Advisor Group Announces Expansion of Marketing Program

PHOENIX, Nov. 13, 2018 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent wealth management firms, comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, today announced an expansion of its Advisor Marketing program during its national ConnectED 2018 conference. The enhanced suite of services, which includes formal advisor Study Groups, 1:1 marketing coaching, MarketingU and MyCMO, makes it easier for firms that are part of the Advisor Group network to market more effectively.

"Advisor Group continually hears that advisors want to focus on marketing but lack the time or resources to make it a priority," said Susan Theder, Chief Marketing Officer of Advisor Group. "Our philosophy is that authentic, personal touch points – not canned content – drives deeper client engagement, which in turn leads to more referrals and greater share of wallet. The powerful combination of our dedicated marketing consultants and the exclusive, original content in our MyCMO marketing automation platform makes it easy for advisors to communicate and market in ways that yield a high return on investment."

The key components of the Advisor Marketing Program include:

• Coaching and 1:1 Consultations: Advisors can schedule 1:1 consultations with a member of the Advisor Marketing team or choose to work with them in an ongoing coaching capacity consisting of regular check-ins and a more in-depth assessment and recommendation process.
• Study Groups: So often, advisors get their best ideas from other advisors. Advisor Group's Marketing Study Groups consist of groups of 15 advisors who meet twice monthly for four months, facilitated by one of the Advisor Marketing team experts. Each call focuses on a marketing tactic and aims to give the advisor tips on everything from website best practices to SEO, social media growth strategies, client event ideas, digital media like podcasts and video, and more.
• MyCMO: The MyCMO platform, powered by FMG Suite, the premier automated content marketing system for financial advisors, is based on the premise that advisors grow primarily through referrals. Referrals are driven by making clients feel special and important. What makes MyCMO unique is the exclusive, customizable Advisor Group content. Designed to be authentic and personal, the content drives deeper client engagement which leads to additional business and referrals.
• MarketingU: MarketingU is a self-serve, online educational tool where advisors can access video tutorials, podcasts, quick tips, and monthly live webinars to hone their marketing skills using the most reliable tactics. Content is designed to be quick, understandable, and actionable - serving as a "how to" resource for advisors in need of guidance on a specific marketing topic.

"One of the main reasons clients leave their advisors is because of poor communications," said Dave Christensen, Chief Product Officer at FMG Suite. "FMG Suite is thrilled to partner with Advisor Group to help advisors market and communicate more effectively across every medium – from web and social to email and print. We both share the philosophy that authentic and consistent communications, coupled with a strong web presence, is key to advisor growth." 

These marketing services are available to all advisors in the Advisor Group network. For media inquiries, or to speak to an Advisor Group spokesperson, please contact: [email protected].

About Advisor Group

Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 6,800 advisors and overseeing more than $250 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. For more information visit http://www.advisorgroup.com.

SOURCE Advisor Group

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