Ready, Set, Market!

As an IFA, you want to market your products and services to clients; however, marketing may not be a top priority for your firm.  In addition, you must run all marketing plans through your company's compliance department.  Ideally, the two departments will work together to offer advisors marketing materials in order to solicit new clients and increase business with existing clients. 

In the independent market, the cost is usually incurred by the advisors but since the firm also benefits from this marketing/branding, this cost should be shared between the advisors and their firm.  This would create an ideal cost structure.

At SupportingAdvisors.com, we understand compliance and work with marketing to help independent financial advisors market like the “Big Boys”.  While we cannot be the liaison between your marketing and compliance department, we can offer you the following:

Here is a testimonial:

“Having worked at TD, CIBC  and RBC, I can honestly say that  the marketing support provided by SupportingAdvisors.com is comparable and has helped me to market myself like the larger institutions.” - Edward Young

If marketing is a weakness for your firm, just remember that SupportingAdvisors.com is your path to success.  We offer marketing services that are “Bank like support for Independents!”