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Practice Enhancements

Marketing Support 2017-11-13T21:06:10+00:00

Need a website?

No problem. Through our partnership with FMG, you can easily turn a stale website into a modern marketing hub. We can help you create a trustworthy online presence that will engage clients and drive new business.  These websites are:

  • Easy to update and maintain
  • Mobile responsive.
  • Loaded with eye catching video, informative presentations and educational content.
  • Built with SEO and integrated with Google analytics.
  • Integrated with RedTail CRM Tailwag.

Wish you could run automated and targeted marketing campaigns?

By utilizing the automated “Smart” campaigns tool you can save time and target potential clients through email and social media. “Smart” campaigns allow you to:

  • Easily segment your lists and target messages to the right contacts at the right time.
  • Seamlessly send out educational videos to encourage client engagement.
  • Build stronger relationships with birthday and holiday campaigns.
  • Enjoy the added convenience of being directly synced with Redtail.
  • Get compliance approval with a built in approval process.
  • See your results using an advanced reporting functionality.

Advisors know that they need to market themselves, but they also need to run their business, meet with clients, review investment portfolios, manage back office operations and look for new clients. Our mission is to provide you with the resources and tools  you need to make marketing easier, more effective and less time consuming.

Want to make it easier for clients to stay in touch?

Create a custom branded mobile app to stay in front of clients and reach the next generation. This app is designed to build brand loyalty and awareness on every mobile device.

Want to connect and close more business?

Social media marketing is made easier and faster with the Social Media Scheduler. Regularly scheduled, approved and compelling posts for Facebook, Twitter and LinkedIn are provided and automatically delivered. Post links to helpful content such as calculators, articles and videos with ease.

Wish you had a library of compliance ready articles and whitepapers to share with clients and prospects?

We are constantly adding to our content library where you can choose and customize content with your firm’s branding. This library includes engaging content designed to build your credibility, encourage clients and prospects to engage and position you as their financial expert.