Marketing

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 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.

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.

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:

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.

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.

Most potential clients get their first impression of you by looking you up online. Elevate your LinkedIn profile¹ and take advantage of tactics to strengthen relationships and generate referrals.

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.