Jumpstart Your Marketing!
Securities America provides you with access to a wide variety of personal marketing tools ranging from brochures and postcards to flyers and greeting cards, all at affordable costs! Additional "no-cost" items include articles, letter templates, phone scripts, ads and more. Most materials can be customized with your business information, and some are uniquely created specifically for you! We also provide discounted relationships with a wide variety of outside vendors who provide tools like packaged seminars, electronic newsletters and consumer articles. New materials are added regularly to give you en ever-expanding variety of marketing choices.

Materials for marketing to clients and prospective clients
Our experienced and professional marketing team has created effective materials for you to grow your practice, both through client acquisition and branch expansion. We’ll work with you to customize the materials with your personal information, and facilitate the compliance review process.

Securities America's marketing staff has decades of marketing, advertising and printing experience. This, along with industry licenses and tenure in the financial services industry, helps the marketing team provide you with marketing support and consultation that is particularly focused and effective. Marketing and Compliance work closely to ensure you receive effective materials that fully meet your marketing needs and adhere to industry and broker/dealer regulations. 

• Weekly Market Commentary Newsletter -- Securities America provides our reps with a weekly email attachment (in Microsoft Word format) containing market info and investment-related stories that you can download and distribute to clients with your own branding and personalization. Distribute the newsletter to clients however you’d like -- e-mail attachment, website hyperlink, printed hard copy, etc. Even better, you can choose from different masthead design styles, and there it's FREE!
• JumpStart Marketing Kit -- Available free online, or at a minimal cost in three-ring binder format, the kit is your guide to getting your marketing up and running quickly. It covers "building your marketing foundation" with sound planning; "creating your brand identity" with forethought and pre-packaged materials; "marketing your services" using PR, advertising, direct mail, referrals and niche programs; and "taking care of clients" with welcome kits, surveys, contact processes and appreciation events.
  Partner the kit with the "JumpStart Marketing Coaching Program" through our Practice Management department, and you have a running start towards vaulting your business to new highs! 
• Templates and Processes -- We are continually looking to bring you support materials that make it easier for you to do business. Our Press Kit Templates, Client Welcome Kit Process & Template, Event Planning Guides, Turnkey Referral Process, Turnkey Client Contact Process and Turnkey VIP Process all are free and downloadable directly from the e*Office website.

A sample of our powerful marketing library includes:

• Personal Brochures -- Choose from a large variety of design templates. We’ll help you implement your own unique content, or choose from designs where the story is already written for you -- just add your personalization. These brochures are eye-catching and affordable.
• Free Monthly Client Letters & Ghost-Written Articles -- You have access to a large library of letters and articles at no charge! Just download from the website and customize with your business information. A wide variety of topics are available.
• Newspaper ads -- Download free of charge and have your local newspaper customize them for you., or we can build to suit for a nominal fee.
• Topic Specific Brochures and Flyers -- Customized with your information; choose from a wide variety of topics and themes.
• "Ordered Online" postcards -- Catch the eye of your clients and prospects with these durable, effective postcards. Through your online account, build cards and schedule mailings with just a few mouse clicks. Simply upload your mailing list, select a design, implement your message, and mail! (due to message and style flexibility, your postcard must be approved by Compliance prior to mailing.)
• Greeting cards -- Show your clients that you’re thinking of them. Wish someone a happy birthday, congratulate them on the birth of a child, or just thank them for doing business with you. These thoughtful cards are a great way to get some extra points with prospects, too.
• Build Your Brand packages -- Now you have an affordable way to create a cohesive identity throughout your marketing products. Choose only the products you want, including letterhead and envelopes, business cards, note cards, postcards, advertisements, personal brochure, and website template. Multiple "styles" are available.

And more! -- From letters and phone scripts to postcards and Yellow Page ads, we’ll help you retain your current clients while enticing new ones to use your services.
 

And for our advisors operating within a Financial Institution environment -- In addition to all the products mentioned above, you have access to:
 

• Desk signs -- Customized to feature your name, title and bank name, these signs are a great way to attract customers when they're placed strategically..
• Posters -- Put up large posters for long-term display on an easel or on the wall, and use the small posters for more specific topics all around your branch.
• Statement inserts and consultation cards -- Introduce your services to people who already have loyalties to your branch. These effective pieces are also great to use take-aways on tables where members/customers fill out their paperwork.
• Topic-specific multi-step campaigns -- Touching on a variety of topics, these campaigns include letters, brochures, postcards, posters, ads and stuffers. Suggested implementation documents are also included, and pieces can be utilized on an a la carte basis so you can use what works best for you and your branch.

Materials for recruiting new advisors to your branch
Recruiting qualified advisors is a tough job. These materials will help you!

• Branch Manager customizable postcards -- Advisors are busy and don’t always have time to open unknown mail. A postcard is the perfect way to get your prospecting message read and noticed quicky, yet effectively.
• Branch Manager ads -- Use our ads in conjunction with your mailing campaign for a more effective effort. Advisors are sure to remember your name with these ads!
• Branch Manager brochure templates -- Choose from multiple style templates to create your own recruiting brochure. You fill in the blanks to make these brochures your own, and we'll work with you to get them printed.
• Letters and kits -- A letter can help you really connect with your recruiting prospects. All you have to do with these is insert your name and personal information. The recruiting kit will effectively show all the advantages you offer.

 Click below for more in-depth information on:
 ►   Practice Management
 ►   Buying or Selling a Book of Business
 ►   Branch Expansion Support