Whether you’re an advisor and know what you want to accomplish from a marketing perspective, or you don't know where to start, we can help your practice.
No setup fees. Each element of the platform is exclusive to you through your membership.
Upon signing up, you’ll receive a 60-minute consulting session, along with one 30 minute check-in every two weeks.
We provide you with a full marketing plan which includes an audience persona, what content you should be creating, what channels you should market on, and how to execute on everything.
You receive access to FINRA-reviewed content that can be sent and deployed directly from the platform or by adding it to your website. Add your branding, send it out. Done.
Each week, we give you simple steps to take and items to tackle, based on your goals and strategy, to keep you pushing forward.
We enable your marketing through on-demand, digital training modules covering a number of marketing topics. This allows you to access them anywhere, anytime, getting up to speed at your own pace.
You can schedule out pre-built email campaigns to custom lead lists through our campaign functionality allowing you to reach clients and prospects easier.