Advisor Blog

Font size: +

Update On Constant Contact – Advisor Products Partnership

Constant Contact (CTCT), a world leader in online marketing tools, shared a booth with Advisor Products at Schwab IMPACT 2014, and we used the occasion to launch a concierge marketing service for financial advisors.

b2ap3_thumbnail_CTCT-API-SchwabIMPACT2014_20150330-031731_1.png

From the left to right: Steve Gordonson, CTO of Advisor Products since 1997; Trevor Moore, a financial advisor marketing consultant at API; Tim McNamara, head of sales for North America and Europe at Constant Contact; and Mindy Cohen, a Constant Contact specialist in financial advisor marketing.

At the conference, Advisor Products and Constant Contact launched a concierge marketing service that enables advisors to outsource a strategic program for online engagement marketing. With the concierge marketing service, you get a complete online marketing solution, customized to your strengths and niches.

Email key performance indicators measuring each monthly campaign’s results are used to refine your marketing strategy and make campaigns more effective by identifying financial planning topics that engage individual contacts.

Constant Contact Certified

With the API-CTCT concierge marketing service, a Constant Contact Certified Solution Provider (CSP) sends email campaigns to your contacts monthly. CSPs are independent consultants, who have been trained on an accreditation curriculum covering Constant Contact's suite of online engagement-marketing tools as well as marketing best practices.

How Concierge Marketing For Advisors Works

With the Advisor Products/Constant Contact concierge marketing service:

  • You and your CTCT marketing coach design an online marketing strategy aligned with your niche markets.
  • Timely new campaigns written by Advisor Products are posted to advisor websites every month.
  • A CTCT Certified Solutions Provider sends the campaigns and helps you manage your contact list.
  • Monthly analytics are reviewed with your coach to reveal contacts to call
  • Based on which links in your emails your contacts click on, you tag your contacts to create lists aligned with your niches

By combining Advisor Products financial news content and websites with a Constant Contact Certified Solution Provider who implements your campaigns and strategic guidance from a Constant Contact coach based on objective analytics, the concierge marketing service provides a comprehensive solution for advisors to engage clients, prospects, and centers of influence.

For more information, contact us (888) 274-5755.

Client Portals In AdvisorVault
Concierge Marketing For Financial Professionals

Archive

weekly-signup

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO