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Marketing

We provide marketing services to the largest financial advisor community in the industry. We white-label e-blasts, video-blasts and targeted newsletters for our clients. Distribute your firm’s video, research, thought leadership, new product launches, product updates, and other content to our audience of over 350,000+ opt-in financial advisors.

Email Design

We create custom email campaigns designed to fit your brand and messaging.

Targeting

We identify ideal advisor segments, and execute white-labeled e-blasts for you.

Advisor Leads

We drive advisor leads and connect them with your content, research and sales teams.

Campaign Audience & Statistics

350,000+

Average Reach

7-10%

Average Open Rate

6-10%

CTR

Video

We produce and distribute short video interviews with top industry leaders. Contact us about our next press event.

Sample Interviews:

Luciano Siracusano, Chief Investment Strategist, WisdomTree

Hollie Fagan, Head of RIA & Retail Investor Platforms, BlackRock

Jon Beatty, SVP, Sales & Relationship Management, Schwab

Marie Dzanis, Senior Vice President, Northern Trust

Tom Dorsey, Founder, Dorsey, Wright and Associates

Kevin O’Leary, Chairman, O’Shares ETF Investments

Stephen Cucchiaro, President and CIO, 3EDGE Asset Management

David Mazza, Head of Beta Solutions, OppenheimerFunds

RIA Channel

RIA Channel, our sister site, offers advertising opportunities via a weekly newsletter as well as content marketing opportunities with micro sites featuring your blogs, white papers, and market outlooks. For more information and a media kit, contact us.