Keeping Clients Engaged and Using Timely Content in Advisor Branded Marketing

An effective communication strategy is always critical to your client relationship – but in the midst of a crisis like COVID-19, it becomes even more vital.

Over the next several weeks, we’ll share a step-by-step breakdown for building a strong client communications plan that will keep you connected to your clients during their time of need. You can put these steps into action immediately, using our pre-built templates and timely resources found in Advisor Branded Marketing.

Timely Content Highlights for Your Client Outreach

Market Commentary

A very low-effort way to stay in front of your clients regularly (second tip above), is to grab weekly market commentary from ABM at the start of your week, and pull out a few key takeaways to share in an email with your clients.

How to Access:

1. Emails > Featured >Weekly Business Update > Edit to add your own takeaways.
   
2. Attach the full market commentary by choosing “Select Content to Share” then select Content Library > Featured.
   

Note, as new articles are released, older articles are moved to the Industry Insights section so that they are always available.

Recently Added

The Recently Added section houses the newest content added to your Content Library.

How to Access:

There are two ways to access recently added content from Advisor Branded Marketing:

1. Content Library > Industry Insights category (listed along the left-hand side of the screen).
   
2. Featured section of Content Library.

More information about your 3-month free access to Advisor Branded Marketing can be found in this FAQ blog post. And for more insight into best practices for planning during times of disruption, check out our recently recorded webinar series.

Any additional questions? Contact eMoney Client Support at (888) 362-8482 or send an email.