Elevate your firm’s profile with marketing tips and tools that can help you gain more visibility, increase your market reach, and connect with new clients.
The Independent Difference Campaign
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 multimedia campaign features real, independent investment advisors and highlights the values they live by—trust, accountability, and the fiduciary standard. The ads give investors reasons to consider switching to an independent investment advisor.
Investor Education Website
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 investment advisor is the next step. That's why the national advertising campaign drives high-net-worth investors to FindYourIndependentAdvisor.com. Here, they can learn more about the benefits of working with an independent investment advisor and find an advisor near them.
Declare your independence
In order for investors to connect with an independent investment advisor like you, they have to know where to look. That’s why we created an advisor directory on FindYourIndependentAdvisor.com, where high-net-worth investors can find independent investment advisory firms in their area.
Investor Education Tools
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 investment advisor:
Elevating your firm's profile
Reach clients and prospects in new ways
The Internet has transformed the way that investors seek information and make important decisions, creating new and exciting marketing opportunities. Discover best practices to engage with clients and reach new prospects today.
Search Engine Optimization
Boost your website ranking in search results
A strong online presence can help you deepen client relationships and build awareness with prospects. But making a good impression online requires more than a quality website. To successfully drive business growth and attract new leads, your website needs to be easy to find online. And that starts with being search engine friendly.
Working with a marketing agency
Investment advisors need to be able to communicate what makes their firms unique. A marketing agency (or a 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.
Navigating your network in a virtual environment
More than ever, our day-to-day interactions are happening in a digital world. We've outlined solutions and strategies that can help you better navigate your network in our virtual environment.
Looking for viable ways to grow your business? Investment advisor marketing expert Maribeth Kuzmeski shares her proven strategy for capturing attention, driving referrals, and ultimately growing your client base.
Is your office space an untapped asset?
See how investment advisors use their physical environment to differentiate and express their brand.
1. Justin Kuepper, “How Advisors Can Build and Manage Their Google Footprint,” Investopedia, May 24, 2016.