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  2. Acquire & Retain Clients
  3. Turnkey Marketing

Turnkey Marketing

Turnkey Marketing

BAR Financial provides customized marketing solutions through dedicated local support and expertise. Our Chief Marketing Officer can assist advisors with brand guidance and development, graphic design services, personal website set up, timely client seminars and events and much more – all free of charge.

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.

MarketingCentral​

MarketingCentral is a comprehensive marketing platform that allows you to deepen client relationships and grow your business. With MarketingCentral, you can easily execute email campaigns, post to social media, host events, send greeting cards, print branded materials, utilize presentations, and build customized marketing communications from a library of pre-approved, ready-to-send-content.

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.

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Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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