Marketing

We provide marketing services to the largest financial advisor community in the industry. We white-label e-blasts, video-blasts and targeted newsletters for our clients. Distribute your firm’s video, research, thought leadership, new product launches, product updates, and other content to our audience of over 350,000+ opt-in financial advisors.

Email Design

We create custom email campaigns designed to fit your brand and messaging.

Targeting

We identify ideal advisor segments, and execute white-labeled e-blasts for you.

Advisor Leads

We drive advisor leads and connect them with your content, research and sales teams.

Campaign Audience & Statistics

350k

Average Reach

8-10%

Average Open Rate

10-15%

Click Through Rate (CTR)

Video

We produce and distribute short video interviews with top industry leaders. Contact us about our next press event.

Sample Interviews:

Jon Beatty,
Chief Operating Officer, Schwab Advisor Services

Mike Hunstad, PhD,
Chief Investment Officer – Global Equities, Northern Trust Asset Management

Michelle Fuller,
SVP, Head of ETF and RIA Distribution, John Hancock

Danielle Poli, Co-Portfolio Manager, Oaktree Diversified Income Fund, Brookfield Oaktree Wealth Solutions

Kol Estreicher, Regional Vice President, ETF Investment Specialist, VanEck

Peter Lazaroff,
Co-Chief Investment Officer, Plancorp

Ron Carson,
Founder & CEO,
Carson Group

Hollie Fagan, Head of RIA & Retail Investor Platforms, BlackRock

Kevin O’Leary,
Chairman, O’Shares ETF Investments

RIA Channel

RIA Channel, our sister site, offers advertising opportunities via a weekly newsletter as well as content marketing opportunities with micro sites featuring your blogs, white papers, and market outlooks. For more information and a media kit, contact us.