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GuideVine is a digital marketing prospecting platform that provides advisors with valuable consumer insights and helps advisors connect with affluent investors. 

Choose the plan that works best for your firm:

This plan is perfect if you want to highlight 1-3 advisors at your firm. Each advisor would receive:


Digitally Optimized Profile

Designed to convert interested prospects into high quality, engaged meetings

Digital Marketing Consulting

Reviews your web presence (e.g., LinkedIn, website, Twitter) and provides tactical steps you can take to attract and convert prospects

Professionally Produced Advisor Videos

Includes script preparation and on-site video shoot

Dedicated Concierge Support

Help coordinating and scheduling meetings with prospects on your behalf

Monthly Insights

Valuable content focusing on consumer insights, practice management, competitor trends, and advisor education

All Benefits of the Individual Plan

Applied to all your advisor profiles

Team Prospect Conversion Page

Designed to highlight your firm as a whole

Premium Concierge Support

Includes seamless, real-time scheduling

Professionally Produced Team Video*

In addition to the individual advisor videos

Digital Marketing Consulting*

Includes Social Media Marketing and Search Engine Optimization

Custom AdWords advertising*

Includes research of firm-specific, high performing keywords and Adwords campaign that drives traffic directly to your team page

*The benefits are available only in the Team - Pro plan

Ideal or firms that want to highlight 5 or more advisors. Get all the benefits of the individual plan and more, including:

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