ADVISOR BENEFITS

Professional Advisor Marketing

Increase brand awareness and prospecting opportunities with professional advisor marketing

Advisors who join Financial Advocates can transition their existing brand, create a new one, or utilize the established Financial Advocates Investment Management (FAIM) brand. But that’s just the beginning…

Build Lifelong Relationships and Expand Your Reach

Effective advisor marketing involves regularly connecting with your target client using a variety of methods and distribution channels.

 

Here’s what you can expect from the Financial Advocates Marketing Team:

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Experienced Marketing Professionals On-Staff

No need to hire an internal marketing resource. We’ve hired them for you.

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Brand Awareness

We provide a strategic plan on how you can increase brand awareness and keep connecting with prospects.

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Advisor Marketing Best Practices

We’ll show you what works and what doesn’t so you save time and money.

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Custom Design Services

Have an idea? We’ll help you bring it to life!

Financial Advocates Advisor Marketing Services

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Brand Development (logo, typeface, tagline, stationery)

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Strategic Marketing Planning

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Professional Design Services

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Content Development

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Website Design

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Social Media Assistance

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Email Marketing Assistance

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Video Production Assistance

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Public Relations Assistance

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Event Planning

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Pre-approved Turnkey Marketing Collateral

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Marketing Automation Tools – Implementation and Training

Are you ready to transition to Independence?

Let's Talk!

Looking to grow or expand your financial practice?

We support an expansive network of independent financial advisors across the nation. If you are thinking about increasing your independence and opportunities for success, let’s talk.

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