Marketing

Raising awareness about the independent difference

A powerful ad campaign just for you

Your independence is everything. And we support that 100%. That's why we launched a national advertising campaign to help educate high-net-worth investors about the independent difference.

This high-impact multi-media campaign features real, independent advisors and highlights the values they live by—trust, accountability, and the fiduciary standard—giving investors reasons to consider switching to an independent financial advisor.
 

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Educating investors about the independent difference

Investor awareness of the independent difference is an important first step. Helping them understand the benefits of working with an independent advisor is the next. That's why the national advertising campaign drives high-net-worth investors to the Independent Advisor Learning Center. Here, they can learn more about the benefits of working with an independent financial advisor and find independent financial advisory firms near them.

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Declare your independence

In order for investors to connect with an independent financial advisor like you, they have to know where to look. That's why we created an advisor directory on the Independent Advisor Learning Center, where high-net-worth investors can find independent financial advisory firms in their area. 

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Explaining the independent difference

Need a compelling brochure for your prospect kit or valuable insights for prospective clients? You're in the right place.

Leverage these ready-made marketing materials to help educate prospects about the value of working with an independent financial advisor:
 

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Elevating your firm’s profile

Improve your online presence

Most potential clients get their first impression of you by looking you up online. Take advantage of specific digital tactics to strengthen relationships and generate referrals, such as elevating your LinkedIn profile.1

1. Justin Kuepper, “How Advisors Can Build and Manage Their Google Footprint,” Investopedia, May 24, 2016.  

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Boost awareness and build credibility with PR

Public relations raises your firm's visibility and credibility. Learn how to create a PR plan, craft a compelling story, and implement best practices in working with the media

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Working with a marketing agency

Financial advisors need to be able to communicate what makes their firm unique. A marketing agency (or freelancer) can help you establish a more powerful and compelling presence. Learn what a consultant can do for you and how to work with one.

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Winning referrals

Looking for viable ways to grow your business? Advisor marketing expert Maribeth Kuzmeski shares her proven strategy for capturing attention, driving referrals, and ultimately growing your client base.

Expanding your centers of influence

Learn how to be proactive, persistent, and intentional about networking so that you can better harness the power of building relationships.

Is your office space an untapped asset?

See how advisors use their physical environment as a tool of differentiation and expression of their brand.