Amplify: Automated Marketing that Works

Empower advisors to expand their reach and generate leads, effortlessly.

Effortless, Elegant Marketing

Handle everything from email to social media on one, user-friendly platform.

Nurture Clients, Generate Leads

Set your advisors up for success with marketing tools that make them look smart and relevant. Digital automation will save them countless hours.


To get noticed, you should be sending a stream of great content. But making original stuff is a big time commitment. Luckily, our in-house Creative Team produces compliance-friendly videos, emails, articles, and even social posts on your behalf. And yeah, we’ve even won some awards—it’s that good.

Custom Emails and Social Posts

Create and send attractive customized emails, and establish a consistent presence on social media with automated social posts and sequences.

Automated Campaigns

Video of the Month Campaign

An informative video on a financial topic that simplifies the complex in a entertaining format and establishes you as a knowledgeable guide.


A market commentary video and report that features an overview of last month’s market performance and a glance at the month ahead.


Establish a consistent, foundational presence on LinkedIn, Facebook, and Twitter with automated, FINRA-reviewed social posts.

birthday & holiday

Let clients and prospects know they’re a priority all year long, with birthday messages and meaningful greetings sent on multiple major holidays.

Pre-retiree primer campaign

Educational videos on retirement topics, including estate planning, Social Security, and more, created specifically for pre-retirees.


Hate asking for referrals? We’ll take care of it for you, with periodic emails to your clients. We’ll also offer (and send) them a free gift in exchange for their referral.


You've got questions, we've got answers. Let's talk.

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