AMP Program Examples

The AMP Program – Service Menu

Advisor Marketing Program

Here are examples of several AMP programs completed and in progress by Investment Advisors across the country to help you better understand the services offered to you through the program.

EMAIL

Email solutions made simple

Email marketing is a powerful marketing tool, a form of direct and digital marketing, that uses email to promote your business' services. It can help make your clients aware of the latest financial news in the marketplace and is an excellent tool to use to regularly keep in touch with your clients.

Did you know?

Email marketing generates $42 for every $1 spent, which is an astounding 4,200% ROI. (HubSpot)

AMP will create customized templates that reflect your brand and business ethos, customer journey automations and other email templates to meet the needs of your business.

New clients

Create a customer journey series of four (4) to seven (7) emails that welcome new clients to your business over a series of weeks; introduction, services, social and online contact, financial content and any other information you think is important for new clients to know about your business .

How does this work? This marketing automation system can be linked to your website subscribe area so that when a new user signs up they enter the customer journey in Mailchimp and will receive automated customized messages from your team over a pre-determined time, each with strong CTA’s (call-to-actions) to ensure you are foremost in their minds.

Existing clients

Weekly, monthly, quarterly newsletters
Financial market update emails
Your brand story emails
Anniversary, birthday greeting emails
And more…

Investment Advisor Websites

Freebird Wealth

Bhavin Vyas, Edmonton, AB
Mini website: 5 pages
AMP (supplier)
Visit
Scott Strapp Team

Scott Strapp, Oakville Ontario
Intermediate website: 5 pages ICONIC (supplier)
Visit
Beyond Wealth

Shelly Lairar, Tom Gougeon
Full website: 15 pages + blog
AMP (supplier)
Visit
Katevatis Wealth

Katevatis Wealth Management
Full website: 15 pages + blog
AMP (supplier)
Visit

Website Re-design

If you have an existing website, we can take your existing content and update the website to a more modern SEO-friendly website inline with today’s search engine standards. The website example shown here, is a fully customized site which uses a robust content management system (CMS) which enables the L.I.F.E. Management Team to easily update their own content.

Use the slider to see before (left side) and after (right side) views of the new updated website. Visit the NEW website here.

Before After

Video marketing

Video marketing is a powerful way for you to spread your message in an easily accessible way to your customer base. Let's face it, people do not read as much in this day and age. Using video to reach your client base is a powerful marketing tool to cut through the clutter.

How to use video in your business:

Host a 10-20 minute roundtable Q&A information session with an expert in your business. The video can will be branded as to your business and can be one full video and/or smaller videos created from each question for more content to be used in email marketing and on your website.
Provide a short update to your client base on major financial news
Announce changes to your business, new services/programs
Host a series of how to's; investing tips, retirement strategies and more
Host a series of learning videos; NFTs, foreign investment, insurance and more...
Create a short video outlining your services to host on your website

All Investment Advisor videos will be hosted on an Advisor section of Echelon Wealth Partners’ YouTube page . Visit the page for more ideas on how to use video to market your services.