Advisor Branded Marketing Has Arrived: A Modern Marketing Platform for the Modern Advisor

Advisor Branded Marketing is here! Advisor Branded Marketing is the financial advisor’s complete marketing toolkit—arming you with the resources you need to attract, convert, and retain clients digitally, all from within the eMoney platform.

Sign up for a live demo and start reaching investors where they are today.

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Advisor Branded Marketing is Marketing Made Simple for Financial Professionals.

Attracting, converting, and retaining clients is paramount to the success of your practice. But between running your business, managing your book and developing financial plans for clients, marketing yourself often ends up near the bottom of the priority list. eMoney’s Advisor Branded Marketing has your back. Our complete marketing toolkit gives you access to all the resources you need to elevate your brand—right through the eMoney platform. Let us take care of the marketing so you can focus on what you do best—providing cutting-edge advisory services to clients.

The NEW Advisor Branded Marketing features:

  • Custom-branded marketing campaigns with professionally developed digital content to help you generate and nurture qualified leads.
  • A single fully integrated platform allows you to leverage client data to launch targeted content campaigns and monitor engagement from a single interface, deeply integrated into eMoney.
  • Content for every client conversation with over 2500 new pieces of content you can be sure you’ll reach client with the right message, at the right time.
  • Client onboarding materials help you introduce your clients to your industry-leading client portal and help them stay engaged throughout their entire lifecycle.
  • Simple social media sharing allows you to promote your brand online using suggested social posts, videos and ads for LinkedIn, Twitter and Facebook.
  • Email Analytics designed to help you track and monitor key performance metrics and see how clients are interacting with your communications.

Custom-branded Marketing Campaigns

Content marketing drives nearly six times more conversions than traditional marketing. But creating great content can be time-consuming. That’s why Advisor Branded Marketing offers advisors access to engaging, relevant content that fits your marketing needs—all custom-branded and easily accessible right from the eMoney portal. Content Campaigns are bundles of content that work in unison to attract, nurture, and retain a specific target market.

Each month, you’ll receive a new content campaign featuring a variety of content from eBooks, videos, social media ads with suggested content posts, and emails — making it easy to deploy a campaign across multiple channels.

A Single Fully Integrated Platform

Using disparate technology platforms to power your business is time-consuming and inefficient. With the new Advisor Branded Marketing, your marketing operations are fully integrated into eMoney’s wealth-planning platform, allowing you to easily leverage client data to launch targeted content campaigns ad monitor engagement —all from a single interface.

Content for Every Client Conversation

Now more than ever, clients crave personalized, targeted, customized experiences from their advisors. After all, offering your clients impactful, relevant content establishes credibility, builds relationships, and strengthens the partnership between client and advisor. But we know writing your own content isn’t always practical when you’re focused on meeting the needs of your clients.

Advisor Branded Marketing gives you custom-branded, industry-relevant content on the topics investors seek most, right from your eMoney dashboard—sharable with just a few clicks. New videos, tutorials, articles, email templates, and more will be released regularly, helping you keep your message—and your brand—top of mind with clients.

Client Onboarding Materials

Every experienced advisor knows that if there is one thing more important than gaining new clients, it’s retaining your current ones. With onboarding guides, easy-to-follow videos, and a wealth of “getting started” resources, Advisor Branded Marketing gives you the tools you need to seamlessly bring clients onto their very own personal financial website, so you can start delivering exceptional client experiences right from the very first client meeting. And, all content is digital for easy sharing and accessible on demand.


Simple Social Media Sharing

With simple sharing tools for Twitter, Facebook and LinkedIn, and suggested posts, elevating your social presence and engaging with prospects and clients online has never been easier. Advisor Branded Marketing allows you to increase brand awareness and connect with clients where they are.

Email Analytics

Only 61% of marketers believe their marketing strategy is effective and 24% don’t know whether their efforts resulted in closed-won deals. If you’re not measuring the effectiveness of your marketing and prospecting efforts, how can you improve them?

With Advisor Branded Marketing, you can monitor email delivery and views so you know who interacts with your content and who doesn’t.

Ready to kick-start your marketing?

Although the complete marketing toolkit offered in Advisor Branded Marketing retails for $1500 a year, if you sign up for Advisor Branded Marketing before January 1, 2018 you’ll receive $300 off your first 12 months*.

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*$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 three-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.