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Financial planning firms · Digital marketing

Put the planning firm's whole online presence to work on one task.

Digital marketing for a planning firm means joining the site, the search profile, the content, the chat and the follow-up into one route from a family's question to a signed engagement. GullySales works on the route and the record that shows which parts produce plans.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of banks at work in India

What digital marketing means

Digital marketing is the combined work of search, social media, advertising and website channels running together rather than as separate projects with separate people. GullySales runs these as one connected system so a change in one channel, such as a new offer, is reflected everywhere at once.

Also for financial planning firms

Sales and marketing for financial planning firms, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For financial planning firms

Where it usually goes wrong, and what we would do.

  • “Pieces without a route do not add up”

    A website, a profile and a few posts, each built separately, leave a family with no clear way to book. The pieces need to lead to a single first-meeting booking.

  • “Paid ads need a compliance reading”

    Ads for financial advice face rules that differ by registration and by platform. Check the platform's current rules and your adviser's guidance before any money is spent.

  • “Effort goes where the loudest voice is”

    A firm may spend on social posts because they are visible, while the engagements come from referrals. Reading enquiries against signed plans shows where effort belongs.

  • “A planner's calendar is the limit”

    A campaign that brings more enquiries than the planner can meet leaves families waiting. Marketing should be sized to the number of first meetings the firm can hold.

What we do

What we deliver for financial planning firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A one-page marketing plan

    A plan stating the families you serve, the routes that reach them and the single booking route.

    Result: You hold a one-page statement of what the firm will do.

  2. A channel audit

    A review of the site, profile, social pages and listings, noting what is accurate and what is missing.

    Result: You see every online presence in one list.

  3. Search and content plan

    A joined plan for the pages and guides that answer a family's questions.

    Result: Pages and guides work from one plan.

  4. An enquiry-to-engagement tally

    A record of leads by source and by outcome, kept in the CRM or a sheet.

    Result: You can read which routes produce signed plans.

  5. A capacity check

    A note linking the number of first meetings the firm can hold to the effort planned.

    Result: Marketing is sized to the planner's calendar.

How the result is measured

  • Enquiries across channels
  • Cost per enquiry overall
  • Channel mix by contribution

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full integrated marketing campaigns page

Who it is for

This is written for these financial planning firms.

  • Certified financial planners running individual practices
  • Planning firms for young dual-income families
  • Doctors, engineers and other professionals with irregular income, served by a specialist planner
  • Planning practices for business-owning families
  • NRI families who still hold Indian assets and need someone here
  • Fee-only planning firms charging a flat plan fee
  • Single women and divorced clients starting over
  • Planning desks attached to a CA or insurance practice

How it works

How the digital marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand the objective

    We agree the one thing this campaign needs to achieve before choosing any channel.

  2. 2

    Audit available channels

    We assess which channels are realistic to run well within the budget and timeline.

  3. 3

    Strategise the central idea

    One message and offer is developed that will work across every planned channel.

  4. 4

    Implement across channels

    Each channel receives its own adapted version, launched on a shared timeline.

  5. 5

    Measure as one campaign

    Results from every channel are combined into a single report against the original objective.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Do we need paid ads?
Not necessarily. A planning firm may do well from search, referrals and talks. Ads are a choice to make after the basics are in place, with a compliance reading first.
How do you decide what to do first?
From your best clients and your calendar. We look at how current families found you and where the booking route breaks, and we start there. We do not promise results from any step.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for financial planning firms

Everything else we would do for you.

Closest to this: strategy and research

Also for financial planning firms

Or start from the overview: sales and marketing for financial planning firms.

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