Marketing Automation

Save time with powerful marketing automations

Set it and forget with our pre-built campaigns that automatically trigger beautifully-designed emails, social posts, newsletters, birthday greetings and more.

Market Insights

Keep your network up-to-date on the markets with this video featuring an overview of the previous month’s market performance and a glance at the month ahead. Available to send via email and social media.

*Market Insights can be added to Essential Marketing for $49/month.

Social Foundations

A big part of social media success is simply posting consistently. With our automated social posting, we’ll keep your feed full and profile active week after week. All posts are FINRA-reviewed in advance, so you don’t have to worry about compliance. Your social feed will never go quiet, no matter how busy you get.

*Social Foundations can be added to Essential Marketing for $49/month.

Newsletters

Build a reputation as a financial expert with informative and entertaining Video of the Month, and Retirement Insights e-newsletters delivered automatically on your behalf that simplifies complex topics – from retirement to estate planning – and keeps you top of mind.

*Video of the Month and Retirement Insights newsletters can be added to Essential Marketing for $49/month.

Celebrations

Automatically trigger fun eCards – to clients on their Birthday or special holidays. These set-and-forget campaigns are some of our most popular and can be set up for all your clients in minutes.

*Happy Birthday (email/cards) and Holiday campaigns can be added to Essential Marketing for $49/month.

Celebrations

Holiday Greetings

Never miss a holiday again with our automated holiday sequence that triggers professionally-designed emails to your contacts on all major holidays.

With the automated campaigns, if we’re out of the office, our marketing does not stop. It’s easy to spend five minutes and push out timely content to our clients.

Marketing campaigns that do the work for you

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Save time with powerful marketing automations

Market Insights

Social Foundations

Newsletters

Celebrations

Holiday Greetings

Marketing campaigns that do the work for you

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