The FSB team has a combined 100 years+ experience marketing and selling financial services products. We use that experience and proven insights to work with Financial Advisors and Financial Services companies to enhance their sales results through digital marketing using industry strategies.

FSB has partnered with Advisorstream to create a unique version of their powerful automated marketing platform for financial advisors.  This platform allows you to leverage fully-licensed content to create strong client and prospect engagement. 

FSB has added our insurance focused content, marketing email templates and extensive industry experience to help you start the conversation with your clients, prospects and referral sources using our content marketing strategies.

FSB Powered by Advisorstream is only available through FSB Content Marketing.

Please use the special links provided upon signup.

Watch our on demand webinar.

Key Features of FSB Powered by Advisorstream

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  • Extensive 3rd party and FSB insurance content library
  • Create a library of your own content
  • Update LinkedIn, Facebook, Twitter and your website with a push of a button
  • Use our curated newsletters or build your own within minutes
  • Pre-written email templates to make your marketing easier than ever
  • Automated social posting and scheduler
  • Unique branded landing page that does not link away when your content is shared
  • Easy to understand reporting
  • Compliance Dashboard upon request
  • Ongoing Support and Training from the FSB team

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FSB CONTENT MARKETING POWERED BY ADVISOR STREAM

BASIC + WEEKLY MANAGEMENT

$249 / PER MONTH

FSB CONTENT MARKETING POWERED BY ADVISOR STREAM

BASIC + WEBSITE PLAN

$219 / PER MONTH

+ $399 SETUP FEE

FSB has partnered with Advisorstream to create a unique version of their powerful automated marketing platform for financial advisors.  This platform allows you to leverage fully-licensed content to create strong client and prospect engagement. 

FSB has added our insurance focused content, marketing email templates and extensive industry experience to help you start the conversation with your clients, prospects and referral sources using our content marketing strategies.

FSB Powered by Advisorstream is only available through FSB Content Marketing.

Please use the special links provided upon signup.

Watch our on demand webinar.

Key Features of FSB Powered by Advisorstream

.

  • Extensive 3rd party and FSB insurance content library
  • Create a library of your own content
  • Update LinkedIn, Facebook, Twitter and your website with a push of a button
  • Use our curated newsletters or build your own within minutes
  • Pre-written email templates to make your marketing easier than ever
  • Automated social posting and scheduler
  • Unique branded landing page that does not link away when your content is shared
  • Easy to understand reporting
  • Compliance Dashboard upon request
  • Ongoing Support and Training from the FSB team

.

FSB CONTENT MARKETING POWERED BY ADVISOR STREAM

BASIC + WEEKLY MANAGEMENT

$225 / PER MONTH

FSB CONTENT MARKETING POWERED BY ADVISOR STREAM

BASIC + WEBSITE PLAN

$195 / PER MONTH

+ $399 SETUP FEE

STRATEGY

The changing landscape in marketing has forced advisors out of their comfort zone.

  • There is a great deal of information coming at advisors about why they should leverage technology to build their brand through social, newsletters, email marketing and websites but not so much on how to do it without spending too much time and money.
  • We are industry professionals that use current technology and social selling methods and apply our industry experience to help you reach clients, prospects and referral sources in a more meaningful way.

Your professional image is always at the forefront of what we do.

CONTENT

FSB content is designed to help you start the sales conversation with your clients, prospects and referral sources.

  • Our program is unique to the Insurance Industry. Our team of experienced industry professionals write focused insurance content directed at your client audience on topics that match what they are most concerned about.
  • We include ready made marketing email templates directed at the client and accountant audiences.
  • We also provide you with an extensive library of relevant financial and topical based content from 3rd party publishers such as the New York Times, Wall Street Journal, Globe and Mail etc..

How we deliver this content is what sets us apart.

TECHNOLOGY

The FSB Powered by Advisorstream platform does most of the work for you!

  • Ability to post all this content as well as your own to your website and social with a push of a button and through branded newsletters and marketing email templates.
  • Curated a focused monthly newsletter that includes relevant financial based content to help you educate your clients easily on ideas you want to share with them.
  • Share all this licensed third party content in a branded landed page that does not link away from your brand.
  • Ingest your own proprietary content on to the platform
  • Create marketing email templates with pre-written messages that can be used for quick communications to clients and COIs?
  • Keep all your marketing communication in one easy to use platform
  • Track all this activity in a variety of easy to read reports that will tell you who is reading and sharing your content?

Can’t market because of compliance? No problem, we have that covered too.

  • Use our compliance dashboard for easy communication and approval with your compliance team.
Website design & maintenance

Our website design partners have 25 years of combined industry experience making the process of designing your website almost painless.

  • Website Powered by FSB Advisorstream
    • Content powered by FSB Content Marketing powered by AdvisorStream
    • Website maintenance by Financial Tech Tools including security
    • Backup and up to 2 changes per month
  • Managed Website
    • Annual content marketing plan
    • Monthly content
    • Video and Infographics
    • Website maintenance by Financial Tech Tools including security
    • Backup and up to 2 changes per month
    • Advisor web app on website

Contact us for a free website consultation

EMAIL CAMPAIGNS & Marketing

Managed Mailchimp Lead Generation

  • We customize and manage email marketing campaigns providing you with the content you need to be effective in your content marketing.

Contact us for a quotation based on your needs

SOCIAL OPTIMIZATION & branding

Our social and branding partners have decades of experience in both social marketing and advertising.

  • Social Optimization – Get your social accounts looking more professional with calls to action and strong profiles.
  • Logo and Branding – struggling to find the right look for your brand?  We offer you greatly discounted rates through our social partner companies.

Find out how our team can help you optimize your brand.

How Does Content Marketing Help You Create Opportunities With Clients, Prospects and Referral Sources

Improve Sales Results
Having a content marketing strategy will improve your sales results! It has been proven that consistent and thoughtful activity creates a lift in sales.  Inconsistent strategies lead to inconsistent results.  Content Marketing is a phenomenal opportunity for advisors to market widely in a cost effective way.
Strengthens Client Relationships
It’s all about relationships!  By regularly connecting with your clients in a meaningful way you will foster a relationship of trust.  Your clients will count on you to bring them ideas and strategies to help them meet their financial goals.  As well, they will know who to call when their needs change!
Starts the Sales Conversation
You can use Content Marketing to connect with hard to reach prospects and clients.  The content is designed to help them recognize a need they did not know they had.  Imagine your clients phoning you to begin the sales conversation.
Positions You as an Expert
By sharing relevant content on a consistent basis your clients will appreciate the value of the advice they receive from you. It will also give them a deeper understanding of the full extent of the services you provide.
Builds Credibility with Centres of Influence

Sharing content with your centres of influence will demonstrate your expertise in all areas of financial planning. Content Marketing is a powerful tool that enables you to showcase the breadth of your experience, enhancing your credibility with key centres of influence. ………………………………………………….

Generates Referrals
Do you dread asking for referrals? Well, you are not alone. Content Marketing is a great way for your clients and centres of influence to introduce you to their family, colleagues and associates. It is easy (and encouraged) to use the share buttons at the bottom of each article. Don’t stop there. Ask your clients if anyone they know would benefit from the information you send them. It’s a gentle way to ask for referrals!
Integrates With Your Social Strategy
Getting the most out of social media requires sharing relevant information. Our content and technology makes it easy to have a steady stream of content to share on all your platforms with a push of a button. The dynamic combination of FSB Content Marketing Powered by Advisorstream could be just what you’ve been waiting for to take your business to the next level.
Improves Client Financial Literacy
As a financial advisor, you play a key role in supporting your clients’ financial literacy. When clients understand the available solutions they are in a better position to make decisions to move forward.

Our Services

FSB Powered by AdvisorStream – Content You Could be Sharing to Your Clients

Contact Us

Roneen Shaffer: 604-816-8556 info@fsbcontentmarketing.com