advisordeck version 3.0 preview

A whole new look for Summer.

Cameron Nordholm

Co-Founder/Principal

May 23, 2012

Who we are

DerrickDevelopment Manager

ChristineMarketing Associate

CameronCo-Founder/Principal

January 2012Version 2.0

“Balsa”

ExecutiveModern Traditional

Version 3.0 Checklist:Themes: More.Design: Better. Speed: Meet Google’s new standard.Social: More engaging. Conversion: Improve lead generation.Mobile: Must work great on any device.Competition: Blow past them.

MAHOGANYVersion 3.0 of AdvisorDeck

THEMES

Modern

Elegant Traditional

TECHNOLOGY

MOBILE

COMPETITION

AVAILABILITYEnd of May / Early June

Instant upgrade for new and current customers

New or old themes can be used

Roadmap• 100% mobile, iPad optimization (May)• Social media automatic publishing (May)• Email to blog post (May)• Social media and web/blog archiving (May)• Multiple users (June)• Email and drip email marketing (June)• FINRA content library (June)• Lead generating calculators (July)• Custom PDF report generating calculators (July)• Broker-dealer integration (Q3)

Q & A