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One of the critical elements to any business’ prosperity is marketing. That’s why Securities America makes it a high priority to provide you with the tools and support needed to effectively market your practice.

Our JumpStart Marketing Kit is available free online (or as a low-cost printed binder) and is an extensive compendium that outlines how to market your business. From building your marketing foundation to creating your brand identity, marketing your services to taking care of clients, it’s full of all the information you need AND the tools to implement that knowledge! You might also consider partnering with our Practice Management specialists and utilizing our JumpStart Marketing Coaching Program!

Pre-Approved and Custom Marketing Materials – Our experienced marketing team has created a bank of materials that are pre-approved, can be personalized to your business, and in some cases completely customized to your specifications. Most of our marketing staff are industry licensed and have decades of marketing, advertising and printing experience. They will work closely with you and our compliance team to ensure you receive effective marketing materials that fully meet your needs and adhere to industry regulations.

Some of our low-cost and no-cost marketing products include:

PR Mastermind – This program provides a package of public relations-related services in a group setting at a lower cost than could be achieved individually. Participants receive access to an experienced team of marketing and public relations professionals, as well as strategic discussions among group members.

Other materials – a variety of other marketing materials are at your disposal, including products branded for representatives working in a banking environment; a library of tools you can use in your efforts to recruit new advisors to your firm; client-facing products relating to our fee-based programs, income distribution programs, client acquisition programs and more.

 

CLICK HERE for more in-depth information on all of our Marketing programs and services!

 

Janine Wertheim, SAA President and Chief Marketing Officer

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