OUR FEATURED 12 MONTH MARKETING PROGRAM

Stay at the forefront of your client's mind with our NEW multi-channel 12 Month Marketing Program. Upload your client list and we take care of the rest! Clients will receive a combination of direct mail and digital touchpoints that are personalized with relevant content to their financial goals. Each piece is informative with your photo, logo, and contact information. From our informatice and educational newsletters to referral requests, these pieces are designed to catch your client's attention and keep them in touch with you, their trusted advisor. This turnkey solution is perfect for an advisor just starting out or for an established firm that wants to automate their client marketing.

  • Direct Mail + Digital:
    Increase client interaction with multi-channel marketing.
  • Targeted Communications:
    Engage clients with FINRA reviewed content customized to them.
  • Fully Automated, Turnkey Solution:
    Plan annually, pay monthly as you go.

SCHEDULE A MARKETING REVIEW

Together we will go over your current marketing efforts to determine if the 12 Month Marketing Program is a good solution for your firm.