Work with Bro2Adv Consulting wherever you are. 100% virtual, nationwide consulting that is compliant and seamless. Headquarters in Dallas-Ft. Worth Metroplex of Texas.

WHAT WE DO

We work together with financial professionals to:

• Simplify Complex Concepts: Transform industry jargon into clear, digestible content for their clients.
• Meet Compliance: Craft content that meets all relevant regulatory standards.
• Elevate Professionalism: Deliver polished, on-brand messaging to position you as a leader in your field.
• Use AI: Allows us to swiftly focus on clear, concise solutions refined by our know-how.

STANDARD SERVICE PACKAGES

(prices or discounts subject to change without notice)

1. Content Clarity Package — For Focused Communication

Ideal for professionals needing smaller-scale projects, or reviews/updates to existing materials.

• What’s Included:
‎ ‎ ‎ ‎ ‎ ‎ o 1-page content review or creation (e.g., single-page handouts).
‎ ‎ ‎ ‎ ‎ ‎ o Compliance check and suggested edits.
‎ ‎ ‎ ‎ ‎ ‎ o 2 rounds of revisions.
• Turnaround: 3-5 business days.
• Price: $299 (advance payment)

2. Seminar Success Bundle — For Powerful Presentations

Ideal for creating seminar materials that inform your audience while staying compliant or reviewing existing materials.

• What’s Included:
‎ ‎ ‎ ‎ ‎ ‎ o Up to 10 presentation slides or a 3-page outline. We only create text but we’ll throw in a complimentary compliance review
‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ of images/illustrations that you provide.
‎ ‎ ‎ ‎ ‎ ‎ o Compliance-friendly content drafting and review.
‎ ‎ ‎ ‎ ‎ ‎ o Suggestions for enhancing clarity and engagement.
‎ ‎ ‎ ‎ ‎ ‎ o 2 rounds of revisions.
• Turnaround: 5-7 business days.
• Price: $749 (advance payment)

3. Full-Service Content Suite — For Comprehensive Communication

Our premium offering is for professionals who need consistent, high-quality content across multiple channels.

• What’s Included:
‎ ‎ ‎ ‎ ‎ ‎o Up to 5 deliverables (e.g., seminar deck, email message, 1-page newsletter, or 1-page educational articles).
‎ ‎ ‎ ‎ ‎ ‎o Detailed compliance review on all pieces.
‎ ‎ ‎ ‎ ‎ ‎o Unlimited revisions for 30 days after delivery.
• Turnaround: 7-10 business days (dependent on project size/complexity).
• Price: Starting at $1,999 (advance payment)

RETAINER SERVICES: FOR HIGH-VOLUME, HIGH-VALUE USERS

If you regularly need clear, compliant, and professional content, our Retainer offer is designed to make your life easier while maximizing value. Perfect for financial professionals with ongoing content needs, this service provides consistency, priority, and flexibility.

What You Get

• Priority Scheduling: Jump to the front of our queue. Retainer clients always get top priority.
• Unlimited Revisions: We’ll keep refining until your content hits the mark—no limits.
• Flexible Deliverables: Whether it’s seminar decks, newsletters, client communications, or educational content, we adapt to your needs month-to-month.
• Dedicated Partnership: As an extension of your team, we’re ready to support you.

PRICING OPTIONS

Monthly Retainer

• $2,500/month
• Includes up to 10 content pieces per month (e.g., presentations, articles, emails, or handouts).
• Unlimited revisions and compliance-friendly adjustments.
• Priority turnaround times.

Annual Retainer (Best Value!)

• $27,000/year (Save $3,000)
• All the benefits of the monthly retainer paid in advance for 12 months.
• Consistent support, predictable costs, and priority scheduling all year long.
• Renews automatically for 12 months with an advance payment discount.

Why Choose a Retainer?

1. Save Time: No more piecemeal requests—just consistent, high-quality output when you need it.
2. Save Money: Annual clients enjoy discounts while locking in professional support.
3. Stay Ahead: With priority service and unlimited revisions, your communications will always be polished, compliant, and ready to impress.

Right to Terminate

At Bro2Adv Consulting, we value transparency and flexibility in our client relationships.

For our Monthly Retainer services, you may cancel at any time with 30 days’ written notice via email. While retainers are paid in advance and are non-refundable, we will deliver any work completed during the notice period, and no additional charges will apply after the notice period ends.

For our Annual Retainer services, you may cancel at any time with 60 days’ written notice via email prior to the renewal date. Since the annual retainer is paid in advance and non-refundable, services will continue to be provided through the end of the term or the notice period, whichever is sooner.

Bro2Adv Consulting also reserves the right to terminate either a Monthly or Annual Retainer agreement with 30 days’ written notice via email. In such cases, we will deliver all completed work up to the termination date and will continue providing services through the notice period. No refunds will be issued for retainers already paid, but we will ensure a smooth transition for any ongoing projects.

We’re committed to ensuring you receive the highest value from our services and are happy to address any questions or concerns.

© 2025. All Rights Reserved. Bro2Adv is a trademark owned by Brokers2Advisers Consulting, LLC. The names 'Bro2Adv' and 'Brokers2Advisers,' along with their respective logos, are trademarks of Brokers2Advisers Consulting, LLC. All other trademarks and logos appearing on this website are the property of their respective owners. Unauthorized use of these trademarks or logos is strictly prohibited and may violate applicable laws.