Products

Solutions for prospecting, retention, and branding

As 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.

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Cutting-edge Advisor websites that brand your financial business
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Innovative Agent websites that brand your insurance agency
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Targeted financial marketing concepts ready to be emailed to your clients
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Increase your website’s visibility and be registered on search engines and local directories.
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Build relationships and stay connected by sharing your financial messages with SocialSpeaks
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Present hour-long seminars on a variety of specific financial topics
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Quickly build your book of business with our free dining event seminar on developing a plan for retirement
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All the tools you need to plan, promote, present, and follow up on a successful worksite prospecting program
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Systems to allow advisors to participate as instructors for public schools, community colleges, and Universities
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Fill your seminar seats with qualified prospects using high-class Wedding style invitations
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An assortment of tri-fold mailers and 8-page booklets designed to generate interest for your seminar
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Reach qualified prospects in your community with Lead Generation postcards
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Communicate with your clients regularly with newsletters, special reports, surveys, and more
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Keep in touch with your clients and prospects with a target-specific newsletter
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Four-page, retirement-focused publication that drills down on the management of an IRA
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Timely market commentaries that inform your clients and prospects about an important financial event
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Two-page publication that focuses on important tax-related legislation, strategies, and other key information.
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Four-color tri-fold that you can give to your clients and prospects as a quick reference to 2016 tax changes
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Educational articles that focus on a specific financial product or product strategy
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Receive valuable feedback from your clients on a variety of financial subjects
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Educate clients about key topics that will affect their financial future
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Remember your clients by sending them a personalized card
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Strengthen your financial marketing knowledge with Emerald’s Training Programs
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