We help financial advisors book more introduction calls from Google, AI search, and online ads. Based in Tampa. Working with advisors everywhere.
Why Choose Us
With years of hands-on experience in SEO, AI SEO, PPC, and Digital PR, we know what moves the numbers. Every strategy is led by senior talent.
No copy-paste plans. We design campaigns around your goals, margins, and markets, so every action directly supports growth that matters to you.
We keep reporting simple, communication clear, and results visible. Clients stay long term because they see steady progress without the fluff.
First, we learn your practice. Who your ideal client is, which niches you serve, and where your clients come from. We also look at who competes for those same clients. And we ask what your compliance process allows, so nothing gets built twice. Then we build a plan around all of it. No templates.
Ads can start conversations with qualified prospects right away. Google rankings and AI visibility take a few months to build, then keep getting stronger. Every month you get a plain report on booked introduction calls, not traffic charts. You always know what we did and why.
One team for all of it, reporting in booked calls, not impressions.
It is everything that helps the right people find and choose your practice online. That includes SEO, AI search visibility, Google and Microsoft ads, Digital PR, your website, and consulting for your own team. The goal is more booked calls with people who fit your practice.
Most advisory firms put about 5 to 10% of revenue toward marketing. We scope every plan to your goals and your market. You can work with us monthly or by project. The price is clear before anything starts.
Ads can put you in front of prospects within days. Google rankings and AI visibility usually take 3 to 6 months to build. After that they compound, and each booked call tends to cost less.
No. We are based in Tampa, Florida, and work with advisors across the country. Your plan is built around your clients, your niche, and the states where you are licensed.
We build campaigns inside the lines your compliance team sets. Claims stay accurate, records stay simple for review, and nothing runs until your firm approves it. Compliance is part of the plan, not an afterthought.
What They Say
(5.0)
Alan brings experience from a Fortune 500 company and tailors his knowledge to a small business like mine. He explains his services so I fully understood the process and set realistic expectations for when I could expect to see growth. If you want to use the internet as a tool to be relevant and grow, I highly recommend taking the time to talk with Alan.
(5.0)
(5.0)
Alan is a thoughtful partner and excellent SEO strategist and tactician. His ability to navigate emerging trends in AI and search while continuing to produce strong results for clients is impressive. He willingly and patiently shares his knowledge and expertise to help others. I’ve referred him to multiple clients over the years and they’ve all shared glowing feedback about working with Alan. Highly recommend!
(5.0)
Working with Alan at Ardoz was a game-changer for our business. His deep knowledge of organic and paid search, combined with a meticulously crafted strategy, significantly expanded our market reach. Alan's professionalism and collaborative approach made him a truly exceptional partner to work with!
