800.260.2927 | www.advisorsedgemarketing.com

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SPECIALIZING IN AUTOMATED MARKETING FOR FINANCIAL ADVISORS

Clean, easily searchable library of free resources, provided by Automated Advisor, as well as any resources specific to your current marketing.

Free Resources

Our homepages are clean, easy to navigate, and engaging, giving you the best shot at converting visitors into leads. We turn your homepage into the virtual office if should be.

Home

Each of the Automated Advisor free resource tracks we’ve developed are offered on a landing page unique to that track of planning. This allows you to quickly capture contact information of interested prospects for easy follow up. In addition, these pages provide prospects with more specific information regarding the resources they are interested in.

Lead Capture

The appointment page of your Automated Advisor website is linked all throughout your site, allowing prospects multiple opportunities to easily schedule a phone call or in-person consultation with you.

Schedule An Appt

Each of these reports are available digitally, on your website, for easy printing or download by prospects and clients. In addition, we can print and mail the reports to you for handouts, leave behinds, or mail campaigns.*

With Automated Advisor, you’ll have access to each of the 26 + consumer reports in our library, all custom branded for you and your business and all FINRA reviewed!

Lead Capture Reports

*Additional costs: printed lead capture reports are $2.00 each

*Additional costs: $1.19 per newsletter and $0.42 per postcard (For printing and postage)

Staying in touch with prospects and clients is important, and the monthly newsletter is just one way we’ll help you do just that. The monthly newsletter is custom branded for you with fresh content provided each and every month. We do all the heavy lifting for you. We’ll even print and mail them to your list each month.*

Monthly Newsletters

Looking for ways to drive traffic to your site and capture new leads? Our turn-key, custom branded postcards will help you do just that. Each free-report series can be promoted through these professionally designed and written postcards. We’ll even print and mail them for you!*

Lead Generation Postcards

Diane Jones765 South Maple DriveHometown, TU 87654

Diane Jones765 South Maple DriveHometown, TU 87654

Consistency and frequency are important elements of any successful marketing campaign. Automated Advisor will help you keep in touch each week with a custom designed email newsletter, with new content written weekly.

Weekly Email Newsletters

Emails can be sent from the Automated Advisor software system with your custom header, footer, and email signature.

Branded Emails

There’s no denying the power of video today. We are a video obsessed society. To reach consumers with your message, there’s not a more effective way. For that reason, Automated Advisor will help you script, shoot, edit, and publish top quality videos. Let our team of experts coach you through the process at our in-house studio. *

Prospect & Client Videos

*Additional costs: 1 payment of $1,495 is due the day of the video shoot.

To put the final polish on your videos, our graphic design team will create a custom video nameplate for your videos as well as an intro and exit slide, giving your videos a professional feel and leaving a strong first impression!

Custom Video Nameplate

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