Advisor Branded Marketing Update: Women and Wealth – Taking Control

Each month, new content is added to Advisor Branded Marketing.  These new campaigns are designed to drive new business and engage existing clients. This month. we’re releasing part two of our Women and Investing Campaign with three new pieces of content!

With Advisor Branded Marketing, you’re armed with all the resources you need to attract, convert, and retain clients—and you’ll have access to new marketing content every month. Learn more about Advisor Branded Marketing.

What’s New in April

Our latest video, Taking Care, discusses how times have changed – today 40% of women are the breadwinners in their households. Women are taking control whether they are partnered or not and should work with a financial advisor that hears their voice and understand their needs when it comes to conversations about financial planning.

The new article, Dealing with Grief, helps guide a widowed spouse through the required steps to take when their spouse passes away. This tumultuous time often requires multiple important and irrevocable decisions.  With this guide, your bereaved client will have a primer to help them manage these important decisions while dealing with the stress – the loss of a loved one imparts.

And finally, our second new article, Support is Just a Phone Call Away, provides a checklist that helps those who were recently widowed deal with the financial side of things. When to call your advisor, what steps to take to ensure you have what you need to move forward with planning your finances.

Current subscribers can access the new content for the Women and Wealth campaign on April 23 under Advisor Branded Marketing – Featured Content.

Not an ABM Subscriber? Demo Advisor Branded Marketing today.