Advisor Marketing Program
Advisor Marketing Program
Busy entrepreneurial Advisors often need help creating and implementing marketing campaigns, website design and updates, digital advertising solutions, content for newsletters and blogs, creating videos and other marketing services.
How does an Advisor implement simple solutions to stay connected with and at the forefront of clients’ financial lives? We offer a full slate of marketing services to help, our Advisors at below market price rates, often at little or no cost to the Advisor. Our dedicated Advisor Marketing Program (AMP) will work with an Advisor directly to design a customized solution for their specific practice.
How Does the Advisor Marketing Program Work?
Contact
Review the services we offer. Contact the AMP team to schedule a virtual consultation to discuss your marketing needs.
Consultation
Consult with AMP. An estimate of services will be submitted to you after the consultation. Once agreed upon, the work begins.
Collaborate
Collaborate with AMP on each project; timing, content, design. You will approve the project at each stage from compliance to launch.
Market
Prior to launch, AMP will train you on each program, monitor your progress and continually provide service to you as needed to ensure your success!
AMP Marketing Services Catalogue
List of Services
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Email MarketingList Item 1
Get set up with MailChimp; customized templates, import your audience and start reaching your audience more effectively.
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Website Production
Let us refresh your existing website or build you a fully responsive customized CMS website to showcase your services.
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Social MediaList Item 3
Account setup, current account audits, content management and adding you to the corporate Brand Ambassador program.
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Content/Creative Production
From fact sheets, brochures, newsletters and more, we can write, edit and provide graphic design services for your documents.
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Video Event SupportList Item 4
Branded invites and emails, pre-event setup and live event management of Zoom/Teams to ensure your event is professional.
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Video ProductionList Item 2
Turn events’ or interview video recordings into commercials and highlights posted to our YouTube channel to share with your clients.
AMP Marketing Support for Advisors
Marketing in today’s fractured online and offline landscape can be difficult to traverse. We can help you navigate to the best practices with the highest return through a laddered approach.
Enter the program where you need it the most, and exit whenever you want. Even use your BDA account for external costs.
