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Advisor Marketing Solutions Advisor Marketing Solutions are individually generated marketing and communications toolkits designed to help financial professionals communicate more effectively with their clients and prospects. Each solution focuses on a specific financial theme, such as retirement income planning or saving for college. Each solution includes:

Advisor Profiler — This simple interactive screener assesses client and prospecting communications needs. A customized marketing solution is generated based on the inputs.   Marketing Solution — Each solution includes seminars, charts, prospecting letters, and sales aids. The content in each package is selected to help advisors communicate with their clients, build relationships, and increase credibility around a particular client segment.   Marketing Calendar — Each solution includes a calendar that guides advisors on when and how to use each content element.   Market Alerts — Each monthly Alert is a two-page commentary that focuses on current financial events for advisors to share with clients.

Advisor Marketing Solutions also includes a compliance tool that allows firms to add their own compliance numbers and custom disclosures. Now it’s even easier to provide your advisors with compliance-approved solutions to help generate and retain business.

To learn more and schedule a demonstration, contact us at 800.326.7697 or e-mail us at infofc@standardandpoors.com.

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