New Content to Marketing Advantage

This content has been recently added or updated in Marketing Advantage. Click on the links below to access new content or find it in the “New and Timely” content collection. To see the content included in the Quarter 2: Quarterly Marketing Content Planner, check out the individual monthly content collections.

Email Content

• Tax Time: Tips to Cut Your Bill
• Beneficiary Review Letter to Clients
• Short-Term Treasury Ladder Client Email
• AssetMark 2023 Pocket Tax Guide

Social Content

• 401k Rollover Options
• Earth Day Social Posts
• Women and Investing

Campaigns & Downloadable Content

• AssetMark WealthBuilder^SM Prospecting Marketing Campaign

Marketing Resource Spotlight

• Quarter 2 - Quarterly Marketing Content Planner: We take the guesswork out of planning your marketing efforts. This planner lays out strategy, event ideas, timely events, and content suggestions each month, making sending timely and targeted content easy. Register for the upcoming webinar below to learn how to use it best and simplify your marketing!
  
  
• Contact Segmentation Suggestions: This resource suggests different segmentation options to customize and target your client communications.
• Marketing Event Manager: Use this tool to help plan your Marketing events and determine the return on your investment for the event.

Marketing Advantage Platform Updates

There’s an App for that!

Have you downloaded the FMG/Marketing Advantage mobile app to make pushing out timely content even easier? With the mobile app, you can access compliance-friendly, personalized, and AI-driven content to share across email and social media with a click of a button. See at-a-glance what you have scheduled to send, pending compliance, or have already sent. You can also easily check how you are doing with real-time analytics on open rates and engagement to help you assess what is working to adjust your strategy if needed. Search for “FMG – Expert Advisor Marketing” in your app store to download.

Market Commentary is Queued and Ready to Send

Marketing Advantage makes it easy to send customized publications like "On The Mark" to your contacts in seconds. All content is loaded into Marketing Advantage immediately, packaged with your logo and contact information, and runs through an automatic compliance dashboard for easier and quicker compliance review.

This 2-minute video walks through how you can send "On The Mark" straight from Marketing Advantage.

Have a content or resource request? Submit here

Questions? Contact advisormarketing@assetmark.com