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Your Advisor Branded Marketing Updates

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Did you catch this month’s issue of the eMarketing Advisor Newsletter? With step-by-step instructions for launching our featured content campaigns, you’ll learn tips on how to share content to your social networks and best practices for increased exposure.

We’re dedicated to bringing new, relevant content and features to the Advisor Branded Marketing platform, as well as additional resources to get your clients up and running on their Client Portals, more industry-focused content, and new features and tools to help automate your marketing efforts.

July 2018: Mitigating the Risk of Student Loan Debt — New Video and Articles. 

Invite your clients to take steps now to ensure that their investment in their child’s college education will be a sound one..

June 2018: College Saving Strategies — New Video and Articles. 

Invite your clients to take steps now to ensure that their investment in their child’s college education will be a sound one..

May 2018: A Lesson in Education Planning — New Video and Articles. 

The costs associated with college, high school, and even elementary schools can be significant. Your clients need a road map for their child’s education—one that takes into account their financial options regarding property taxes and tuition and the impact these costs may have on their ability to save.


April 2018: Taking Control (Women and Wealth) — New Video and Articles. 

Show that you understand the challenges women face and can deliver financial guidance to help them achieve their goals.


 

March 2018: Taking Care (Women and Wealth), New Newsletter Content and Custom Emails

The latest Advisor Branded Marketing campaign is designed to highlight how you’re uniquely positioned to understand and serve the needs of women investors.

In addition, the March update included a new type of marketing content Newsletters and added the ability to create custom emails.


February 2018: Protecting Those You Love Most (Women and Wealth)

The latest Advisor Branded Marketing campaign is designed to highlight how you’re uniquely positioned to understand and serve the needs of women investors.


January 2018: Young at Heart (This is 60)

The final entry in our This is 60 campaign features two additional pieces of content.  The first is focused on how Baby Boomers can explore the changes their generation has seen throughout their years and illustrate that the world is much different from the one their parents grew up in and the second is designed to help clarify what and how annuities work.


December 2017: Leaving a Legacy (This is 60) 

December continues our This is 60 campaign with two additional pieces of content focused on the concept of Leaving a Legacy for the next generation and understanding the current status of Social Security in our times.


November 2017: Your Greatest Assets (This is 60)

By age 60, Baby Boomers have seen a lot of life and acquired a need for more sophisticated wealth management as a result. In this month’s campaign, target this key demographic with content that is uniquely positioned to speak to the needs and challenges of Baby Boomers.


October 2017: Next-Gen Investors 

October’s campaign focuses on Next-Gen investors, including a video designed to help Millennials by providing basic retirement savings education and an infographic that helps them relate their retirement savings with their peers.


Stay tuned for more information on our next marketing campaign releasing next Month.


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