A Multi-Channel, Digital/Direct Marketing System designed for Financial Advisors
Choose your desired prospects based on your best client profile.
YES... it really is that easy!
We Do the Work. You Grow Your Practice.
A Program Developed Specifically for Financial Advisors
Advisor Marketing that Works
Relevate is designed for the specific direct and digital marketing needs of financial advisors. From list-building capabilities to creative templates, you’ll find it easy to promote your practice and your expertise to your desired best-client profile.
We Do the Work and You're Always in Control
Personal Marketing Manager
If you’re like most advisors (okay…probably all) you did not get into the financial advisory business to design and implement marketing campaigns. And, unless you’re an exceptionally large firm, you don’t have the resources to hire an in-house direct mail expert or an agency.
Personalized Messaging and Creative Designed to Engage
The Power of Direct + Digital
Choose and modify an existing tested-for-financial-advisors template or work with your Relevate Marketing Manager to create one from scratch. Direct mail builds your brand while corresponding digital generates and immediate call-to-action to your custom landing page.
Find and Nurture Prospects
LeadFinder & LeadTracker
LeadFinder allows you to input your existing best-client profile and the system automatically generates a lead list that fits your desired criteria. LeadTracker tells you which ad is performing the best, and which prospects are interested in your message.
"We Do it For You" World-Class Virtual Client Events