Challenge
“As an advisor, providing my clients with education to help them better understand how to grow and protect their wealth is the cornerstone of my practice.
With this in mind, I was looking to create a series of educational communications that would keep clients informed while reinforcing my brand. I’ve tried hosting educational workshops and sending direct mail – often with little return.
It’s difficult to do these initiatives consistently, affordably and find the time to develop and promote it.”
Nick Dell’AquilaIn just a few months, I’ve already converted 3 new accounts (worth nearly $300k) thanks to the content and frequent touchpoints that help spark conversations. AdvisorStream has more than paid for itself.”
Financial Advisor & President
Dell’Aquila Financial, Inc.
Solution
"A colleague told me about AdvisorStream - it sounded like the perfect solution to engage and empower my clients. After just a few months, I’ve already achieved my key goals!
With the incredible support of the AdvisorStream team, I have a fully automated and branded newsletter that keeps my prospects and clients informed and consistently gets positive feedback on the quality of unbiased content.
Each newsletter also includes a carefully crafted introduction created by the AdvisorStream team to incite action and get prospects to reach out."