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

As an Advisor Branded Media subscriber, you know that now more than ever, clients want personalized, targeted, customized experiences from their financial advisor. Gone are the days of print ads, cold calls, brochures, and branded giveaways.

Forward-thinking advisors like you, are incorporating digital tools into their service offerings in order to meet client expectations for more personalized, on-demand experiences.

Your NEW Advisor Branded Marketing platform is modern marketing for the modern advisor. Whether it’s a prospective client who’s just heard of your business, or new client who needs help with the Client Website – Advisor Branded Marketing is a complete marketing toolkit that arms you with all the resources you need to attract, convert, and retain clients.

Your NEW Advisor Branded Marketing features:

• Over 2,500 new pieces of content from our partner Financial Media Exchange, immediately available in your new Content Library, so you can be sure you’ll reach investors with the right message, at the right time.
• Custom-branded marketing campaigns with professionally developed digital content to help you generate and nurture qualified leads.
• 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, and videos for LinkedIn, Twitter and Facebook.
• A fully integrated platform allows you to leverage client data to launch targeted content campaigns and monitor engagement – all from your eMoney platform.
• New content mediums including e-books, infographics, emails, videos and more.
• Email Analytics designed to help you track and monitor key performance metrics and see how clients are interacting with your communications.

Ready to start reaching investors where they are? Watch a recording of our pre-release webinar to familiarize yourself with all your new features and sign up for our post-release webinar on Thursday, September 21 at 1pm ET or keep reading for a few things you should know before getting started.

Here’s what you need to know to get started with Advisor Branded Marketing:

Your marketing platform has been unified.

With the new Advisor Branded Marketing, your marketing operations have been fully integrated into your eMoney wealth-planning platform. This means you’ll visit your eMoney Settings on your Advisor Site (rather than the Media Editor) to manage your branding and disclaimer. As an integrated platform, sharing your Advisor Branded Marketing access is now controlled by assigning delegation privileges through the Sharing Rules in your Settings.

Additionally, the introduction animations that previously displayed your company’s logo have been removed. Now, your new videos will play on a custom web page that includes the video, your branding and matches the theme of your Client Site.

Your video URLs are going to change on January 1, 2018.

As part of the release, your video URLs will be updated – but don’t panic, they’re not changing immediately and your existing video links will work for now. If you have any videos that you currently host on your website or have embedded elsewhere, you will need to update these URLs before January 1, 2018.

To access your new URLs, simply locate the video you will be updating and click the Share link. You will then have the option to Get a link to embed. Use this embed link to update any videos on your website.

The price is changing, subscribers will enjoy a discounted rate through the end of the year.

Although the complete marketing toolkit offered in Advisor Branded Marketing retails for $1500 a year, current subscribers can expect their price to remain as contracted in their subscription agreement until their renewal date in 2018.

If your subscription ends before January 1, 2018, and you choose to renew, the new retail rate will not go into effect until the end of your annual contract period.

You have access to a TON of new features.

With Advisor Branded Marketing, we’ve introduced over 2,500 new pieces of content, including articles, PDF’s, eBooks, social media posts, emails and more. And in addition to new content, you have access to a variety of new features designed to make the process of finding engaging and relevant content that fits your marking needs simple and painless.

Here’s what you’ll find when you log in:

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 campaign with a variety of content — making it easy to deploy a campaign across multiple channels.

Featured Content shows you the new and relevant content in your library. Not only will any new content be highlighted here, but timely and relevant content will populate as well.

Pro tip: Today you’ll notice we’ve featured all the new Client Site onboarding materials, available only to Advisor Branded Marketing subscribers, so make sure to check it out and share with your new clients!

eMoney Materials focus entirely on your clients’ experience with eMoney. So whether they have questions about Client Site features, need help getting started, or simply want to understand your offering better – you’ll have the user guides, marketing slicks, and videos they need. eMoney Materials are yet another way to differentiate your offering from the typical advisor experience.

Suggested Email and Social Media Posts make engaging with your clients and prospects a whole lot easier. With the option to send an email or post to your social media channels directly from your Content Library, the process of building a complete online presence is easier than ever.

Pro tip: Suggested content is just a base to get you started. Feel free to tailor these messages for your audience, or create your own custom version to save as a template for future use.

Content Filters are a new way to sort your marketing materials, allowing you to quickly filter not only the type of media, but your targeted audience.

With Content Filters, you can specify your Media Type (Print, Video, Social Ad, etc.), take into account their generation demographics (Millennial, Gen X, Baby Boomer, etc.), then consider your client’s financial demographic (High Net Worth, High Income Not Rich Yet, Mass Affluent, etc.) before finally selecting the best content for your audience by life stage (Single, Married, Widowed, etc.).

Some existing features have gone away.

With the release of Advisor Branded Marketing, we’re aiming to provide an integrated and seamless experience for you and your clients. In order to ensure we continuously provide you with the most up-to-date and relevant content, we have removed or retired the following items.

• Because Advisor Branded Marketing is fully integrated with the eMoney application, access will only be possible via an eMoney login.
• The ability to download videos is being removed. This change will allow for improved email analytics and tracking capabilities as well as ensuring ABM users always have the latest content highlighting the most up-to-date version of the Client Site.
• With the new ability to download the original PDF files for all print materials, you’ll no longer need to visit Mimeo for printing services.
• The Offline Demo, First Meeting Presentation, and Advocate, Teacher, Law Enforcement and Fire Fighter videos have been retired.
• On hold audio and videos without a voiceover have been discontinued.

We are actively pursuing new and creative content mediums and innovative enhancements to Advisor Branded Marketing and we are excited to debut these to you in the future.

Questions about how to take full advantage of all your new marketing features? Sign up for our post-release webinar on Thursday, September 21 at 1 PM.