advisordeck welcome webinar
TRANSCRIPT
04/13/2023 1
04/13/2023 2
Vision
Every financial professional is an effective online marketer.
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We Merge
Marketing tech
Engaging content
Compliance
Expert guidance
Ease of use
Who We AreSan Francisco, California
Leadership & backing
DerrickCTO
ChristineMarketing Specialist
CameronCo-Founder
Wade Dokken• Co-Founder,
WealthVest Marketing
• Fmr. CEO American Skandia
Lincoln Collins• Co-Founder,
WealthVest Marketing
• Fmr. CEO The Hartford Europe
• Fmr. COO American Skandia
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PLATFORMRIAs, Agents, Registered Reps
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Key Platform Features•Marketing dashboard• Turnkey website and blogging• Social media management• Campaign builder•User tracking• Voice call tracking (roadmap)• PURL tracking (roadmap)• Email tracking (roadmap)
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Your Agenda (Coming Soon)
04/13/2023 9
Message Management
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Content Library
Content
Technology
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ENTERPRISEBroker-Dealers, IMOs, Publishers, Marketing Groups
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Solutions• Account Management• For: Carriers, Broker-Dealers, marketing groups• Provision and maintain accounts in the Enterprise
• Marketing• For: Publishers, marketing groups, consultants• Build marketing programs of content and services
delivering automated marketing support
• Compliance (roadmap)• For: Broker-Dealers, compliance officers• Pre- and Post-Review published content
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Enterprise Content Marketing
Receive
Route
Approve
Build Enterprise
Account
Channel Channel
Account
Channel Channel
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Account Management
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DEMO
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Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? [email protected]
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QUESTIONS