MARKETING SUBSCRIPTION MODEL (MSM)

Your marketing needs fulfilled

Introducing our marketing service model—delivering customized materials to elevate your brand. Our marketing experts handle a wide range of needs, spanning newsletters to social media campaigns. Unlock premium choices, including videography, web development, and client subscriptions, to amplify your marketing pursuits.

Our Offerings:

SOCIAL MEDIA

The importance of social media for financial advisors lies in its ability to foster meaningful connections, establish credibility, and expand reach within the digital landscape. By leveraging platforms like LinkedIn and Facebook, advisors can share valuable insights, market updates, and personalized advice, showcasing their expertise and thought leadership. Moreover, social media enables advisors to build trust by engaging in two-way conversations, addressing client concerns, and demonstrating transparency.

What we do:

  • We post two times a week for you (8 posts/month)

    • Our content is timely, on-brand, refreshing, and industry relevant

    • We are also happy to include personal milestones as well as content that is not business related if you feel comfortable posting that type of content

  • We run all content built by you ahead of posting

  • You get until the 20th day of the month PRIOR to review content and confirm it is good to go out on your social media

    • This ensures we are providing content you like, and that we are ahead of schedule in terms of posts

    • We also handle the compliance submission, giving you peace of mind that your content is approved by Home Office.

MONTHLY NEWSLETTERS

Newsletters are an invaluable communication tool to connect with clients and prospects. These regular updates enable advisors to share relevant and timely information on financial markets, investment strategies, and economic trends.

Newsletters offer a personalized touch, allowing advisors to address individual client needs and concerns, strengthening the advisor-client relationship. Through consistent communication, newsletters keep clients informed about their financial journey, helping them make well-informed decisions.

What we do:

  • Package 1 newsletter/month for distribution

    • Newsletter content is timely, on-brand, refreshing, and industry relevant

  • Organize your audience list from A360 to ensure the proper clients/prospects are receiving your newsletter

  • Distribute your newsletter via MailChimp, AdvisorStream, or another newsletter campaign tool of your choosing

  • Content is packaged to you midway through the month PRIOR, ensuring you are viewing the content that is going out and are adding any edits if you want

    • We also handle the compliance submission, giving you peace of mind that your content is approved by Home Office.

PREMIUM SERVICES (ADD ON’s)

We also offer additional services to help elevate your marketing!

What we do:

  • Website builds

    • In full DBA branding if are approved to use one and it fits your needs

  • Client experience subscriptions

    • Holiday gifts

    • Birthday cards/gifts

    • Financial wellness content-related books

    • Other items

  • Videography options

  • Additional services

    • Want to chat about something that’s not on the list? We are all ears!