“My challenge was finding an effective communication solution for clients that would enhance my brand. At the same time, I needed quality content that was compliant. My past newsletters were time-consuming to coordinate and very plain and simplistic. Because of the limited content provided to all advisors at the firm, it did little to differentiate my brand. As a result, I stopped sending newsletters for several years because there was no way to brand and personalize them with the services I offer. As a more seasoned Advisor, I needed a customized, compliant newsletter solution that was automated to save me time yet provide engaging content for clients and prospects.”

AdvisorStream automate marketing and nurtures prospects

“AdvisorStream provides a wide variety of engaging topics including personal finance and other news and information. Not only is the content extremely relevant to what I do, one integrated platform automates my communications and helps promote my brand across social media and email communications with ease saving me hours of work. The curated weekly newsletter has helped grow my brand and reinforced my value. This has resulted in improved communication and 5 new prospects within 6-7 months from my social media posts.

AdvisorStream also works closely with our Broker Dealer’s compliance department and its integration with the platform allows me to share content with the ease of knowing I’m following compliance and ad review guidelines. The integration eliminates unnecessary communication between compliance and myself.”