The directory was built when the network had ten advisors. It now has 120, and a prospect still has to pick a state and guess.
The investment has two parts. The Initial Build is the directory, the matching engine, and the capture funnel. Built once, owned by SmartPro, finished at day 90. It never bills again. The Monthly Program is the work that keeps running, at a level SmartPro sets and can change at any month boundary.
Build the program →The advisor data model, the matching engine, and the lead capture funnel. Built once, owned by SmartPro, finished at day 90.
Hosting, reporting, search, local presence, and paid media management. Begins month one, month to month, changeable at any month boundary.
Profiles carry bios, headshots, credentials, and scheduling links. What they do not carry is data a computer can query.
No specialty tags. No structured credential values. No language fields. No geocoded office locations. Everything a prospect would filter on sits as prose inside a bio, which means it may as well not exist.
| What a real visitor wants | What the site can do |
|---|---|
| Help with a 401(k) rollover | Nothing |
| A CFP specifically | Nothing |
| Someone within driving distance | Show her the whole state |
| Someone who speaks her language | Nothing |
| A short list she can compare | Show her every advisor at once |
Roughly $8,000 a month in Google and Meta spend lands in this experience, along with every SmartVestor referral. None of it is captured. You win the click and lose the person.
Those terms are low-competition because almost nobody else is permitted to use them. That is inherited demand, not owned demand, and the partner underneath it competes with you on every retirement question a prospect actually searches.
The asset that changes it is already on your payroll. A hundred and twenty credentialed practitioners with real specialties, real credentials, and in several cases a second language. None of it is visible to a search engine today.
Owned by SmartPro whether or not the monthly program continues. Open any row to see exactly what is delivered.
Billed in three equal monthly installments of $5,633. It ends at day 90 and does not renew. Deferring the lead capture funnel brings the build to $7,400, billed in three installments of $2,467.
Spartan Core is the base and is required. Every service is the same rate whether bought alone or in a package. Change anything at any month boundary with 30 days' notice.
The build and the program run together. One predictable number for three months, then the build clears and the monthly stands alone. Month one is front-loaded on purpose: audits, baseline, keyword architecture, and the advisor intake form all land in the first four weeks.
| Initial Build | Monthly Program | Total | |
|---|---|---|---|
| Month 1 | $5,633 | $6,725 | $12,358 |
| Month 2 | $5,633 | $6,725 | $12,358 |
| Month 3 | $5,634 | $6,725 | $12,359 |
| Through day 90 | $16,900 | $20,175 | $37,075 |
| Month 4 onward | — | $6,725 | $6,725 |
The build clears at day 90 and does not renew, so there is no month after that in which SmartPro carries both. Nothing about the monthly level escalates automatically. It is decided at the day 90 review.
Baselines are set in month one. We put the numbers on the table every month and say plainly when something is not working.
Whether or not the monthly program continues. There is no ongoing licence fee on the directory or the data model.
Both are priced so the decision can be made on numbers rather than a fresh quote.
The matching flow connects to your existing profile pages and does not require them to change. Redesigning them foregrounds credentials and specialties currently buried in bio prose. Worth doing once the matcher shows which fields prospects actually filter on.
Advisor pricing is not standardized today, particularly around the financial plan offer. Filtering on inconsistent pricing produces misleading matches. The data model is built to accept the field without rework once the offer is standardized.
Additional local markets are added at $1,500 each per month during the pilot. Once the playbook is proven, per-market pricing drops. Only advisors with a staffed physical office qualify, because a Business Profile cannot be verified at an address where nobody works.
Week one starts with the advisor records, the pilot market decision, and an hour with your team to lock the specialty and credential vocabularies.
Review the scope →The Initial Build is a fixed price of $16,900, billed in three equal monthly installments of $5,633. It concludes at day 90 and does not renew.
The Monthly Program begins in month one. It is month-to-month with 30 days' notice for changes or cancellation and can be moved up, moved down, or stopped at any month boundary. Spartan Core is the required base for all program engagements.
SmartPro populates the advisor tagging data. Spartan builds the fields and supplies a structured intake form. Assigning specialties, credentials, languages, and office addresses across the roster is client-side work. The matching engine returns nothing against untagged records, so this is the single dependency that decides whether the build functions.
Radius search requires an office address per advisor. Advisors without one are served as virtual-capable and appear in results filtered for virtual availability.
All content and advertising is subject to Cambridge Investment Research review, treated as a scheduled workstream. Two review cycles per deliverable are included; additional cycles are billed at $185 per hour. Four items need written guidance before the related work begins: review generation and testimonial display, any future display of advisor pricing in a comparison interface, output classification and disclosures for the interactive tool, and disclosure and archiving requirements for automated email sequences.
Marketing automation is configured inside the platform SmartPro already operates and has cleared through Cambridge. Migration to a new platform, or configuration of a system not currently in use, is quoted separately.
Local presence requires a staffed physical office. Business Profile listings cannot be stacked at the Bradenton headquarters; that is a guidelines violation and risks suspension across the entire roster. Advisors without a staffed office are served through localized organic pages at no per-location fee.
Media budgets for Google and Meta, currently around $8,000 a month, are billed directly to SmartPro by the platforms. Management fees cover creative, copy, targeting, and reporting.
Non-branded search results are reported as direction against baseline. No ranking position is promised. Visibility outside the SmartVestor and Dave Ramsey term cluster is a twelve to eighteen month effort in this category.
The ninety days depend on consolidated feedback: one review window per deliverable and turnaround within five business days. Approval delays extend dates rather than pricing.
SmartPro supplies in week one: advisor records and tagging data, confirmation of which offices are staffed, a named advisor for the pilot market, a designated compliance liaison, and access to Google Ads, Meta Business Manager, Analytics, Search Console, Business Profile, WordPress, and the marketing automation platform.
Prepared August 2026 · Valid for 30 days from date of issue · spartanmarketing.agency