Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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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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