intro to advisordeck

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Introduction to AdvisorDeck's centralized online marketing platform, including online marketing solutions that it provides as well as current features and future features in development.

TRANSCRIPT

Page 1: Intro to AdvisorDeck
Page 2: Intro to AdvisorDeck

Who we are

San Francisco, California

Davao City, Philippines

DerrickDevelopment Manager

ChristineMarketing Associate

RielJr. Developer

JosephDeveloper

CameronProduct Manager

Page 3: Intro to AdvisorDeck

Backing

Industry Leadership

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

Page 4: Intro to AdvisorDeck

We’re your online marketing hub

Create an optimized website hub

Integrate and leverage social media

Engage in active search engine optimization

Create useful, engaging content

Offer blog posts

Publish once to everywhere

Automate compliance and updates

Page 5: Intro to AdvisorDeck

Inbound marketing essentials

Content

Social Media

Compliance

SEO +

SEM

Page 6: Intro to AdvisorDeck

Content: Something worth a visit

Content

Social Media

Compliance

SEO +

SEM

• Content as a service• Effortless blogging

Companies that blog get 55% more website visitors

Page 7: Intro to AdvisorDeck

Social media: 200,000,000 can’t be wrong

Content

Social Media

Compliance

SEO +

SEM

• Turnkey integration• Automatic engagement

Page 8: Intro to AdvisorDeck

Search: The entry point

Content

Social Media

Compliance

SEO +

SEM

• Every search covered• Managed campaigns• Single industry focus• PPC available today

Page 9: Intro to AdvisorDeck

Confidence to act

Content

Social Media

Compliance

SEO +

SEM

• Complete oversight• Social media coverage• Same archiving as the SEC itself

Page 10: Intro to AdvisorDeck

WALKTHROUGH

Page 11: Intro to AdvisorDeck

Roadmap• Social media and web/blog archiving • FINRA content library• Custom PDF report generating calculators• Broker-dealer integration• Social media metrics• … and much more

Page 12: Intro to AdvisorDeck

Q&A

Page 13: Intro to AdvisorDeck

SUBSCRIBINGContact WealthVest at wealthvest.com or 1-877-595-9325