Advisor Branded Marketing: Find the Right Piece of Content for your Client’s Questions

Last month, we debuted the NEW Advisor Branded Marketing platform: your complete marketing and client communications toolkit. So whether you’re a seasoned Advisor Branded Media user just transitioning to the new platform, or a brand new ABM subscriber, there’s a ton of new content and features to get acquainted with– including articles, eBooks, slicks, videos and more.

On October 25, we’re releasing two new features to your Advisor Branded Marketing Content Library. These updates include a Media Type Indicator to help you immediately identify the content type when browsing your marketing collateral and a brand new type of content, Newsletters.

While Advisor Branded Marketing is perfect for reaching your prospects and communicating with your clients, keep reading to learn best practices for fielding your clients’ questions.

The new Advisor Branded Marketing has content for every conversation, so you’re prepared when your client has a question about…


…the Client Site.

When it comes to questions about your client’s Personal Financial Management site, the eMoney Materials section is your go-to resource. In this section, you can answer your clients’ questions like:

  • What’s the best way to get started with my Personal Financial Management site?
  • What should I store in the Vault?
  • Where do I set my Goals?

The Content under eMoney Materials has been designed to assist with client onboarding, helping you highlight the features in your Client Portal.


…current events in the news.

The new Content Library features timely and relevant articles from Financial Media Exchange (FMeX), the industry’s leading content provider. So whether your clients have questions about how to safely donate to a recent disaster or the rising gas prices, you can share the content they need at the click of a button.

 


…increasing my savings.  

The new categories and content filters allow you to quickly drill down into relevant content based on your client’s age, net worth and stage in the client lifecycle. You can even choose the media type you think would resonate best.

The NEW Advisor Branded Marketing makes it easy for you to find what you need to answer your clients’ questions and get them thinking about how to take the next step in their financial futures.


…anything else

With over 19+ categories and 2,500 pieces of content including articles, eBooks, videos, infographics and more, the Content Library is sure to have what you need to stay in touch with relevant content for your clients.

The new categories and content filters allow you to quickly drill down into relevant content based on your client’s age, net worth and stage in the client lifecycle. You can even choose the media type you think would resonate best.

The NEW Advisor Branded Marketing makes it easy for you to find what you need to answer your clients’ questions and get them thinking about how to take the next step in their financial futures.


Want to learn more about Advisor Branded Marketing? Watch this video on “Becoming an eMarketing Advisor and sign up for a live demo and start reaching investors where they are today.

 

 

Sign up for Live Demo

*$300 off your first 12 months available only to new Advisor Branded Marketing subscribers through the end of 2017. Current subscribers will remain at their current reduced rate through the end of their contract period. 
Joseph Pearson

Written By

Joseph Pearson is a Client Communications Strategist with eMoney Advisor, LLC. A two-time eMoney Wingbowl Champion, one-time Chili Cook-off Runner-up and Gold Stevie® Award-winning Front-Line Customer Service Professional of the year for 2016 - Joe is a proud father, devoted husband, and he always tries turning it off and back on again before calling IT.