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MGK MarketingGuyKanavby Kanav Sharrma Book a free call
Marketing for financial advisors & planners

Marketing for financial advisors, built inside your compliance rules

Clients choose an advisor they already trust. We help you show up with credible video, consistent social media and strong search visibility, produced inside your firm's content policy with your compliance team keeping final sign-off.

5.0Google rating
5,000+Videos produced
3M+Monthly views
12+ yrsIn business since 2013
What's included

Credibility first, then visibility, then leads

A steady stream of useful content that builds trust with the clients you want, without creating extra work for compliance.

Thought-leadership video

Market commentary, planning explainers and podcast-style conversations that show how you think.

Social media management

Consistent posting and community management on the platforms your clients use.

Compliance-ready workflow

We script to your firm's policy, send drafts for review, and only publish what's been approved.

Personal branding

A clear professional story, bio and visual presence that sets you apart from every other advisor.

Search & AI visibility

Local SEO, an optimized Google Business Profile and structured content that AI engines can understand and cite.

Consult & event leads

Landing pages and campaigns for consultations, webinars and seminars, connected to your calendar.

How it works

Four steps, then it runs every month

You stay focused on your clients. We handle the work and keep you updated with a clear monthly report.

  1. Strategy call

    We learn your market, your ideal client and your goals, then agree on what success looks like.

  2. Content & campaign plan

    A monthly plan of videos, posts and campaigns that you approve before anything is made.

  3. Shoot & build

    One batched shoot day, plus the pages, profiles and campaigns that turn attention into enquiries.

  4. Publish, promote & report

    We post, run campaigns, manage your reviews and report on reach, leads and booked calls.

FAQ

Common questions

Have a question that isn't here? Ask on a free call or email hello@marketingguykanav.ca.

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Do you review content for compliance?

No. We are not a compliance authority. We work inside the content policy or checklist your firm gives us, and you or your compliance team review and approve everything before it goes live.

Can you work with firm-branded or dealer-approved accounts?

Yes. We can produce content for the accounts and templates your firm approves and follow its brand rules.

What content works best for advisors?

Plain-language explainers, timely market commentary, planning tips and behind-the-scenes content about how you work. Content that teaches builds trust faster than content that sells.

Do you work with advisors in the United States?

Yes. We work remotely with advisors across Canada and the US. Your firm's compliance department keeps the same review and sign-off it has today.

Let's build a brand that brings in clients.

Book a free 30-minute Zoom call and we'll show you exactly what we'd do for your business, wherever you're based. No pressure and no obligation.

Book a free call