Financial Marketing System for
Content is King! The Industry’s Leading Unlimited Content for Social Media, Database Marketing and more
Used by financial advisors, brokers, insurance agents, CPAs, commercial banks and more. Increase your prospect conversion and decrease your fall-out by adding value to outshine the competition.
The Most Valuable Content From The Industry’s Leading Author
- Financial news & economic commentary from a leading author
- Market Reports without complex charts
- Hard-hitting personal finance articles
- Timely responses to industry and market changes
- Use on social media, on your website, in your CRM, for blogs and more.
- Effective call-to-action material for your advertisements
Email us about group discounts. We can provide market content for your entire company, region or branch – for one low monthly fee.
Enterprise Pricing for Branches, Regions or Companies—Contact Us for Quote
1-800-581-5678 or email@example.com
What the Industry is Saying
“Your Financial Report has helped keep my clients informed about current economic events, helped keep me connected throughout the year and saved me time and effort because I don’t have to produce my own material. I often receive feedback from clients responding to the newsletter. I believe your service is very valuable for any advisor looking to maintain and grow their practice.”
“I’ve recently left my employer and launch out on my own. I purchased your program, attend the training and it has paid for itself ten times over. I was using a more expensive program with little results. Thank you for helping me on the road to becoming an expert.”
“Really appreciate your mastery in these newsletters that draw great responsive that is positive from our clients. you help us make a difference Dave. Thank you. ”
Frequently Asked Questions
Addressing Need For FINRA Approval
The materials provided are newsletters with up-to-date information. Because they are not product-based, they are not considered advertising. The newsletters are submitted each week to a national company’s compliance department which has determined over time that submission to FINRA is not necessary. If you have a compliance department, we will help you by submitting to them as well. Note that each newsletter has a “personal” paragraph for each user. If you are subject to FINRA approval, it is advisable to keep that paragraph generic as well. Additionally, there is ample space provided for any necessary disclosures.