Financial Advisors: Generate your OWN leads online

Tired of competing with other advisors for the same lead? Is calling on people who have no idea who you are working for you? 

There’s a better way.

Stop buying leads. Build your own pipeline

There are around 30,000 Google searches for “financial advisor near me” every month.

Are you positioned to capture those leads, or will they go to the firm down the street?

Our mission is simple: to help financial advisors like you attract, engage and convert those leaads into clients.


We use SEO and social media to attract local prospects who are actively seeking your services to your website.


We craft custom content that shows off your unique brand and value proposition, while providing value to your visitors.


We use calls-to-action and premium offers to take your site from online brochure to conversion machine.

Ready to learn more?


We’ve been helping financial advisors and wealth management firms attract, engage and convert clients online for over five years, and we’ve worked with many top-notch professionals. Here’s what a few of them have to say about Mindtap.

“Mindtap helps us accomplish a lot more with the HubSpot platform. Whether it’s building a landing page, designing and implementing a workflow, or helping us ideate campaign strategy, they’re there when we need them, and always deliver on their promises.”

Christina Martin
Fmr. Vice President, Digital Marketing
United Capital Partners

“Mindtap’s experience working with wealth management firms made working with them much easier than the generalist marketing consultants or agencies I had worked with in the past.”

Sheri Smith
VP Marketing
LPL Financial

“Mindtap’s branding and digital marketing work have yielded real ROI. Their expertise as marketers, technologists, and their knowledge of the wealth management space, make them a valuable asset to Cantrill Financial Group.”

Brad Cantrill
Principal Advisor
Cantrill Financial Group

“Mindtap has set an example for how businesses should be transforming their marketing with inbound. Their strategic approach to attracting, engaging, and delighting prospects has driven growth for them and the inbound movement. We’re proud to call them a Partner.”

Patrick Shea
Head of Channel Marketing

Ready to Go? Have Questions?

Get In Touch

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Want to learn how to generate your own leads online?