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

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.

Website Development
- Echelon has two preferred providers to offer choice and flexibility
- Advisors pay for the website development costs
- Marketing helps develop your website start to finish including web copy
Social Media Profiles, Setup/Audit
- Professional set up of new social media accounts with branding / client-facing copy and imagery
- Audit existing accounts to be client-facing, ensure full profile
- LinkedIn, Twitter and Facebook only
Email Marketing Setup
- Template setup on Mailchimp with links to your website
- We can help automate your outreach and achieve better results
Quarterly Advisor Newsletters
- Use our standard co-branded template
- Choose 3-5 articles from our ‘content repository’
- Personalize with your Headshot / bio / short message quarterly
Content Writing Services
- Use our writers to produce high quality writing for your blog
- We provide project management / consultation for the content
- Or, pay for specialized content tailored directly to your needs
Video Services / Event Marketing
- Create branded professional videos / interviews for your website or clients
- Meet the Advisor videos can be co-branded with split development costs
- We help you host virtual events to attract prospects and support clients
- Co-branded, full set-up with invites, using Echelon’s Zoom Webinar platform