Advisor Resource Center

financial advisor email and social marketing

Stay top-of-mind through all client and prospect life events

  • FINRA Reviewed
  • Email, Print, or Share
  • Regularly Refreshed Content
  • Multiple Content Formats
  • Easy-to-Search Library
  • Automated Campaigns

Expand your library of unbiased, advisor-centric content and save time by leveraging over 3,000 pieces of original content created by our team of in-house financial subject-matter experts. Engaging content includes articles, videos, calculators, market summaries and e-seminar presentations; each piece is easy to share thanks to email and social media integration, as well as automated campaign capabilities.

This solution is included in these Packages:

Maximize the Effectiveness of Your Client Communications

With Email & Social Marketing, you can increase your client touch points without sacrificing time. With minimal time investment, you are able to:

  • Search financial topics quickly and easily, finding the right content for your clients and prospects
  • Share content easily through a variety of methods, including downloadable PDFs, email and social media sharing
  • Schedule client communications in advance with future dated emails and social posts, or enroll in automated Set & Forget campaigns, that push out new content the moment it’s available

Comprehensive FINRA-Reviewed Content Library

This solution gives you access to a wealth of information and resources, including:

  • Client communications, ranging from one-on-one presentations to email videos and everything in-between
  • Advisor alerts and articles written for financial professionals to keep them up-to-date on new financial rules and developments
  • Client presentation tools such as tables, illustrations, checklists and worksheets that are designed to educate and guide in an easy-to-digest format

Customized Content That Supports Your Brand

We make it easy for you to use our content as your own. Our resources are FINRA reviewed and available in formats that integrate with your brand:

  • Elevate your presentations with personalization that includes your head shot, contact details, logo and color scheme
  • Emailed content includes your picture and contact information, creating a personalized client experience

Email & Social Marketing Solution Features

Popular Platform Integrations

  • Facebook
  • Twitter
  • LinkedIn
  • Email


  • Share messages to multiple contacts within seconds
  • Future posts and email scheduler
  • Free technical support
  • Easily search for resources or browse by category
  • Presentation templates for easy content customization
  • Automated “Set & Forget” Campaigns
  • Integrated compliance review
  • Easily search for resources or browse by category
  • Email, print or share on social media

Premium Financial Content

  • FINRA reviewed
  • Videos
  • Financial calculators
  • Charts and graphs
  • Regularly refreshed
  • Life event and newsletter articles
  • Market summaries in text and video formats
  • Multimedia presentations for seminars and webinars

Custom Presentations

  • Build a unique presentation that fits your brand
  • Personalize content for your clients
  • Include contact information to increase engagement
  • Email, export to PDF or Word, or print professionally