Your goals will determine your marketing strategy; our role is to help you execute it. We offer a large selection of marketing solutions, cutting edge marketing resources, communications and support. Our marketing staff is available to you in-person, over the phone, via web conferences and online. Our mission is to help you create thoughtful marketing plans leveraging our vast expertise, collaboration with other successful advisors and industry best practices. Whether you’re looking to refresh your brand, update your website, incorporate social media into your activities or identify “surprise and delight” opportunities, think of us as your source for marketing strategy.
Connect2Clients®
The Connect2Clients® (C2C) platform enables you to develop and manage ongoing campaigns for current and prospective clients on a personalized basis. C2C targets all available digital channels, including email, websites, mobile apps, and social media. The platform provides a wide array of compliance-approved and regularly updated content across a broad range of categories, from market commentary articles to email birthday cards. You can choose the types of content you want clients to receive, delivery methods, number of recipients, frequency of contact, campaign duration and other parameters—all from the integrated C2C advisor portal.
Private Labeling
Work hand in hand with our Chief Marketing Officer to reinforce your business’s brand by private labeling virtually every aspect of your client and prospect communications, including campaigns, statements, websites and publications.
Brianna Brackett - Chief Marketing Officer
