Financial Advisors · RIAs · Puerto Rico
Marketing for financial advisors in Puerto Rico.
Financial advisors in Puerto Rico — especially Act 60 decree holders and RIAs — face a specific marketing challenge: you need to build authority with US clients while navigating compliance constraints that limit what you can say. We build the system that handles this without crossing those lines.
What the system does
Compliance-aware from day one
We do not write performance claims, guarantees, or testimonials that trigger FINRA or SEC review. Every piece of content is built for authority, not liability.
Show up when prospects search AI
When someone asks ChatGPT for the best financial advisor in Puerto Rico, we build the citation infrastructure that puts your name in the answer.
Thought leadership that attracts clients
Blog posts, landing pages, and long-form guides that demonstrate expertise to high-net-worth clients — without requiring your time to write them.
Lead qualification before you talk
Inbound prospects get qualified automatically. You only get on calls with people who fit your minimum investment threshold.
Common questions
How do financial advisors in Puerto Rico get clients?
The most effective channels are referrals, content marketing, and AI search citations. We build and automate the content and outreach channels so new clients can find you without relying entirely on referrals.
Can you help me rank for financial advisor Puerto Rico?
Yes. We build landing pages, optimize technical SEO, and create content that targets the queries your prospects type. We also build AI citation architecture so you appear in ChatGPT and Perplexity answers.
Do you understand Act 60 for financial advisors?
Yes. We work with Act 60 export services businesses and understand the specific positioning needs: reaching US clients, building mainland credibility, and not leading with the tax story in marketing.
What compliance restrictions do you work within?
We avoid performance claims, guarantees, cherry-picked results, and content that would trigger FINRA Rule 2210 or SEC advertising rules. We focus on educational content, thought leadership, and authority-building — all compliant and effective.
What does it cost?
Setup is $4,500. Monthly retainer is $4,500. Book a free 45-minute audit to see if it is a fit.
See also: Act 60 Marketing Agency · Marketing Agency Puerto Rico · AI Marketing Agency Puerto Rico
We take 2 clients per quarter per industry. Once your category is taken, that slot is closed.
Most quarters fill within 30 days.
No commitment. 45 minutes. You’ll leave knowing exactly where you stand in AI search.