News
Advisor Marketing Pro Launched to Give Marketing Expertise to Resource-Constrained Advisors
Medfield, MA – September 3, 2010 Advisors Trusted Advisor (ATA), a division of The Collaborative, and Wealth Management Marketing (WMM) announced today a collaboration to bring strategic and tactical marketing resources to small advisors with their AdvisorMarketing Pro program. Advisors with 1 to 15 employees often struggle to find time, and the human and financial resources required to grow and compete with other advisors, especially larger firms. This program was designed to meet the marketing and business growth needs of the small advisor, at a very affordable price.
ATA and WMM have combined their respective industry-leading offerings to create a package for small advisors that includes: positioning and creation of a competitive value proposition; creation of a tailored marketing plan; marketing materials for presentations and ongoing tactical support in the form of newsletters; client education; social media; and and marketing plan implementation. ATA has historically focused on strategic marketing while WMM has focused on tactical implementation.
"The small advisor is finding it increasingly hard to stand out in a crowded market without investing a lot of money", says Beverly Flaxington, co-founder of Advisors Trusted Advisor. "We've always tried to deliver actionable support at reasonable prices but partnering with Kristen Luke's firm, Wealth Management Marketing, allows us to focus on what we do best and know that the advisor will continue to be supported. We know that this ongoing support is the critical element to experiencing business building success."
Both firms have relationships to deliver their offerings with several custodians, broker-dealers and investment product companies and also work directly with advisors on a day-to-day basis. "We know the marketing challenges that advisors face", said Kristen Luke, founder of Wealth Management Marketing. "We provide advisors the resources they need so that they avoid having to hire additional staff or oversee execution of a marketing plan. It's the complete marketing solution for small advisors and fills a hole that has previously existed in the industry."
AdvisorMarketing Pro is available by contacting either Advisors Trusted Advisor (www.advisorstrustedadvisor.com) or Wealth Management Marketing (www.wealthmanagementmarketing.net).
Announcing the Launch of SocialTurns.com
Press Release
I am excited to announce the launch of a new community, called SocialTurns.com. The site is designed for financial professionals to discuss social media issues, best practices and news.
Social media has so much to offer the financial services industry yet education, awareness and questions are holding it back. Our hope is that by bringing together industry experts, passionate users and those standing on the sidelines that we will be able to accelerate the adoption of social media.
To help foster and grow the community we’ve created the SocialTurns Council. The Council is made up of compliance, marketing, technology and financial services professionals who are pioneering social media adoption in the financial services industry. Please join me in thanking all of our Council members:
- Pat Allen, Principal, Rock The Boat Marketing
- Debbi Corej, VP of Compliance, Prudential
- Julie Gebert, AVP of Compliance, Cambridge
- Kip Gregory, Principal, The Gregory Group
- Bruce Johnston, President & CEO, Advisolicity
- Kristen Luke, Principal, Wealth Management Marketing
- Christina L. Nelson, Senior Editor, Financial Planning Association
- Stephanie Sammons, CEO, WiredAdvisor
- Stephen Selby, Director of Regulatory Services, LIMRA
- Jennifer Sussman, Director of Online Marketing and Experience, American Century Investments
- Pete Chiccino, EVP and CIO, The Bancorp Bank
In the last few weeks we’ve invited users to sign-up for the preview and the reaction has been tremendous. To date we’ve had almost 500 users join SocialTurns from 13 different countries and the discussions are off and running ranging from enterprise social media adoption, to FourSquare, to employee guidelines.
We invite marketing, technology, compliance and financial services professionals to join the conversation. As you navigate the social media waters this community is here to help you make the right turns to get the most out of social media for your brand, your employees and your customers.
And don’t forget to let us know what you think or how we can improve. Here is one review from David Rosen at The B2B Formula.
See you on SocialTurns.
PS: After you join please add a badge to your website, blog or Twitter profile to help grow the awareness of SocialTurns and help fuel the discussion.