.

Stage 1

Get discovered by the right prospects

Where It Breaks

Prospects land on generic pages or cannot identify the right next step.

Our Approach

Use financial advisor SEO, paid campaigns, referral pathways, seminars and social content to reach the right prospects and direct them to relevant services.

Attract Systems

SEO and AI-search visibility

Improve visibility for relevant advisory services, financial planning searches and local prospects.

Paid advertising & landing campaigns

Build campaigns and landing pages around specific advisory services, seminars, webinars and consultation offers.

Content, email & social communication

Maintain consistent communication with prospects, referral sources and existing audiences.

Content & Social Email & SMS

Designed to support your existing review process

Breakaway can configure workflows around your firm’s existing approval, recordkeeping, access-control and review processes. Breakaway does not provide legal, financial or regulatory compliance advice.

Work With Breakaway Without Giving Up Control

We integrate with your firm as a technical partner, not a dictator. You retain full ownership, administrative access, and strategic direction over your entire practice.

Start with one priority

Use Breakaway for a website, marketing campaign, CRM improvement, automation workflow or IT project without committing to every service.

Keep what works

Breakaway can work with existing tools, internal teams and outside providers rather than replacing everything automatically.

Maintain ownership

The firm should retain ownership and administrative access to its domain, website, advertising accounts, CRM data and core business systems.

Continue after implementation

Breakaway can provide ongoing marketing, website, automation or IT support based on the specific areas the firm needs.

What Breakaway Does for Financial Advisors

SEO & Local Search for Advisors

Rank higher for high-net-worth searches. We optimize your Google Business Profile and website content to capture local intent like "fee-only financial planner near me" and specialized wealth management terms.

Digital Marketing & Seminar Promotion

Drive consistent growth with targeted paid advertising, webinar registration funnels, and automated email nurturing campaigns designed for RIAs and wealth managers.

Custom Financial Advisor Web Design

Stop relying on generic brochure templates. We build fast, premium, SEC-compliant websites designed specifically to convert website traffic into booked discovery meetings.

CRM Setup & System Integration

Connect your marketing directly to Wealthbox, Redtail, or Salesforce. We build the automated systems that capture leads, route them to the right advisor, and track follow-up.

IT Support & Cybersecurity for RIAs

Protect your client data with enterprise-grade IT support. We manage Microsoft 365, user access controls, backups, and secure cloud environments tailored for financial firms.

SEC/FINRA-Compliant Archiving

Never fear an audit. We integrate your communications with Smarsh and Global Relay to ensure all marketing, emails, and SMS follow-ups meet strict regulatory archiving rules.

Building the Digital and Technology Foundation for a Breakaway Advisor

Leaving a wirehouse or larger institution often means rebuilding the systems behind the practice. A newly independent advisor may need a new website, CRM, email environment, marketing foundation, user access and ongoing IT support at the same time.

Prospect and client experience

  • Positioning and firm messaging
  • Website, service and audience pages
  • Search visibility
  • Discovery-meeting and referral pathways
  • Prospect email and follow-up communication

Practice technology and operations

  • CRM setup and lead routing
  • Microsoft 365 and email
  • User accounts, permissions and access controls
  • Cloud files and shared-workspace structure
  • Cybersecurity, backups and recovery planning
  • Ongoing IT and systems support
Breakaway can help build and coordinate the marketing, website, CRM and technology foundation. Legal, regulatory, custodian and broker-dealer transition requirements remain with the firm and its professional advisers.

Frequently Asked Questions

Breakaway provides financial advisor marketing, website design, CRM and workflow automation, and IT support. Firms can use one service or connect several areas so inquiries, follow-up and business systems work more consistently.
Yes. Breakaway can support solo advisors, financial planning firms, RIAs, wealth management firms and multi-advisor practices. The scope depends on the firm’s team, existing tools and primary problem.
Yes. A firm can start with a website, SEO, advertising, CRM setup, automation or IT support. Breakaway can also connect several areas when the problem crosses multiple systems.
Breakaway can work with systems including Wealthbox, Redtail, Salesforce Financial Services Cloud, Smarsh and Global Relay, as well as Microsoft 365 and broader cloud infrastructure. The exact approach depends on the platform, available integrations and the firm’s existing setup.
Breakaway can build workflows around the firm’s existing approval, archiving and access-control process. Breakaway does not provide regulatory advice or replace the firm’s compliance review.
Yes. Breakaway can help establish the website, CRM, email, cloud environment, user access, backups and marketing foundation for a newly independent firm. The project scope is coordinated around the firm’s transition plan and existing professional advisers.
The firm should retain ownership and administrative access to its domain, website, CRM data, advertising accounts and core systems. Access responsibilities and handoff requirements should be documented at the start of the engagement.
Breakaway builds SEO strategies that align with your firm's existing compliance, approval, and recordkeeping requirements. We focus on objective financial planning keywords, local search visibility, and educational content that avoids promissory language, ensuring your marketing remains both effective and compliant.
We build custom financial advisor websites tailored to your firm's specific brand, audience, and service offerings. Rather than relying on generic templates, we design unique conversion pathways and service pages that clearly differentiate your practice and guide prospects toward booking a discovery meeting.
Yes. We can integrate your website directly with industry-leading CRMs like Wealthbox, Redtail, and Salesforce Financial Services Cloud. This ensures that new inquiries and leads are automatically captured, routed to the right team member, and entered into your follow-up workflows without manual data entry.

Find the Gaps Between Your Marketing, Follow-Up and Technology

A systems review helps us understand what your firm already uses, where information or leads are getting lost, which processes remain manual, and which systems may need to be improved or connected.

1

Review

We review your submission to understand your current stack.

2

Discovery

A brief, no-pressure call to explore your bottlenecks.

3

Action Plan

We provide a clear path forward for your firm.

Tell us where things feel disconnected. We’ll review your current setup and identify the most practical starting point.