Marketing Resource Spotlight

• Quarter 3 - 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.
  
  
• AssetMark Trust Cash Advantage Lending^SM Marketing Campaign Guide: The AssetMark Trust Cash Advantage Marketing Campaign Guide provides strategy and content to proactively inform clients of securities-backed lines of credit (SBLOC) options which can be an opportunity to bring value to the client experience and promote positive interaction, often in a market that otherwise fosters difficult conversations. Additionally, informing clients and prospective clients about alternative liquidity options can be a competitive advantage, as many advisors overlook this critical component of holistic wealth planning.
• Content Marketing Strategy Toolkit: Advisors that send targeted and customized content leverage one of the most cost-effective strategies to increase client retention and generate new business. This toolkit contains valuable information to create stellar content, disseminate it to the right people, and how to repurpose content to create efficiencies and maximize your ROI.

Marketing Advantage Platform Updates

Are you currently using video to connect with clients? If not, you should!

Last year, a whopping 82% of global internet traffic came from video! Did you know you can use custom videos within Marketing Advantage to elevate your client communication? You can embed video directly into emails or drive to video hosting sites such as BombBomb, YouTube, or Vidyard.

Check out some great ideas on video messaging in this video from Rico Casares, Director of Business Consulting, who outlines different ways to use video to communicate with clients and prospects.

Additionally, the July 11 Marketing Advantage webinar “3 Compelling Ways to Use Video in Marketing Advantage” will dive into how to use video within the platform!

Take Advantage of Your Advisor Benefits!

As part of the Advisor Benefits program, you can access many tools and resources—including Marketing Advantage upgrades at no cost.

Check out the Dashboard to learn more about the benefits program, understand your status, and take advantage of the no-cost Marketing Advantage upgrade benefits.

For additional questions about the Advisor Benefits program, contact the Advisor Benefits team at AdvisorBenefits@assetmark.com.

Have a content or resource request? Submit here

Questions? Contact advisormarketing@assetmark.com