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A Multi-Channel, Digital/Direct Marketing System designed for Financial Advisors

Hyper-Target Your 

Client Acquisition



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.
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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. 
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"We Do it For You" World-Class Virtual Client Events

Client Events in a Box

Your clients and prospects are used to virtual programs. Meaning, you can now have a world-class speaker at your next client events. Yet how will you find a presenter who will provide your prospects and clients real value? And who is going to do the work of planning, organizing, and implementing your event? Let the Relevate team do the work for you!

Find the Right Prospects. Right Now.

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