Email & Social Media Marketing for Financial Advisors

Stay in touch with all of your contacts by sending them useful industry tips and engaging content. Twice a month, we’ll send an email newsletter to keep your name at the top of their minds. Campaigns will be sent from your email address and feature your brand front and center. We give you access to an up-to-date library of your past, present and future email campaigns. Maintain your personal records and stay compliant with our campaign archive.

Connecting with your clients and their heirs on social media is more important than ever. Expand your personal network with engaging content that positions you as the expert in financial investments on Facebook and LinkedIn. Connect with the next generation of college educated internet users online with posts that pique the interests of early investors. Social Media can help you expand your sphere of influence, alert you to money in motion events and keep you in front of your current clients and prospects during times of opportunity.

No pushy sales. Break free from dry, technical content while keeping your business compliant. Everything we craft for you is editorial in nature. We don’t solicit loans, discuss mortgage programs, quote interest rates or write about topics that would trigger possible Truth in Lending Act violations.

It’s easier than ever to organize and identify recent and up-to-date information about your customers and prospects. We’ll track the action your contacts take and tell you who is most engaged.

Stand out online. With our included responsive mini-site, you get a strong, mobile-optimized web presence that makes you easy to find, showcases your reviews and helps convert traffic into new business.