--- title: "Reserve Your Spot — Aspen Agent" description: "Reserve early access to Aspen Agent — the proactive AI marketing agent built for independent financial advisors and RIA firms." lang: en json-ld: | { "@context": "https://schema.org", "@type": "Organization", "name": "Aspen Agent", "url": "https://aspenagent.com", "description": "AI-powered growth platform for independent financial advisors and RIA firms.", "sameAs": [ "https://www.linkedin.com/company/aspenagent" ] } --- [](/) Features [Sign In](https://app.aspenagent.com/login)[Book a Demo](https://calendly.com/d/d2ht-s9b-8km) Now onboarding RIAs # The proactive AI marketing agent for growing RIAs. aspen runs your growth across website, content, ads, lead follow-up, and client communications. Proactively, in your voice. [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) Watch the 5-7 minute product walkthrough ## Top-tier marketing is out of reach for most RIAs. Great marketing requires a full-time expert most RIAs cannot afford, cannot find, and do not know how to manage. So things slip: seminar leads go cold, content stops shipping, digital lead gen never starts, annual reviews get missed, the website ages, and AI-search visibility never gets built. "So most firms either pay $95k+ for a marketer, hire an agency that does not understand RIAs, or do nothing." ## Meet aspen. A proactive AI marketing agent that works on your behalf 24/7 once connected to your tools. ### A website that elevates your brand We give your site the facelift it needs and keep it fresh. ### Automatic seminar and webinar follow-up Every lead gets a personalized response, fast. ### Content that ranks on Google and ChatGPT Consistent, on-brand articles built for AI search. ### Digital lead generation across Meta and beyond Aspen runs your paid acquisition end to end. ### Annual reviews scheduled with existing clients Proactive outreach that strengthens retention. ### Personalized outreach in your voice Drafts that sound like you, ready for approval. ### Landing pages built and updated for you Campaign pages live in hours, not weeks. ### Quarterly 1:1 coaching with in-house experts Stay ahead on Aspen, AI, and what is working now. Like having a full marketing team without hiring, managing, or training one. [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) ## How it works. Three steps. You are live the same day. 01 ### Reserve your spot Pick a setup time that works for you. 02 ### 30-minute white-glove setup We connect your CRM, calendar, email, and ad accounts together on a live call. You do not touch a thing. By the end, Aspen is live and working. 03 ### Aspen goes to work Aspen runs your marketing across content, lead follow-up, advertising, and client communications. You stay in control with full review and approval. First results within 14 days. [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) ## What you actually get. Outcomes, not features. ### More qualified leads From your existing audience and ad spend. ### Consistent, ranking content Across Google and AI search engines. ### Faster lead follow-up Every lead, every source, every time. ### Stronger client retention Through proactive client outreach. ### A marketing engine that runs itself No managing, training, or chasing. ### Full compliance review You approve everything client-facing. [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) Built for the RIA stack ## Connects to the tools you already use. Wealthbox Redtail Google Calendar Gmail Outlook Meta Ads Google Ads Case Study ### Northbridge Wealth Partners A growing RIA team needed to stay in front of prospects and clients without adding headcount. With aspen, they automated follow-up and content while keeping every message in their voice. - A single seminar follow-up sequence booked 6 new discovery calls in the first month - Open and reply rates lifted significantly versus their old mass-blast tool - Quarterly review outreach now runs automatically All-time results with aspen Emails Sent 18,420 Avg. Open Rate 52.1% Avg. Reply Rate 5.6% #### Targeted Campaigns "aspen lets us run targeted campaigns to specific segments of our book without spending hours in the CRM. The follow-up alone is worth it." Managing Partner, Northbridge Wealth Partners #### New Business "aspen keeps us in front of prospects consistently. We are closing business we would have lost to silence." RIA Founder, aspen customer #### Great Content "The content sounds like us, ranks well, and ships every week. I do not have to think about it." Wealth Advisor, aspen customer #### No Brainer "We were quoted $9k a month for an agency. aspen does more for a fraction of the cost." Practice Owner, aspen customer SEC and compliance-friendly RIA-built Full approval workflow [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) ## Simple pricing. One tier. Everything included. aspen $500/month Billed monthly. Cancel anytime. A full-time marketing hire $95K–$145K/yr A marketing agency $48K–$120K/yr aspen $6K/yr What's included: - White-glove setup with our team - Website - Leads & Appointments - Email Marketing - Client Nurturing - More Referrals - Automations - Custom Content - Proactive marketing across every channel (website, content, ads, email, lead follow-up) - **Quarterly Strategy Sessions**: 1:1 with our team - Full compliance review and approval - Ongoing support Built for RIAs ready to grow [Reserve My Spot — $500](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) ## What onboarding looks like. From "reserved" to results in two weeks. 1. 1 Reserve your spot online 2. 2 Book your 30-minute white-glove setup call 3. 3 We connect your tools live with you 4. 4 Aspen goes live the same day 5. 5 First results within 14 days [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) ## Common questions. ### Is this SEC and compliance-friendly? ### Do I need to be technical? ### What tools does Aspen work with? ### Who owns my content and data? ### What happens if I cancel? ### How is this different from hiring a marketer or an agency? ### How quickly will I see results? ### Do I review content before it goes out? [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) ## Run your marketing with an AI agent. Reserve My Spot today. [Reserve My Spot](https://buy.stripe.com/bJe8wOcioaY01njgFp4801d) Proactive AI Marketing Agent for Financial Advisors. #### Features - [Website](/website) - [Lead Generation](/lead-generation) - [Sequences](/sequences) - [Content](/content) - [Email](/email) - [Contacts](/contacts) #### Resources - [Blog](/blog) - [Aspen vs. Snappy Kraken](/compare/aspen-vs-snappy-kraken) - [Aspen vs. FMG Suite](/compare/aspen-vs-fmg-suite) #### Company - [Strategy & Implementation](https://getaspen.com/) - [Support](mailto:team@getaspen.com) - [CareersWe're hiring! ](https://www.linkedin.com/jobs/view/4407881830/) - [About](https://getaspen.com/) - [Terms](https://getaspen.com/terms-and-conditions) - [Privacy](https://getaspen.com/privacy-policy) © 2026 Aspen Agent. All rights reserved.