tell your story better

things workwe make decisions, we persuade otherswe understand our place in the worldwe create our identities.

Strategic Networking

Referral Alliances

Client Events

Referrals

Website

Video

Email Campaigns

Digital Advertizing

YouTube

Blogs

LinkedIn, Facebook, Twitter

58% of senior executives would rather watch a video than read text.

100 million watch online video every day.

80% recall watching a video in the past 30 days.

50% more likely to be on the first page of Google search results if website has video.

financial advisor|

Affluent and educated among the highest

adopters of smart phones.

Are you mobile?

Are you mobile?

Targeted messaging results in 2-3 times more engagement.

• Higher win ratio with more personalized messaging

• More strategic growth -  win the clients you want to win

• Focused strategy is easier to modify and repeat

Are you Targeted?

Are You Reaching Your Full Potential?

Here’s How.Introducing:

- An Inventory of Innovative Media Tools

- Custom Branded for You

- Communicates Who You Are and What You Do

-Targeted to Specific Audiences

- Social Media Ready

- Compliance Approved

- Easy to Implement

- Affordable

- Created by an industry leader who knows your business.

AttractRetainIncreaseScaleGrow

First & Last NameTitle

eMoney Advisor, LLC

Direct: (000) 000-0000

Email:

SourcesCummings, Jennifer HoytUndercover operation shows broker advice missteps12 April. 2012 Reuters. Web.http://www.reuters.com/article/2012/04/04/us-adviser-bad-advice-idUSBRE83316M20120404 Ferri, RickFinancial Advisors Encourage Bad Behavior30 March. 2012. Forbes. Web.http://www.forbes.com/sites/rickferri/2012/03/30/financial-advisors-encourage-bad-behavior/  Matthews, ChristopherYour Financial Advisor Might Be A Lemon29 March. 2012. Time, Business and Money. Web.http://business.time.com/2012/03/29/your-financial-adviser-might-be-a-lemon/ Weston, LizCan you trust a financial advisor?15 June. 2012. MSN Money. Web.http://money.msn.com/family-money/can-you-trust-a-financial-adviser-weston.aspx Bernard, Tara SiegelA Fancy Financial Advisor Title Does not Ensure High Standards6 July. 2012. The New York Times, Your Money. Webhttp://www.nytimes.com/2012/07/07/your-money/beware-of-fancy-financial-adviser-titles.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html

“People make a lot of dumb investing mistakes. And they should not expect

financial advisors to fix them.”

 “Financial Advisors Encourage

Bad Behavior”

 “Your Financial Advisor Might

be a Lemon”

 “Can You Trust a Financial Advisor?”

 “A Fancy Financial Advisor Title Does not

Ensure High Standards”

 48% of new clients come from existing

client referrals

 52% of new clients come from other

marketing efforts.

 Depending on the scale of a firm’s efforts

and the size of the market in which they compete, the annual cost for a marketing

program can run between $3,900 - $48,000 per year.

SourcesLess than 1/3 of advisors have a written

marketing plan, and only about ½ of those say they have implemented it.

 Firms utilizing a marketing development plan

outperform their counterparts with annual growth rates that are 10% to 30% higher.

59% of senior executives would rather watch a video than read text.

 Visitors who view videos stay on a website 2

minutes longer. 

 100 million internet users watch online video

every day. 

 80% of internet users recall watching a video

ad on a website they visited in the past 30 days.

Web page with video 50% more likely to appear on the first page of Google

search results. 

 Consumers are more likely to do business

with a company that is active online. 

11 November. 2012.FA Marketing. Web.http://famarketing.net/how-to-assess-if-you-need-marketing-support/ 

Campeau, CliffWhat Should Financial Advisors Spend on Practice Marketing?16 May. 2011. Financial Advisor. Web.http://www.fa-mag.com/news/how-much-should-fas-spend-on-practice-marketing-7209.html Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics  Follett, Andrew18 Big Video Marketing Statistics and What They Mean for Your Business17 July. 2012. Video Brewery. Web.http://www.videobrewery.com/blog/18-video-marketing-statistics Matthews, Livvie3 Benefits of Video Marketing29 January. 2013. Simple Social Media. Web.http://www.simplesocialmedia.tv/2013/01/29/3-benefits-of-video-marketing/   JeanJean, LoicEvolution of Marketing for Financial Advisors18 March. 2010. Advisor Websites Blog. Web.http://advisorwebsites.com/blog/marketing/evolution-of-marketing-for-financial-advisors/ 

Sources2/3 of online adults with an investment

account have social network profiles. 

 3 in 5 financial advisors who used LinkedIn

for client prospecting successfully gained new clients as a result, with nearly 1/3 of

these generating $1 million or more in AUM.  

How consumers use smart phones/tablets: 52% watch videos

84% email88% web browsing

72% use while traveling56% research products63% use while in store

 Highest level of smart phone adoption

include financially well-off and educated. 

 Mobile not necessarily “On the Go”:

51% Home18% Work

22% On the Go 

Mobile email creates 2x as many conversions as social activities or search

 Targeted messages result in 2 to 3 times

more engagement . 

Friedman, Emily and Benedict, NeilFinancial Advisors’ Use of Social Media Moves from Early Adoption to MainstreamMay. 2012. FTI Consulting. Web.http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of-social-media-moves-from-early-adoption-to-mainstream.pdf Friedman, Emily and Benedict, NeilFinancial Advisors’ Use of Social Media Moves from Early Adoption to MainstreamMay. 2012. FTI Consulting. Web.http://www.fticonsulting.com/global2/media/collateral/united-states/financial-advisors-use-of-social-media-moves-from-early-adoption-to-mainstream.pdf Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ 

Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Dowling, TonySmart Phone Usage Statistics6 March. 2013. Completely Free Marketing Advice. Web. http://completelyfreemarketingadvice.com/2013/03/06/smart-phone-usage-statistics/ Joseph, JohnThe Benefits of Targeted Messaging20 Feb. 2013. Digital Spin by Harland Clarke Digital. Web.http://blog.harlandclarkedigital.com/2013/02/20/the-benefits-of-targeted-messaging