Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors

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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.

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