Done-For-You Marketing That Grows AUM
Stop juggling marketing tasks. Freedom360 gives you a dedicated marketing team that handles everything -- strategy, content, campaigns, and results.
What You Get with Freedom360
A dedicated marketing team that handles everything so you can focus on advising clients.
Personalized Strategy
A dedicated strategist builds a custom marketing plan aligned with your growth goals.
Fully Managed Execution
We handle everything -- email campaigns, social media, content creation, and landing pages.
AEO Optimization
AI Engine Optimization ensures your practice shows up in ChatGPT, Gemini, and Claude results.
Marketing Hub
Lead scoring, opportunity feed, and performance insights all in one dashboard.
Quarterly Business Reviews
Regular strategy sessions to review performance and adjust your marketing plan.
Compliance Built-In
FINRA-reviewed content, SOC 2 Type 2 certified, with archiving workflows.
How Freedom360 Works
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Onboarding & Strategy
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Execution & Optimization
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