Investment Management Marketing

It is increasingly difficult to capture the attention of time-starved advisors. New fiduciary standards and the move toward passive investments and fee based models are adding pressure on traditional distribution strategies. Outbound sales with consultative wholesalers remains critical, but not this capability is adequate to generate the level of awareness and demand for investment products. It is important to segment the audience and align the marketing and sales model around priority segments. Asset management firms myst use account-based programs to establish and expand wirehouse and independent broker dealer platform relationships and efficient and effective PR, inbound marketing, content and value-added programs are needed to attract, engage and deepen relationships with independent RIAs.

We partnered with 360 Branding and Communications to offer a leading practice focused on advisor engagement. We have published articles on the advisor engagement website and we facilitate peer collaboration with a number of asset management firms.

The focus of our consulting and agency services is on advisor engagement programs that integrate the front office of PR, marketing, sales. This integrated front office is supported and enabled by underlying technology and  a closed-loop marketing process. With the right advisor data and insights, asset management firms are able to deliver more effective and tailored advisor experiences to convert more leads and deepen and expand adviosr relationships.

Through our work with independent financial advisors, we develop a first hand understanding of advisor needs and we use this understanding to help our asset management clients craft, integrate and launch advisor-focused marketing programs.

  • Advisor Buyer Engagement
  • Closed Loop Marketing
  • Campaign Design and Automation
  • Marketing and Sales Technology
  • Sales Enablement
  • Social Media Marketing.
Michelle Draper

“John Stone is one our top-rated speakers at Schwab Impact. His presentations on social media and digital marketing are helping advisors accelerate their engagement in this increasingly important strategy.”

Michelle DraperSenior Vice President, Institutional Services MarketingSchwab Advisor Services
Vice President

“The workshop series helped us envision our digital marketing strategies across consumer and intermediary businesses giving us a view into the disruptions of emerging digital and social media.”

Vice PresidentVP, Client Experience & Digital Marketing
EVP of Marketing

Revenue Architects introduced an innovative idea to expand our advisor engagement and help our wholesaler teams open the door with like-minded financial advisors. The inbound marketing program aligns with our brand identity and provides advisors compelling content and tools to engage clients – opening the door for our sales teams to build relationships.

EVP of MarketingGlobal multi-affiliate asset management firm

Visit the Advisor Engagement website to learn more.