What We Offer: Marketing

From social media content to preapproved direct mail campaigns, our Four-Corner Marketing tool provides easy access to everything you need to market your business.

PROFESSIONAL MARKETING ASSISTANCE IS JUST A CLICK AWAY

Client Communications
Building the relationships that matter

Take advantage of preapproved materials to help you nurture the relationships your business depends on, including:

  • Letters, seminar invitations, and brochures
  • White papers and market commentary
  • Website, e-mail, and social media content
  • Product sponsor materials
  • Customizable WealthMAP® materials on everything from estate planning to insurance to retirement income planning
Social Media
Finding new clients

Grow your business with a full range of expert communications—from customizable brochures that are logo-ready to letters and seminar invitations to other marketing materials that will make your practice stand out. And let us help you take advantage of social media to extend your reach and your influence. We offer:

  • Letters, seminar invitations, and brochures
  • White papers and market commentary
  • Website, e-mail, and social media content
  • Direct mail campaigns
  • Product sponsor materials
  • Guidance and materials on asking for referrals
Build Your Brand
Enhance and deepen your brand

Turn to our online resources for:

  • The essentials of creating a brand strategy, defining your difference, and assessing your present image and messaging
  • Guidelines for using graphic standards to build consistency, as well as templates for white papers and PowerPoint presentations
  • References for developing and effectively using websites, e-mail, and social media
  • Public relations guidance on everything from how to get free publicity to writing a professional biography
Enhance your success by extending your reach

One of the best ways to build your business and gain access to new clients is to develop a networking alliance with associated professionals. Not only will your business grow through referrals, but you also will be able to provide better service for your clients by introducing them to other professionals who meet your high standards, when appropriate.

The Commonwealth Alliance Program (CAP) allows other professionals to receive compensation for referring investment advisory clients to Investment Adviser Representatives of Commonwealth.