Marketing Consultants
AdvisorTek.com offers an extensive directory of Marketing Consultants to help you build your brand, improve client retention, create awareness, and turn more prospects into clients. Discover our network for financial advisors today.
Advisor Marketing
4718 E. Cactus Road, Suite 237
Phoenix, Arizona 85032
Phone: (480) 991-6420
Email: info@advisormarketing.com
Website: www.advisormarketing.com
Are you looking for a solution to your marketing problems? If you dread prospecting and would rather spend an hour at the dentist than do marketing, we can help. We help financial professionals like you in a couple of ways. We can help the do it yourselfer with information that they can use to take their business to the next level. All of our information has been developed just for you! I’ve used my years of working with advisors to put together materials that will help you take marketing from an annoying headache to the opportunity that it really is.
AlphaTrade
930 West 1st Street, Suite 116C
North Vancouver, B.C.
Canada, V7P 3N4
Phone: (800) 681-7503
Website: www.alphatrade.com
Alpha Trade is a digital media and marketing company specializing in creating networking opportunities to build your brand, sell more products, increase your web traffic and gain more attention for your company. AlphaTrade designs marketing programs that are at the forefront of new and innovative trends. Our clients are assured that each program is specifically designed to maximize results in the most exciting and engaging manner.
The Covenant Group
335 Bay Street, Suite 701
Toronto, Ontario M5H 2R3 Canada
Phone: (877) 903-3878
Email: info@covenantgroup.com
Website: www.covenantgroup.com
Welcome to The Covenant Group, creator of The 8 Best Practices of High-Performing Advisors™. The Covenant Group is an international thought leader in the financial services industry. We educate and coach entrepreneurs, providing them with the necessary business tools to enhance their performance. We specialize in helping organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors and agents. We work with individuals and institutions to build a foundation for success.
Jack Cramer & Associates
2122 Rowley Avenue
Madison, Wisconsin 53726
Phone: (608) 232-0550
Email: jack@jackcramer.com
Website: www.jackcramer.com
Jack M. Cramer has been consulting with banks, broker-dealers, insurance companies and mutual fund companies since 1997. His primary focus has been developing training, marketing and coaching programs that increase sales by maximizing the efforts of front-line Brokers, their Sales Managers and the Executive Management Team. Mr. Cramer also helps bank investment programs and independent broker-dealers unlock the ROI from their investment in financial planning technologies.
Duarte
161 E. Evelyn Avenue
Mountain View, CA 94041
Tel: 650.964.6745
Email:info@duarte.com
Website: www.duarte.com
Duarte is the preeminent presentation company in the world. Duarte Academy delivers year-round public workshops and corporate onsite VisualStory training to organizations who understand the power of clear, compelling communication to align employees and catapult the organization ahead of the competition. We created a set of tools for the lone agents in organizations trying to compel their bosses, peers or direct-reports to change the way communications are done.
Our clients include innovative Fortune 1000 companies in diverse industries, such as Adobe, American Express, Apple, Chevron, Cisco, Citrix, Disney, Dolby, ebay, Electronic Arts, EMC, E*Trade, Facebook, Food Network, Ford, GE, Genentech, GlaxoSmithKline, Google, Hewlett-Packard, Intel, Johnson & Johnson, Kaiser Permanente, Logitech, Nestle, Nokia, Palm, Scripps Network, Symantec, Twitter and Wells Fargo. In fact, Duarte maintains relationships with more than half of the world’s thirty most valuable brands.
HNW
936 Broadway, 5th Floor
New York, NY 10010
Phone: (212) 258-9200
Email: sales@hnw.com
Website: www.hnw.com
HNW is the premier solutions company focused exclusively on the high-net-worth market. Our mission is to provide leading companies with the marketing services and software they need to acquire and retain affluent individuals and families, and to empower the advisors who work with this valuable client segment.
HubSpot
HubSpot
25 First Street, 2nd Floor
Cambridge, MA 02141
Phone: 1-888-HubSpot
Email: info@hubspot.com
Website: www.hubspot.com
It’s time to reshape the way we think about marketing. Stop pushing. Start attracting. Stop interrupting. Start engaging. HubSpot’s Inbound Marketing Software gives you all the tools you need to make marketing that people will actually love – earning quality leads and loyal customers in return.
- Get Found: Help prospects find you online
- Convert: Nurture your leads and drive conversions
- Analyze: Measure and improve your marketing
- And more: Access the marketplace for apps and integrations
Insurance Pro Shop
3658 Jeannette Drive
Jensen Beach, Florida 34957
Phone: (877) 297-4608
Email: info@insuranceproshop.com
Website: www.insuranceproshop.com
Insurance Marketing, Prospecting and Sales Made Easy for Insurance and Financial Services Professionals. These Powerful, State-of-the-Art Annuity and Insurance Marketing Systems Can Literally Double Or Triple The Number Of New Clients You Bring Into Your Business… Within Just A Few Weeks!
IRA Help
Email: edslott@irahelp.com
Website: www.irahelp.com
The publisher & editor of Ed Slott’s IRA Advisor, a newsletter focusing on tax & estate planning for your retirement savings; a highly sought after Keynote Speaker, making national presentations to financial planners, insurance professionals, brokers, banks, mutual fund companies, business groups and consumers; and the author of “The Retirement Savings Time Bomb…and How to Defuse It”
Leadfusion
12707 High Bluff Drive, Suite 325
San Diego, CA 92130858.259.2100
Phone: (858) 259-2100
Email: learnmore@leadfusion.com
Website: www.leadfusion.com
Leadfusion provides on-demand eMarketing solutions to the financial services industry, serving customers in the banking, credit union, consumer finance, insurance, investment and financial media market segments. Over 250 customers use Leadfusion products to improve the online experience for their website visitors and to deliver highly relevant content and messaging solutions to those in market for a financial product or service.
Leadfusion products support customer acquisition and cross-selling programs by capturing, cultivating and converting in-market consumers over the course of their buying cycle. Our products also assist financial marketers with new account onboarding, service activation and retention programs by delivering timely and highly relevant messages to consumers throughout their lifecycle, maximizing lifetime value.
LederMark Communications
401 Washington Avenue, Suite 600
Baltimore, MD 21204
Phone: (443) 279-7901
Email: leder@ledermark.com
Website: www.ledermark.com
Professional services marketing requires both specialized knowledge of your industry and marketing expertise. LederMark Communications is a financial services marketing firm that combines industry experience with innovative approaches to help independent financial advisors build a name for themselves and their firms. We can help your firm define its uniqueness, craft a marketing strategy, build a strong brand, launch an investment site and create a social media strategy and attract new clients. Our Exceptional Advisor© program is designed to provide independent firms with turnkey and cost effective communications.
Meridian Interactive
4409 Poinsettia Street
Fort Myers, FL 33905
Website: www.meridianinteractive.com
Meridian Interactive delivers superior design and marketing services to local, national and global clients. A preferred Forex & Financial Design Agency, Meridian provides original, specially tailored design for sites that embody brand integrity and inherent value in premier financial services.
Palladium Media Consulting
4621 South Cooper, Suite 131-280
Arlington, Texas 76017
Phone: (877) 465.9800
Email: derrick@palladiummc.com
Website: www.megamarketing.com
We believe the best way for financial professionals to move “up-market” and effectively reach their “ideal clients” is through the media. We specialize in creating maximum media exposure for select financial professionals throughout the country. Using a proven custom-tailored approach, we can help you and your advisors gain the publicity you need to establish credibility, high visibility and higher profitability for yourself and your company. We cater to an exclusive group of financial firms and independent advisors who understand the value of media exposure to reach their “ideal clients”, providing media relations expertise for investment advisors, insurance agents, financial planners, etc.
Paul Karasik
Phone: (310) 545-4994
Email: paul@paulkarasik.com
Website: www.paulkarasik.com
Paul Karasik delivers proven sales, marketing, and management solutions. He will provide you with presentations, training, products, and success systems that will enable you to achieve your goals faster and easier. Paul Karasik is the financial industry’s number one resource for maximizing sales.
PT Marketing Group
Centre City Tower, 650 Smithfield Street
Pittsburgh, PA 15222
Phone: (800) 999-8995
Email: info@ptmarketing.com
Website: www.ptmarketing.com
PT Marketing Group is a telephone marketing and direct marketing agency that specializes in lead generation for the insurance and financial services industry. For 12 years, we have provided top producers with appointments with business owners. Our specialty is qualifying business prospects and scheduling confirmed appointments. We save you time from prospecting so that you can focus on closing sales and servicing clients. We have the people, experience, resources, and systems to provide qualified appointments for different concepts, including nonqualified deferred compensation plans and other tax-advantaged savings strategies and employee benefits.
Referral Coach International
2915 Fenimore Road
Silver Spring, MD 20902
Phone: (301) 949-6789
Email: info@referralcoach.com
Website: www.referralcoach.com
Referral Coach International teaches a client-centered system that makes clients and centers of influence willing participants in the referral process. Addressing the psychological aspects of referrals, as well as proven strategies, this is a comprehensive approach that thousands of sales professionals are currently using to attract high-quality clients ready to do business. If you or your salespeople don’t have a proven referral system, you are clearly leaving money on the table.
Richard Weylman
P.O. Box 436
Boca Grande, FL 33921
Phone: (800) 535-IDEA (4332)
Email: office@richardweylman.com
Website: www.richardweylman.com
To successfully create business opportunities with the affluent and wealthy requires focusing on the people and not just their wealth. However, it is often easier said than done. Based upon his lifetime of experience marketing, selling, and communicating with the affluent and wealthy, Richard Weylman has designed this website to share with you the tools, resources, and services you need to successfully grow your business in this unique marketplace. Whether you’re targeting successful business owners, professionals, executives, or other wealthy individuals, you’ll discover and learn many strategies and tactics that you can put to use immediately.
Seminar Direct
315 E. Watkins St.
Phoenix, AZ 85004
Phone: (888) 629-1919
Email: dougd@seminardirect.com
Website: www.seminardirect.com
Seminar Direct provides promotional and marketing support to financial advisors and insurance professionals growing their business with financial seminars. Products include seminar invitations, financial postcards and drip marketing systems.
Scott Steinberg
Phone: (888) 507-2246
Email: info@techsavvyglobal.com
Website: www.asmallbusinessexpert.com
One of today’s best known technology and business consultants, as featured in hundreds of top outlets from the Associated Press to USA Today and The Wall St. Journal, dozens of industry leaders have tapped Scott Steinberg for strategic insight. The head of consulting firm TechSavvy Global, from Microsoft and Sony to Clear Channel and MTV, he’s helped many of the world’s largest companies and brands to create and launch bar-raising products and services. Areas of Expertise include:
- Business Development & Strategy Consulting
- Research and Consumer Insights, Hardware
- Software & Service Testing and Review
- Expert Witness Consultant for Testifying
- Marketing, PR & Product Counselling
- Social Media, TV, Print, Online, Media Training
- Custom Publishing and Creative Services
- Editorial & Video Production
TactiBrand
1291 Duncan Avenue
Oshawa, ON L1K 2Y2
Phone: (888) 677-8946
Email: kirk@freedomarketing.com
Website: www.tactibrand.com
TactiBrand specializes in helping successful independent advisors and broker/dealers to:
- Achieve clarity and focus in how they want to build their business
- Obtain exceptional ROI on their branding and marketing
- Work less and receive more by duplicating their best and most profitable clients
TactiBrand (formerly Freedomarketing) is a branding boutique. Our focus is delivering high quality, intimate branding and marketing that is different every time. Clients that work with us share our passion when it comes to building clarity, creating credibility and loyalty through branding and, working smarter not harder.
Truebridge
105 Beach Street, Suite 3
Boston, MA 02111
Phone: 617-956-5020
Website: www.truebridge.com
Our mission is to build top quality products that can help both big and small financial institutions realize their revenue potential and to offer these products at an affordable price. Our company uses the latest technology to help companies integrate all of their marketing communications and customer contact points into a system that creates multiple selling opportunities for a broad set of products across the entire organization.
We help our clients solve some of their most pressing problems
- Attracting new customers at a low cost, allowing companies to profitably serve a broad base of customers
- Increasing company profitability by cost effectively cross-selling more products to more customers
- Helping companies retain customers in the face of an increasingly competitive environment
Wealthvisor
318 1st Avenue South, Suite 200
Seattle, WA 98104
Phone: (206) 682-1195
Email: jasonb@wealthvisor.com
Website: www.wealthvisor.com
Its free and easy to showcase your expertise and find new clients. Create your profile on www.wealthvisor.com. Wealth Visor provides a comprehensive directory of wealth managers, with information and client reviews to help consumers choose the right one for their needs. Research has shown that independent resources such as Wealth Visor, which allow consumers to conduct research and obtain user ratings, have a significant impact on purchase decisions. According to comScore and the Kelsey Group, nearly 25% of Internet users reported reading online reviews prior to paying for an offline service, and 80% of them suggested the reviews had a significant influence on their purchasing habits. Wealth Visor allows wealth managers to create a free profile and our online marketing experts will ensure the best professionals obtain maximum exposure in search engines and on the Internet.
Wired Advisor
5646 Milton St, Suite 100
Dallas, TX 75206
Phone: 800-258-0839
Email: success@wiredadvisor.com
Website: wiredadvisor.com
WIRED ADVISOR™ is an innovative platform providing a unique blend of social media marketing tools, resources, training, support, community, and online visibility for financial professionals in a wired world. Integrated inbound marketing solutions for powering your online presence to attract and cultivate prospects, foster client retention, generate word of mouth referrals, scale your business marketing efforts, and grow your practice in the age of social media.
