Marketing & Lead Generation
for Financial Advisors
Move the needle with marketing specifically for financial advisors.
Proven Client Acquisition Program
Carson has invested millions in a lead-generation program to rival what the custodians provide. With our Client Acquisition Program, you’ll spend your time doing what’s important… and we’ll spend the money on national digital marketing to find leads. The end result? Warm, qualified prospects on your calendar. All you have to do is show up!
How the Client Acquisition Program works
STEP 1 Proven Marketing
Carson invests millions in digital marketing that we’ve refined with some of the world’s leading performance marketing consultants. That means no more digital marketing guess work!
STEP 3 You Take It From Here!
Qualified leads delivered straight to your team so you can focus on providing value to your clients… and onboarding new ones.
The Advisor’s Guide to Effective Marketing
Learn about our latest and greatest insights on marketing, with an advisor’s perspective.
Brand-Building Marketing Support
Some advisors love doing their own marketing. Others? Not so much. Whichever camp you fall in, you’ll get the right marketing program to support your efforts. Want us to do it all? Sure! Just need us to bolster what you’re currently doing? That’s OK too. When you have access to the most complete marketing offering in the industry, it’s easy to find just what you need.
Powerhouse Website
First impressions matter – and your new website is optimized for search and mobile. It’s designed to help new prospects find you and and make the right first impression.
Personalized Brand Support
On day one of your partnership with Carson, you’ll have access to branded marketing materials and client swag.
Marketing Automation
From birthday emails to lead nurturing, save time and energy by automating your marketing with Carson’s proprietary automation system.
Annual Marketing Plan
Each year, you receive a robust plan outlining everything Carson Marketing will do on your behalf. Even if you do no other marketing, you’ll have a solid foundation in place.
What Gets Measured Gets Managed
Retail magnate John Wanamaker said years ago: “Half of the money I spend on advertising is wasted…I just don’t know which half.” Well times have changed. We know more about the effectiveness of our marketing than ever before.
Introducing Marketing Monitor
As a Carson Partner, you’ll know exactly what’s working. We’ll feed all of your marketing efforts – whether we’re managing them or not – into one simple set of dashboards, so you can measure the success of every channel and campaign.
With Marketing Monitor, you can track:
- Website traffic and conversions
- Social media engagement
- Digital ad effectiveness
- Podcast and webinar downloads
- Search engine optimization performance
Metrics That Matter
Marketing analytics can be overwhelming. That’s why Marketing Monitor only includes the most meaningful, actionable numbers.
One Set of Dashboards
No more jumping from platform to platform to figure out how your marketing is doing. Marketing Monitor has all the data you need.
Built by Data Experts
Your dashboards are built by a team of data scientists, so you’ll have all your data, accurately and beautifully displayed.
Advisor Marketing Materials on Demand
Self-Service Marketing Library
Your Marketing Library comes equipped with hundreds of compliance-approved marketing materials – with new resources added every week. And every piece can be branded for your firm.
Materials include:
- Presentations for webinars and in-person events
- Marketing playbooks for every strategy
- Hot topic educational materials for your clients
- Blog content
- Email and script content
- Event invitations
- New client and prospect packets
- Social media posts
Done-For-You Advisor Marketing Materials
On-Trend Content Readily Available
Your Carson Marketing team creates content on your behalf so you don’t have to do it yourself or hire a marketing agency for every little thing.
Content includes:
- Lead-capturing calculators & tools on your website
- Weekly blogs & market commentary broadcast directly to your site
- Monthly all-client webinars
- Weekly client newsletter
- Optional social media posting on your behalf
- Custom ads, billboards, signs and more
Marketing Insights
Elevate Your Marketing
Think of all the resources you’ve poured into marketing efforts that yield little to no impact. Those days are over. Discover how you can tap into Carson’s lead generation and marketing capabilities today.
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