Range growth playbook

Generate the sitemap from the CMS so every live article, guide, story and calculator is listed with a last-modified date, and submit it in Search Console. Rewrite the homepage title to the promise ("Range: Flat-Fee Wealth Management, 0% AUM, with CFPs and Rai") and give each article a title and description that match its search intent. Then watch how quickly the new articles get indexed and start drawing search and AI-assistant traffic.

Search engines and AI assistants find timely pages faster when the sitemap lists them, and the newest articles are the ones written for this year's questions (2026 tax rules, Trump Accounts, IRMAA) that high earners are searching for now. A real homepage title helps people searching for the brand and for "flat-fee financial advisor".

[ ] Sitemap generated from the CMS on every publish
[ ] All 101 blog articles, 10 guides, 16 stories, 5 calculators listed
[ ] lastmod dates on every URL
[ ] Submitted in Search Console and Bing
[ ] Homepage title replaces "Home"
[ ] New titles and descriptions cleared by compliance
[ ] Weekly indexing report

• Old posts compete with new ones

  Refresh or redirect dated posts (idea 18).

• Copy treated as advertising

  Run titles and descriptions through the Marketing Rule review first.

• Your websiteSitemap check (October 22, 2026; robots.txt points to api.range.com/public/sitemap.xml): 146 URLs, 66 of them blog posts. The /blog index links 101 articles, and 77 of them are not in the sitemap, including "Introducing Rai: The First AI Wealth Advisor", "The Range 2026 Investing Playbook", "What Are Trump Accounts?", "IRMAA and Roth Conversions: The Ultimate Guide" and the Series C announcement. The sitemap's blog entries are older posts such as "2023 Year End Tax Tips" and "Reflecting on your 2022 financial goals". The missing pages load with status 200 and their own canonical tags.Source
• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source
• HiringVice President of Growth (New York City, posted October 2, 2026): owns "customer acquisition, retention, and revenue growth"; runs "paid search, paid social, content marketing, referral programs, email marketing, and emerging platforms" and budgets "across Meta, Google, programmatic, influencer marketing"; builds "attribution models and marketing mix modeling" and will "Recruit, mentor, and lead a high-performing growth marketing team".Source
• HiringContent Marketing Manager (New York City, posted October 2, 2026): works across "our three biggest growth channels: newsletter, Instagram, and webinars"; helps "grow it into a top-tier wealth newsletter"; "Webinars are a primary growth engine", including "landing page copy, registration and reminder emails" and "turning each event into 4-6 pieces of repurposed content".Source
• HiringMarketing Analytics Lead (New York City, posted October 2, 2026): optimizes campaigns "across channels including Meta, Google, podcasts, and other emerging platforms", analyzes "SEO and social initiatives", and runs "attribution modeling, A/B testing, and spend efficiency studies" and "creative fatigue analysis" in Python.Source

Fill the reviewer field with the CFP or CPA who reviewed the piece (with credential and a link to their profile), restore original publish dates, show "Updated" only when the content really changed, and keep the review record in the compliance system.

Google treats money advice as needing visible expertise, and a named reviewer is a trust signal that also documents the review.

• Planners have little time

  Batch reviews monthly by topic.

• Your websiteArticle template: posts show "Range Writer" and a "Reviewed by" line with no name. The post "Reflecting on your 2022 financial goals" shows "Updated September 3, 2026" and its Article schema says datePublished "Sep 03, 2026"; the November 2025 Series C post also has an empty "Reviewed by". Articles carry a "Subscribe to our weekly newsletter" box ("every Saturday") in the sidebar.Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source
• Your websiteSitemap content (October 22, 2026): 16 member success stories, 10 /learn guides (including "range-vs-traditional-advisors"), 5 calculators (advisor cost comparison, 529, house affordability, equity compensation), 26 help answers and 8 service pages; no webinar page and no newsletter page. The blog index has one comparison post, "Understanding Modern Wealth Management: Compare Range, Fidelity, and Others", and several equity posts (RSUs, NSOs, ISOs, IPO equity strategy).Source

Bind the category label to real categories (Tax, Investing, Equity, Markets, Retirement) or hide it, fill or remove the testimonial status field, and add a pre-publish check for leftover template text.

High earners judge an adviser on care and detail; small slips on review pages cost trust at the moment of decision.

• Testimonial edits need review

  Clear changes with compliance before publishing.

• Your websiteTemplate text left on live pages: every card on the /blog index shows the label "Category Name", and a testimonial on the member reviews page shows "This is some text inside of a div block." where the member's status should be.Source
• HiringAssociate Creative Director, Marketing (posted October 2, 2026): "Today, our ad creative is managed by an external agency"; the role builds "an in-house advertising function from the ground up" for "high-income earners, tech professionals, and executives", and "The promise we make in an ad must be the experience a prospective member has when they arrive", from ad to "homepage, landing page, and member registration".Source

Create /newsletter with a sample issue, the Saturday cadence and an archive; add a sign-up to the homepage, blog index and footer; and offer the newsletter as a soft step for visitors not ready to book a demo.

A newsletter page gives social, podcast and partner traffic one link to share, and catches visitors who would otherwise leave.

• Low-intent subscribers

  Track demos from subscribers, not just list size.

• HiringContent Marketing Manager (New York City, posted October 2, 2026): works across "our three biggest growth channels: newsletter, Instagram, and webinars"; helps "grow it into a top-tier wealth newsletter"; "Webinars are a primary growth engine", including "landing page copy, registration and reminder emails" and "turning each event into 4-6 pieces of repurposed content".Source
• Your websiteArticle template: posts show "Range Writer" and a "Reviewed by" line with no name. The post "Reflecting on your 2022 financial goals" shows "Updated September 3, 2026" and its Article schema says datePublished "Sep 03, 2026"; the November 2025 Series C post also has an empty "Reviewed by". Articles carry a "Subscribe to our weekly newsletter" box ("every Saturday") in the sidebar.Source
• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source
• Your websiteSitemap content (October 22, 2026): 16 member success stories, 10 /learn guides (including "range-vs-traditional-advisors"), 5 calculators (advisor cost comparison, 529, house affordability, equity compensation), 26 help answers and 8 service pages; no webinar page and no newsletter page. The blog index has one comparison post, "Understanding Modern Wealth Management: Compare Range, Fidelity, and Others", and several equity posts (RSUs, NSOs, ISOs, IPO equity strategy).Source

Build /webinars with upcoming sessions, past replays (each with a summary, chapters and the cleared disclosure) and one-click registration; link it from the nav, newsletter and article footers.

A hub compounds: every replay keeps drawing search and assistant traffic after the live date.

• Old replays go stale

  Mark the date and retire outdated sessions.

• HiringContent Marketing Manager (New York City, posted October 2, 2026): works across "our three biggest growth channels: newsletter, Instagram, and webinars"; helps "grow it into a top-tier wealth newsletter"; "Webinars are a primary growth engine", including "landing page copy, registration and reminder emails" and "turning each event into 4-6 pieces of repurposed content".Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source
• Your websiteSitemap content (October 22, 2026): 16 member success stories, 10 /learn guides (including "range-vs-traditional-advisors"), 5 calculators (advisor cost comparison, 529, house affordability, equity compensation), 26 help answers and 8 service pages; no webinar page and no newsletter page. The blog index has one comparison post, "Understanding Modern Wealth Management: Compare Range, Fidelity, and Others", and several equity posts (RSUs, NSOs, ISOs, IPO equity strategy).Source

Pass the assessment answers into Salesforce, route by topic and plan fit (tax-heavy to Platinum or Titanium specialists), show them on the AE's call prep, and test a short pre-call email built from the answers.

Demos that open on the prospect's own priority feel personal and shorten a high-consideration sale.

• Too few specialists

  Route by topic only where capacity exists.

• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source
• HiringSales hiring: Account Executives in McLean, New York City and Bellevue (posted October 5, 2026) who "Host demo presentations with potential members", a Senior Account Executive with hubs in "New York City, Seattle, or Austin" (posted October 20, 2026), and Range's "first dedicated Sales Operations hire" to own "the CRM, routing, forecasting, reporting, call data, and the handoff into membership".Source
• Your websitePricing page ("Financial Advisors for A Fraction of the Price"): Premium $3,950 a year, Platinum $5,950 and Titanium $12,500, "No percentage of your assets"; Platinum adds tax planning, estate documents and equity compensation planning (RSUs, NSOs, ISOs); Titanium adds personal tax filing.Source
• HiringGrowth Engineer, GTM (New York City, posted October 2, 2026): "Range is one of the fastest-growing RIAs in the US"; the role builds "landing page experiments, signup funnels, scheduling and lead routing", runs "the A/B testing framework, feature flags, and targeting logic", and connects "our website, CRM, analytics, and ad platforms" (GA4, Segment or RudderStack, server-side GTM).Source

Publish comparison pages for Facet, Wealthfront/robo-advisers and traditional AUM advisers: services, team, fee model and who each fits, with sources and dates. Link each to the cost calculator and the free assessment.

Comparison searchers are close to choosing, and a fair page earns trust; PMM's competitor comparisons double as the source.

• Unfair comparisons breach the rules

  Facts only, sourced and dated, cleared by compliance.

• Competitor researchRivals' own homepages: Facet, "Financial advice from CERTIFIED FINANCIAL PLANNER professionals at an affordable flat fee"; Wealthfront, "expert-built, automated portfolios". Range's own comparison post names Fidelity, and its calculator compares against advisers who charge "0.25% to 1%" of assets a year.See the research Source
• Your websiteSitemap content (October 22, 2026): 16 member success stories, 10 /learn guides (including "range-vs-traditional-advisors"), 5 calculators (advisor cost comparison, 529, house affordability, equity compensation), 26 help answers and 8 service pages; no webinar page and no newsletter page. The blog index has one comparison post, "Understanding Modern Wealth Management: Compare Range, Fidelity, and Others", and several equity posts (RSUs, NSOs, ISOs, IPO equity strategy).Source
• Your websiteAdvisor cost calculator: "Financial advisor fees often depend on the size of your portfolio... That fee can range from 0.25% to 1% per year or more", with a worked example of AUM fees compounding over 25 years.Source
• HiringSenior Product Marketing Manager (McLean, posted October 2, 2026): leads launches, runs "customer interviews, competitive research, and market analysis", and builds "decks, one-pagers, competitor comparisons" for sales on "competitive differentiation".Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source

Group them into one hub: guides by situation (new grant, vesting, pre-IPO, tender offer), the calculator, a checklist download and a call to the free assessment pre-set to equity.

Equity events are the moment tech employees look for help, and a hub ranks better than scattered posts.

• Tax rules change

  Date each guide and review yearly.

• Your websiteSitemap content (October 22, 2026): 16 member success stories, 10 /learn guides (including "range-vs-traditional-advisors"), 5 calculators (advisor cost comparison, 529, house affordability, equity compensation), 26 help answers and 8 service pages; no webinar page and no newsletter page. The blog index has one comparison post, "Understanding Modern Wealth Management: Compare Range, Fidelity, and Others", and several equity posts (RSUs, NSOs, ISOs, IPO equity strategy).Source
• Your websitePricing page ("Financial Advisors for A Fraction of the Price"): Premium $3,950 a year, Platinum $5,950 and Titanium $12,500, "No percentage of your assets"; Platinum adds tax planning, estate documents and equity compensation planning (RSUs, NSOs, ISOs); Titanium adds personal tax filing.Source
• HiringAssociate Creative Director, Marketing (posted October 2, 2026): "Today, our ad creative is managed by an external agency"; the role builds "an in-house advertising function from the ground up" for "high-income earners, tech professionals, and executives", and "The promise we make in an ad must be the experience a prospective member has when they arrive", from ad to "homepage, landing page, and member registration".Source
• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source

Publish every webinar as a chaptered YouTube replay, cut three shorts, add an end screen to subscribe and to the newsletter, and use a pre-cleared disclosure card on every video.

Subscribers come back for each new session, cutting the cost of filling the next webinar.

• Clips lose context

  Every clip carries the disclosure and links the full replay.

• Public profilesYouTube @range_finance: 406 videos, about 1,260 subscribers and 12.5 million views. iOS app rated 4.31 from 49 ratings (updated October 15, 2026). The homepage links Trustpilot, NerdWallet's review, Instagram, LinkedIn and Facebook.Source
• HiringContent Marketing Manager (New York City, posted October 2, 2026): works across "our three biggest growth channels: newsletter, Instagram, and webinars"; helps "grow it into a top-tier wealth newsletter"; "Webinars are a primary growth engine", including "landing page copy, registration and reminder emails" and "turning each event into 4-6 pieces of repurposed content".Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source

Pick the four main angles (0% AUM vs AUM fees, tax planning, equity compensation, an all-in-one team with Rai), build one landing page per angle that repeats the ad's promise, and A/B test against the generic flow.

Message match lifts conversion and gives the creative team clear evidence of which angle works.

• Too many variants

  Four angles only to start.

• HiringAssociate Creative Director, Marketing (posted October 2, 2026): "Today, our ad creative is managed by an external agency"; the role builds "an in-house advertising function from the ground up" for "high-income earners, tech professionals, and executives", and "The promise we make in an ad must be the experience a prospective member has when they arrive", from ad to "homepage, landing page, and member registration".Source
• HiringGrowth Engineer, GTM (New York City, posted October 2, 2026): "Range is one of the fastest-growing RIAs in the US"; the role builds "landing page experiments, signup funnels, scheduling and lead routing", runs "the A/B testing framework, feature flags, and targeting logic", and connects "our website, CRM, analytics, and ad platforms" (GA4, Segment or RudderStack, server-side GTM).Source
• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source
• HiringVice President of Growth (New York City, posted October 2, 2026): owns "customer acquisition, retention, and revenue growth"; runs "paid search, paid social, content marketing, referral programs, email marketing, and emerging platforms" and budgets "across Meta, Google, programmatic, influencer marketing"; builds "attribution models and marketing mix modeling" and will "Recruit, mentor, and lead a high-performing growth marketing team".Source

Send server-side conversion events for booked demos, attended demos and new members (hashed identifiers only, no financial data), with values by plan, and switch bidding to those events.

Ad platforms find more people like your members when they see member outcomes.

• Privacy expectations

  Disclose in the privacy policy; send minimal data.

• HiringVice President of Growth (New York City, posted October 2, 2026): owns "customer acquisition, retention, and revenue growth"; runs "paid search, paid social, content marketing, referral programs, email marketing, and emerging platforms" and budgets "across Meta, Google, programmatic, influencer marketing"; builds "attribution models and marketing mix modeling" and will "Recruit, mentor, and lead a high-performing growth marketing team".Source
• HiringGrowth Engineer, GTM (New York City, posted October 2, 2026): "Range is one of the fastest-growing RIAs in the US"; the role builds "landing page experiments, signup funnels, scheduling and lead routing", runs "the A/B testing framework, feature flags, and targeting logic", and connects "our website, CRM, analytics, and ad platforms" (GA4, Segment or RudderStack, server-side GTM).Source
• HiringMarketing Analytics Lead (New York City, posted October 2, 2026): optimizes campaigns "across channels including Meta, Google, podcasts, and other emerging platforms", analyzes "SEO and social initiatives", and runs "attribution modeling, A/B testing, and spend efficiency studies" and "creative fatigue analysis" in Python.Source

Build a first weekly model of spend versus demos and members by channel, add promo codes or vanity URLs for podcasts, and re-plan budget each quarter from the model.

Without it, spend drifts to whatever is easiest to track rather than what brings members.

• Noisy results

  Confirm with holdout tests.

• HiringVice President of Growth (New York City, posted October 2, 2026): owns "customer acquisition, retention, and revenue growth"; runs "paid search, paid social, content marketing, referral programs, email marketing, and emerging platforms" and budgets "across Meta, Google, programmatic, influencer marketing"; builds "attribution models and marketing mix modeling" and will "Recruit, mentor, and lead a high-performing growth marketing team".Source
• HiringMarketing Analytics Lead (New York City, posted October 2, 2026): optimizes campaigns "across channels including Meta, Google, podcasts, and other emerging platforms", analyzes "SEO and social initiatives", and runs "attribution modeling, A/B testing, and spend efficiency studies" and "creative fatigue analysis" in Python.Source

Build a shared library: each approved claim with its exact wording, source, date, required disclosure and expiry; templates for ads, webinars and social; and a fast lane for copy that uses only library claims.

Reviews get faster as volume grows, and nobody invents a claim on deadline.

• Claims go stale

  Every claim has an expiry date.

• HiringHead of Public Relations (McLean or NYC, posted October 4, 2026): builds "our earned media program from the ground up" and "sustained coverage that does not depend on funding announcements", plus a "communications review standard" for "an SEC-registered investment adviser - including how we substantiate the claims we make about AI and performance".Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source
• Your websitePress page: "Range Raises $60M Series C" led by Scale Venture Partners (November 25, 2025), bringing total capital raised to over $100 million and funding AI, "West Coast expansion, and broker-dealer services"; headlines include "Range Surpasses $1 Billion in Assets Under Management", The Wall Street Journal's and NerdWallet's best financial advisor lists, partnerships with Apex Fintech Solutions, Fundrise and Long Angle, and a sponsorship of a PGA TOUR winner.Source
• Your websitePricing page ("Financial Advisors for A Fraction of the Price"): Premium $3,950 a year, Platinum $5,950 and Titanium $12,500, "No percentage of your assets"; Platinum adds tax planning, estate documents and equity compensation planning (RSUs, NSOs, ISOs); Titanium adds personal tax filing.Source

Publish a yearly report on aggregated, anonymized themes (top questions by age and income band, equity events, tax worries), cleared by compliance, with charts reporters can use.

Original data is what personal finance reporters cite, and it gives Range a reason for coverage every year.

• Member privacy

  Aggregate and suppress small groups.

• HiringHead of Public Relations (McLean or NYC, posted October 4, 2026): builds "our earned media program from the ground up" and "sustained coverage that does not depend on funding announcements", plus a "communications review standard" for "an SEC-registered investment adviser - including how we substantiate the claims we make about AI and performance".Source
• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source
• Your websitePress page: "Range Raises $60M Series C" led by Scale Venture Partners (November 25, 2025), bringing total capital raised to over $100 million and funding AI, "West Coast expansion, and broker-dealer services"; headlines include "Range Surpasses $1 Billion in Assets Under Management", The Wall Street Journal's and NerdWallet's best financial advisor lists, partnerships with Apex Fintech Solutions, Fundrise and Long Angle, and a sponsorship of a PGA TOUR winner.Source

Design a referral program with compliance (disclosures, written agreements where needed, non-cash or fee-credit rewards), and ask members after positive moments such as finishing a plan or tax filing.

Peers refer peers in similar jobs and income bands, the exact audience Range targets.

• Rule breaches

  Compliance approves every element.

• HiringVice President of Growth (New York City, posted October 2, 2026): owns "customer acquisition, retention, and revenue growth"; runs "paid search, paid social, content marketing, referral programs, email marketing, and emerging platforms" and budgets "across Meta, Google, programmatic, influencer marketing"; builds "attribution models and marketing mix modeling" and will "Recruit, mentor, and lead a high-performing growth marketing team".Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source
• HiringAssociate Creative Director, Marketing (posted October 2, 2026): "Today, our ad creative is managed by an external agency"; the role builds "an in-house advertising function from the ground up" for "high-income earners, tech professionals, and executives", and "The promise we make in an ad must be the experience a prospective member has when they arrive", from ad to "homepage, landing page, and member registration".Source

Package a workplace offer (group webinars on equity, member discount, employer-paid seats), build a page with the offer, and have one AE prospect venture-backed startups and HR leaders.

One employer deal opens many members at once with lower acquisition cost.

• Long sales cycles

  Start with startups where a founder decides.

• Your websiteThe get-started page discloses that visitors "may have landed on this page through a paid partnership with a third-party publisher partner" and that "Range compensates affiliate partners"; the site uses the Impact affiliate network. The homepage links to "For Employers".Source
• Your websitePricing page ("Financial Advisors for A Fraction of the Price"): Premium $3,950 a year, Platinum $5,950 and Titanium $12,500, "No percentage of your assets"; Platinum adds tax planning, estate documents and equity compensation planning (RSUs, NSOs, ISOs); Titanium adds personal tax filing.Source
• Your websiteSitemap content (October 22, 2026): 16 member success stories, 10 /learn guides (including "range-vs-traditional-advisors"), 5 calculators (advisor cost comparison, 529, house affordability, equity compensation), 26 help answers and 8 service pages; no webinar page and no newsletter page. The blog index has one comparison post, "Understanding Modern Wealth Management: Compare Range, Fidelity, and Others", and several equity posts (RSUs, NSOs, ISOs, IPO equity strategy).Source
• HiringSales hiring: Account Executives in McLean, New York City and Bellevue (posted October 5, 2026) who "Host demo presentations with potential members", a Senior Account Executive with hubs in "New York City, Seattle, or Austin" (posted October 20, 2026), and Range's "first dedicated Sales Operations hire" to own "the CRM, routing, forecasting, reporting, call data, and the handoff into membership".Source

Create pages for Seattle/Bellevue and Austin (local planners, local tax rules such as no state income tax in Washington and Texas, events), run in-person equity sessions, and route local leads to local AEs.

Local presence matters for a high-trust purchase, and local searches are less competitive.

• Thin pages

  Real local planners and events only.

• Your websitePress page: "Range Raises $60M Series C" led by Scale Venture Partners (November 25, 2025), bringing total capital raised to over $100 million and funding AI, "West Coast expansion, and broker-dealer services"; headlines include "Range Surpasses $1 Billion in Assets Under Management", The Wall Street Journal's and NerdWallet's best financial advisor lists, partnerships with Apex Fintech Solutions, Fundrise and Long Angle, and a sponsorship of a PGA TOUR winner.Source
• HiringSales hiring: Account Executives in McLean, New York City and Bellevue (posted October 5, 2026) who "Host demo presentations with potential members", a Senior Account Executive with hubs in "New York City, Seattle, or Austin" (posted October 20, 2026), and Range's "first dedicated Sales Operations hire" to own "the CRM, routing, forecasting, reporting, call data, and the handoff into membership".Source

Audit the 66 sitemap posts: update evergreen ones, redirect year-specific ones to the current guide, and add review dates.

Fewer, current pages rank better and lower compliance risk from outdated advice.

• Lost links

  Redirect to the closest current page.

• Your websiteSitemap check (October 22, 2026; robots.txt points to api.range.com/public/sitemap.xml): 146 URLs, 66 of them blog posts. The /blog index links 101 articles, and 77 of them are not in the sitemap, including "Introducing Rai: The First AI Wealth Advisor", "The Range 2026 Investing Playbook", "What Are Trump Accounts?", "IRMAA and Roth Conversions: The Ultimate Guide" and the Series C announcement. The sitemap's blog entries are older posts such as "2023 Year End Tax Tips" and "Reflecting on your 2022 financial goals". The missing pages load with status 200 and their own canonical tags.Source
• Your websiteArticle template: posts show "Range Writer" and a "Reviewed by" line with no name. The post "Reflecting on your 2022 financial goals" shows "Updated September 3, 2026" and its Article schema says datePublished "Sep 03, 2026"; the November 2025 Series C post also has an empty "Reviewed by". Articles carry a "Subscribe to our weekly newsletter" box ("every Saturday") in the sidebar.Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source

After the questions, show a general, educational summary (topics to look at, questions to bring, how flat-fee pricing compares using the calculator) with clear "not advice" disclosures, then offer the demo.

A first useful result builds trust and shows Rai and the team before any call.

• Seen as advice

  Keep it educational with clear disclosures.

• Your websiteHomepage: the title tag is just "Home"; the headline is "Your wealth, fully managed." with "0% AUM, no asset minimums, clear membership pricing" and "Book Your Personal Demo"; the meta description is "Experience all-in-one wealth management from Range..."; the main call to action leads to a "Free assessment" that asks "What brings you to Range?" (Investments, Retirement, Tax planning, Estate planning, Rai).Source
• Your websiteAdvisor cost calculator: "Financial advisor fees often depend on the size of your portfolio... That fee can range from 0.25% to 1% per year or more", with a worked example of AUM fees compounding over 25 years.Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source

Recruit top personal-finance publishers, pay on qualified demos or members rather than clicks, require approved copy from the claims library, and track member quality by partner.

Publishers reach high earners researching advisers, at a cost that is paid only on results.

• Non-compliant partner copy

  Approved copy only; monitor monthly.

• #13 A pre-cleared claims library so marketing can ship faster under the Marketing Rule

• Your websiteThe get-started page discloses that visitors "may have landed on this page through a paid partnership with a third-party publisher partner" and that "Range compensates affiliate partners"; the site uses the Impact affiliate network. The homepage links to "For Employers".Source
• Your websitePress page: "Range Raises $60M Series C" led by Scale Venture Partners (November 25, 2025), bringing total capital raised to over $100 million and funding AI, "West Coast expansion, and broker-dealer services"; headlines include "Range Surpasses $1 Billion in Assets Under Management", The Wall Street Journal's and NerdWallet's best financial advisor lists, partnerships with Apex Fintech Solutions, Fundrise and Long Angle, and a sponsorship of a PGA TOUR winner.Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source

Plan a launch: positioning for the high-net-worth segment, education webinars on alternatives, a page explaining access and risks, and AE training.

A clear premium offer helps Range move up-market without changing its flat-fee story.

• Risk of alternatives

  Full risk disclosures and suitability.

• Your websitePress page: "Range Raises $60M Series C" led by Scale Venture Partners (November 25, 2025), bringing total capital raised to over $100 million and funding AI, "West Coast expansion, and broker-dealer services"; headlines include "Range Surpasses $1 Billion in Assets Under Management", The Wall Street Journal's and NerdWallet's best financial advisor lists, partnerships with Apex Fintech Solutions, Fundrise and Long Angle, and a sponsorship of a PGA TOUR winner.Source
• HiringSenior Product Marketing Manager (McLean, posted October 2, 2026): leads launches, runs "customer interviews, competitive research, and market analysis", and builds "decks, one-pagers, competitor comparisons" for sales on "competitive differentiation".Source
• HiringRegulatory Compliance Manager, GTM Enablement (posted October 2, 2026): runs "reviews and approvals under the SEC Marketing Rule and FINRA communications standards", supports "Range's expansion into video and long-form content - such as market insights, webinars, and video advertising", and turns rules into "guidance, templates, and training".Source

Host small golf clinics or watch events in McLean, New York and Seattle with the sponsored player where possible, plus a short planning talk, and invite prospects and members with guests.

Events give AEs warm conversations with the exact audience, and members bring peers.

• Expensive per lead

  Small groups, member guests.

• Your websitePress page: "Range Raises $60M Series C" led by Scale Venture Partners (November 25, 2025), bringing total capital raised to over $100 million and funding AI, "West Coast expansion, and broker-dealer services"; headlines include "Range Surpasses $1 Billion in Assets Under Management", The Wall Street Journal's and NerdWallet's best financial advisor lists, partnerships with Apex Fintech Solutions, Fundrise and Long Angle, and a sponsorship of a PGA TOUR winner.Source
• HiringAssociate Creative Director, Marketing (posted October 2, 2026): "Today, our ad creative is managed by an external agency"; the role builds "an in-house advertising function from the ground up" for "high-income earners, tech professionals, and executives", and "The promise we make in an ad must be the experience a prospective member has when they arrive", from ad to "homepage, landing page, and member registration".Source
• HiringSales hiring: Account Executives in McLean, New York City and Bellevue (posted October 5, 2026) who "Host demo presentations with potential members", a Senior Account Executive with hubs in "New York City, Seattle, or Austin" (posted October 20, 2026), and Range's "first dedicated Sales Operations hire" to own "the CRM, routing, forecasting, reporting, call data, and the handoff into membership".Source

Publish a monthly engineering post (simulations, data, security, AI safeguards) on its own tag, and link it from careers and the Rai pages.

It helps recruiting and gives technical prospects proof of rigor.

• Sharing too much

  Security review each post.

• Your websiteEngineering content: the blog post "Using Golang to Speed Up Monte Carlo Simulations" was shared on Hacker News (August 2026); the blog also runs "Meet Danielle: My Story as a CFP on the Cutting Edge of AI".Source
• HiringAssociate Creative Director, Marketing (posted October 2, 2026): "Today, our ad creative is managed by an external agency"; the role builds "an in-house advertising function from the ground up" for "high-income earners, tech professionals, and executives", and "The promise we make in an ad must be the experience a prospective member has when they arrive", from ad to "homepage, landing page, and member registration".Source