Advisor Marketing Systems is the #1 financial advisor marketing resource for fee-only or fee-based financial advisors, independent advisors, financial planners, and registered investment advisors on the internet. We acheive this by providing cutting edge, unique, and proprietary financial advisor marketing solutions, strategies, tools, materials, and ideas for building a thriving financial practice or registered investment advisory (RIA) firm within 12-24 months...
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"Dominate Your Local Market & Gather $21-$42 Million In Assets Under Management Within the Next 12-24 Months...EVEN In the Ugliest Market Since the Great Depression"
Dear Financial Advisor,
Whether you would like to add an additional $50,000 or $500,000 a year in income. It can be done with the right marketing processes and guidelines.
Here's a little bit about who we are and what we can do for You:
We provide financial advisor marketing systems specifically for fee-only or fee-based registered investment advisors and independant financial Planners who seek to:
Grow a thriving financial practice or registered investment advisory firm within 12-24 months, using unique and proprietary seminar and direct-mail marketing materials, strategies, tools, and processes.
The purpose behind Advisor Marketing Systems is to assist financial planners and investment advisers in growing their Financial Practices and RIA Firms through the proven and sound financial advisor marketing plans found in our advisor marketing packages.
By teaching investment advisers and financial planners how to effectively communicate the value of their fee-only or fee-based Financial Practice or RIA Firm, not only will they grow their business, they will also be able to make great contributions to the stewardship of their clients.
Our financial advisor marketing program has been built directly from J.R's high performing Registered Investment Advisory Firm.
He has personally designed and used all of the financial planning seminar invitations, investment adviser seminar and direct-mail marketing materials, tools, and strategies to grow his assets under management by at least $20 million a year for the 4th consecutive year.
Over the past 9 years he has hosted hundreds of consumer seminars for thousands of residents in his local marketplace. After meeting with hundreds of prospective clients and seeing what the investment world has done with their money - it became very clear that he couldn't fix the problems alone.
If you're a financial advisor, perhaps you've seen it too.
Index annuities and life insurance clearly sold for just the giant commission. Elderly investors bamboozled into high commission and long surrender period products by salespeople preying on their fears.
Even hyperactive trading stockbrokers that clearly don't get that their age 70+ clients aren't 30 years old; and thus may not be suitable for their 100% stock trading habits.
Too many people get hurt while sleazy brokers and advisers get paid.
It doesn't have to be this way.
He is nearly done taking new clients - but doesn't want the message of ethical investment management and financial planning to stop.
The Solution...
Arming other established or up and coming fee-only and fee-based advisers that still have room on their calendars to meet with and help the millions of consumers who desperately need their assistance.
Ironically, these folks aren't financially destitute. Many are very high net worth prospects. And thus, it can be a very rewarding relationship.
If you want to help people and get on the fast track to managing $100 million or more of investment assets...
This is where you'll find the solutions.
Unlike other adviser marketing companies who force broker/dealer changes, annuity sales and contractual commitments, our material is a direct bi-product of the J.R.'shighly successful fee-only financial planning and asset management firm.
The marketing materials and strategies comprise of everything that he has personally used to gather over $20,000,000.00 each year in new client assets under management for his firm.
One of the major keys that allowed him to grow his financial practice at such a substantial rate is Effective Marketing , specifically his life long commitment to studying and perfecting the art of seminar marketing for financial advisors.
Without a strong marketing plan many financial planners feel forced to sell only high-commission products, which leads to a very powerful addiction; the addiction to making easy money at the expense of the investor.
We believe that financial planners and investment advisers should be determined to give the best financial advice for their clients and to not fall into the trap of greed and dishonesty.
We aim to help financial advisors find monetary success by doing what is most advantageous for their clients.
Through effective financial advisor seminar marketing, direct mail marketing and client contact; Advisor Marketing Systems' customers will have a steady stream of interested and highly qualified prospects and future clients.
Advisor Marketing Systems advocates fee-based or fee-only services that will:
Enable financial planners and investment advisers to create strong bonds with a select group of clientele in mutually rewarding relationships.
Rather than being just another salesperson, advisors who implement our methods and strategies will be free from "selling" forever and allowed to truly Thrive.