Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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Archive for November, 2014

Update On Constant Contact – Advisor Products Partnership

Constant Contact (CTCT), a world leader in online marketing tools, shared a booth with Advisor Products at Schwab IMPACT 2014, and we used the occasion to launch a concierge marketing service for financial advisors.

From the left to right: Steve Gordonson, CTO of Advisor Products since 1997; Trevor Moore, a financial advisor marketing consultant at API; Tim McNamara, head of sales for North America and Europe at Constant Contact; and Mindy Cohen, a Constant Contact specialist in financial advisor marketing.

At the conference, Advisor Products and Constant Contact launched a concierge marketing service that enables advisors to outsource a strategic program for online engagement marketing. With the concierge marketing service, you get a complete online marketing solution, customized to your strengths and niches.

Email key performance indicators measuring each monthly campaign’s results are used to refine your marketing strategy and make campaigns more effective by identifying financial planning topics that engage individual contacts.

Constant Contact Certified

With the API-CTCT concierge marketing service, a Constant Contact Certified Solution Provider (CSP) sends email campaigns to your contacts monthly. CSPs are independent consultants, who have been trained on an accreditation curriculum covering Constant Contact’s suite of online engagement-marketing tools as well as marketing best practices.

How Concierge Marketing For Advisors Works

With the Advisor Products/Constant Contact concierge marketing service:

  • You and your CTCT marketing coach design an online marketing strategy aligned with your niche markets.
  • Timely new campaigns written by Advisor Products are posted to advisor websites every month.
  • A CTCT Certified Solutions Provider sends the campaigns and helps you manage your contact list.
  • Monthly analytics are reviewed with your coach to reveal contacts to call
  • Based on which links in your emails your contacts click on, you tag your contacts to create lists aligned with your niches

By combining Advisor Products financial news content and websites with a Constant Contact Certified Solution Provider who implements your campaigns and strategic guidance from a Constant Contact coach based on objective analytics, the concierge marketing service provides a comprehensive solution for advisors to engage clients, prospects, and centers of influence.

For more information, contact us (888) 274-5755.

Concierge Marketing For Financial Professionals

Advisor Products and Constant Contact have teamed up to provide financial professionals a concierge marketing service.

  • Outsource all your marketing to pros
  • High-touch, high-tech service
  • Timely educational campaigns monthly
  • Analytics to measure return on every marketing dollar you spend
  • A marketing coach dedicated to your success
  • Executed by a Constant Contact Master Certified Solutions Provider
Concierge Marketing For Advisors

Concierge Marketing For Advisors

Concierge Marketing For Advisors is for you if you can’t ever find the time to send an email newsletter. You and your Constant Contact coach design a strategic marketing plan based on your unique strengths. Then, a Constant Contact Master Certified Solutions Provider implements your plan using our integrated content marketing platform. You and your coach refine your list and tag your contacts’ based on their “financial focus areas” to craft strategical email campaigns month after month for a year.

With Concierge Marketing For Financial Advisors, you get:

  • A marketing plan, calendar, and metrics to determine your success
  • Uploading, segmenting, and completely managing your contact list
  • A monthly professionally crafted email to engage your audience
  • List growth tools designed to reach your audience via multiple channels
  • Sharing through your social media networks

 

 

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