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Online Marketing for Financial Advisors – Fast, Easy, and Effective
Quickly build a custom flyer to send to prospects and customers. Feature your current income offerings including Brokered
CDs, Municipals, Corporates, and Preferreds. Automate an important part of your marketing plan today.
Get started immediately with a FREE trial today! – Start Free Trial
Quickly build a custom flyer to send to prospects and customers. Feature your current income offerings including Brokered
CDs, Municipals, Corporates, and Preferreds. Automate an important part of your marketing plan today.
Get started immediately with a FREE trial today! – Start Free Trial
Features
Customize to your needs
Customize to your needs
- Create an fixed income offer sheet containing one or multiple classes of income products.
- Add your name, address, email, phone, photo, and more to each flyer.
- Great for advisor teams.
- Adds another point of touch with clients.
- Flyer can be printed for those who do NOT have email..
- Clients can easily pass flyer on to friends and family.
- Send out an income offering in minutes via email to all your customers and prospects.
- Save on mailing costs – see example
- Clients get information immediately vs. days via regular mail.
- Studies show customers open HTML email more often than regular text email.
- Easily submit your flyer to your compliance officers for approval.
- Send a professional custom designed offer sheet to your clients through your own email servers and stay in compliance with your firm's regulations.
