Advisor BriefcaseAdvisor Briefcase

In a financial industry that is constantly changing, the one thing that remains the same is your commitment to giving clients your best. Advisor Briefcase® is designed to stimulate client-advisor communication and jump-start the conversations that improve financial advice. Stay front and center of a premium client experience with the Advisor Briefcase marketing communications tool, which allows you to use valuable, professional and personalized material to communicate with the right clients at the right time with just one click.

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You are what you send. Are you sending your best?

Changes in marketing for advisors

The adoption of content marketing continues to experience year-over-year growth, and it has proven to be a successful means of communication across a variety of industries (including financial services). Well planned and executed content strategies can yield powerful results as one looks to deepen relationships with current customers and develop prospects. Becoming a priority for your clients and prospects is not easy; nonetheless, it is powerful – keeping you top of mind. It can be achieved by consistently delivering focused, valuable content that positions you as a trusted advisor.

Read more about client communication on our blog.

Advisor Briefcase

Targeted, accessible, and automated client communication

Spend more time in front of current and prospective clients by letting the Advisor Briefcase distribution calendar take care of manual processes such as sending the emails. Communicate with clients based on interest, investment style, life stage, or any other characteristic and send content specific to their financial needs and goals. Then, use our mobile site to follow up with clients within minutes, no matter where you are.

Ensure compliance with FINRA-reviewed documents

Our FINRA-reviewed articles, newsletters, infographics and presentations created by a dedicated team of writers, designers, editors, CFP®s, and CFAs provide objective information, while you manage the client relationship. By keeping clients informed and educated, you take your client experience to the next level, leading to higher retention rates and more potential for referrals.

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advisor briefcase illustration FINRA

Measure success with tangible ROI

Only 46 percent of advisors can track their communication efforts (FPA Research and Practice Institute™, 2014).

When growing a successful business, it is important to differentiate. Many advisors believe that with the right tool, the right office, or the right approach they can stand out from the crowd and provide the best possible service. Advisor Briefcase was built to turn clients into differentiators for success. Smarter clients are better able to recognize opportunity, seek guidance, and follow long-term plans. Only when clients begin to understand the importance of financial advice can they truly understand the value of their financial advisor.

Elite training and support

Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our tools the way that best fits your business, but support does not stop with training – we will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success through implementation and beyond.

Data security and compliance

Your client data is your most important asset – accept nothing less than the best protection for it.

Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems (“ISMS”). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:

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  • Powerful physical security
  • Multi-point network security structure
  • Strict administrative security
  • Formal incident management policy
You are what you send whitepaper cover

You are what you send

Download our whitepaper to learn more improving your client communication strategy.

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