Revenue Architects has built an expert team including Kristen Luke of Wealth Management Marketing, Tyson Goodridge of Dialogue and Bill Winterberg of FPPad to offer marketing and advisory services that help financial advisors accelerate marketing impact.  We speak at a range of industry conferences - including Charles Schwab Impact2009 and 2010, Fidelity Investments, HighMark Funds, MFS and NAPFA conferences, and are often asked for support to build a more effective online strategy and enhance overall marketing impact. The Financial Advisor Digital Marketing Briefing is a 1-hour webcast session offering the advisor practical ideas for marketing.

Context

Financial advisors build enduring relationships by helping clients achieve financial goals with prudent strategies. They build networks of professionals, including attorneys and CPAs, to expand a referral network.  Personal service, sound planning and investment results are proven methods to increase assets under management. However, with the explosive adoption of new web content and digital media, there is an entirely new model for relationship management and to drive revenue through AUM.

Google has gained insight into our human intent from the billions of searches people make every day. We use search as the access point for questions about products, services and the people with whom we do business. Investors use search to evaluate potential financial advisors. Today, extending your networks with a well-branded and more dynamic website, good content and the right social media presence allows you to more fully engage both current and prospective clients across generations.

Web presence extends your reach.  Content establishes credibility. Websites nurture relationships.

This session is a 1 hour briefing and discussion to review and discuss the opportunities and strategies financial adivsors need to establish a more effective online presence, use social media and build an effective website for marketing. Detailed webinar information will be provided to registered attendees prior to the event.

Workshop Seminar Series

This session is a 1 hour deep dive to review and discuss the opportunities and strategies financial adivsors need to establish a more effective online presence.  Key areas of focus include:

1) Developing an overall revenue architecture

2) Understanding the regulatory environment

3) Getting established with web presence and social media

4) Building a content plan

Our team is prepared to provide the services our clients need to establish an effective overall marketing program and build the right online presence. Experts include:

John Stone –  John is the Founder and President of Revenue Architects and a digital marketing thought leader. John is a featured speaker on social media and marketing for financial advisors at the Charles Schwab Impact2009 and Impact2010. He also speaks on behalf of Investment Management and Distribution firms including HighMark Funds and MFS.

Kristen Luke – Kristen Luke is the Principal of Wealth Management Marketing, a firm dedicated to providing marketing strategies and support for financial advisors. Based in San Diego, California, Kristen works with independent financial planners and investment advisors to develop effective marketing plans and provides the back office support required to implement the strategies.

Tyson Goodridge - Tyson is founder and principal of Dialogue. He has spent 15 years in consumer marketing, public relations, and nonprofit fundraising. He has placed clients on CNN, the Today Show, and the New York Times, and along the way, raised money for ALS Research. He’s worked with Tom Watson and the PGA TOUR, The Islands of the Bahamas and Pebble Beach Resorts. His online experience includes the consumer launch of iVillage.com, about.com and most recently managing the online community at spire.com.

Lee Genung - Lee is a core team member of Revenue Architects. Lee supports clients in a range of marketing-to-sales strategies and brings a particular focus on social media strategy execution.

 Bill Winterberg, CFP® - Bill is a technology and operations consultant to independent financial advisors. His comments on technology in financial services have been featured in a variety of industry publications, and his Twitter feed was named one of Top 10 Twitter Feeds for Career-Minded Advisors in 2009 by FINS, the finance career resource of the Wall Street Journal Digital Network. Bill is also the Technology Editor for advisors4advisors.com and blogs at his own website, FPPad.com.

Please click on the PDF Brochure above to learn more and register here: