Communicate with your clients regularly with newsletters, special reports, surveys, and more
ProductsSolutions for prospecting, retention, and brandingAs a financial professional, you need a marketing partner that can assist you with lead generation programs, business ideas, retention strategies, and branding. That's where we come in. See our full library of products.
Strengthen your financial marketing
knowledge with Emerald's Training Programs
Cutting-edge Advisor Web sites
that brand your financial business
Innovative Agent Web sites that
brand your insurance agency
The most effective prospecting method to quickly build your book of business
All the tools you need to plan, promote, present, and follow up on a successful worksite prospecting program
Systems to allow advisors to participate as instructors for public schools, community colleges, and Universities
A variety of seminar systems designed to serve a specific niche market
Fill your seminar seats with qualified prospects
using high-class Wedding style invitations
A variety of brochures designed to promote your seminars conducted at educational institutions
Reach qualified prospects in your community
with Lead Generation postcards
Keep in touch with your clients and prospects
with a target-specific newsletter
Timely market commentaries that inform your clients and
prospects about an important financial event
Remember your clients by sending
them a personalized card
Receive valuable feedback from your clients
on a variety of financial subjects
Educational articles that focus on a specific financial product or product strategy
Update your clients about the Patient Protection and Affordable Care Act
Targeted financial marketing concepts
ready to send to your client's inbox
Four-page publication that drills down on
the management of an IRA and current economic trends
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