BRAND MANAGEMENT

Advisor Channel Marketing

A marketing services that aligns Advisors, Asset Managers, and Clients.
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Advisor Channel Marketing

Rather than sending clients generic articles or general market updates, Channel Marketing delivers relevant content, tailored to clients’ unique interests and allocations.

Axxcess curates content based on advisor and client interests and investment profiles, streamlining the content delivery process across client portal, email, blog, and social media channels.
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MARKETING STRATEGY

Marketing is necessary of any business, and RIAs are no different, but implementing an effective marketing strategy is highly resource dependent. It requires people, time, and money to implement any strategy successfully. Allow our experts to strategize a marketing campaign tailored to your needs.

MESSAGE AND MEASURE

We offer comprehensive analytics for each of our marketing channels. Analytics allow you to measure your campaign efficacy, and make changes when needed. You can measure the response to marketing tactics in real time by reviewing client and prospect engagement metrics.

TARGET AND TAKE ACTION

Progress towards your overall goals, including growth and retention, require specific, attainable, and measurable, actions. Channel Marketing allows you to deliver the most relevant content by targeting your clients specifically, along with further client segmentation opportunities.

CURATED CONTENT

What truly makes Channel Marketing unique is the curated content and streamlined delivery process. The purpose of Channel Marketing is to align the niche values of our managers with the advisors and clients in search of them. Let Axxcess do the work of targeting and segmenting your audience and content for you.
Client Email communication
social media management
Blog posting management
my insights library

ADVISOR CHANNEL MARKETING SERVICES

Client Email Communication

Offload your client communications by selecting your asset managers and topics of interest during enrollment. This allows our marketing professionals to select engaging content for your clients, on your behalf. 

Add your own personal statement, or have our Editor - Bryan Goligoski - ghost write one for you. All client communications are sent from your custom branded template and Advisor email domain.

ADVISOR CHANNEL MARKETING SERVICES

Social Media Posting

Allow our marketing team to manage your business social media accounts on your behalf, with your choice of content. Our team will ensure all social posts are compliance approved, posted in your desired cadence and format. 

ADVISOR channel marketing services

Blog Posting Management

Channel your content across all platforms by posting your recent client communications and timely insights to your website's blog. No need to learn wordpress, our marketing team will automatically update your blog when a new a client communication is ready. 

ADVISOR channel marketing services

My Insights Library

Our marketing team will use the asset managers, strategies, and topics selected in your enrollment form to pre-curate your 'My Insight' library to align with your clients' interests and allocations. 

From within the Insight Library you can select the content you'd like to include in your client email, social media post, or blog post. Simply select the content you would like included, and our marketing and compliance teams will be notified of your requests. 

Brand Creation Services

WEBSITE DESIGN

Work with our design team to build a website from scratch or re-breand your current site.

LOGO DESIGN

Create a logo from scratch or modify an existing logo with our design team.

press release

Ghost write press releases about new developments within your firm.

branded brochures

White label any of our Axxcess marketing collateral to market your firm to Advisors.

branded email templates

Brand ready-to-use email templates for your client or prospective communications.

BUSINESS CARDS

Have our design team update an existing design, or create a new one.

Brand Extension Services

LEAD NURTURE CAMPAIGN

Build and monitor a custom multi-part, segmented, lead-nurture recruiting campaign.
*Axxcess does not provide Advisors with leads. Advisor must source their own leads for any lead nurturing/targeting.

DIGITAL ADVERTISING

Design a targeted digital ad campaign for Google Ads, or the platform of your choice.

press release

Ghost write press releases about new developments within your firm.

branded brochures

White label any of our Axxcess marketing collateral to market your firm to Advisors.

branded email templates

Brand ready-to-use email templates for your client or prospective communications.

ANALYTICS TRACKING

Monitor your efficacy and ROI through our comprehensive analytics tracking.
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BRAND MANAGEMENT

Asset Manager 
Channel Marketing

A marketing services that aligns Advisors, Asset Managers, and Clients.
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MAKE A DEEPER IMPRESSION WITH 

Asset Manager Channel Marketing

Channel Marketing combines Advisor communication with the engaging, relevant insights, forecasts, podcasts, and videos produced by our asset managers, deliverable to our Advisors clients directly via their client portal, email newsletter, blog post, social media and more. Channel Marketing elevates the Advisor’s communications strategy. Rather than sending their clients generic articles or general market updates, Channel Marketing delivers relevant content to their clients that is unique to their interests and allocations.
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ECOSYSTEM OF HNW ADVISORS

The Axxcess Platform is a TAMP that almost exclusively serves high net worth advisors and their clients. Axxcess currently has 260+ Advisors on our platform, amounting to thousands of HNW clients.

CAPTIVE AUDIENCE

Axxcess Wealth Management has a base of almost 300 high net worth advisors and staff, with thousands of wealthy clients. We know where their eyes are so we are able to market to them more efficiently.

EXISTING 
RELATIONSHIPS

Since our inception in 2013, Axxcess has maintained enduring relationships with our Advisors and their clients. So when they receive emails from our domain, they are significantly more likely to open them.

CURATED CONTENT

What truly makes Channel Marketing unique, is it’s curation. The purpose of Channel Marketing is to align the niche values of our Managers with the Advisors and clients in search of them. Let Axxcess do the work of targeting your audience for you.16

Brand Extension Services

INSIGHT LIBRARY

Inclusion in the Axxcess Hub Manager Insight Library, available to our base of Advisors. Insight Library inclusion will automatically upload your new insights directly into the Advisors’ My Insight Library, on a weekly basis. These insights are then used in both Advisor newsletters to clients, and Axxcess newsletters to advisors, amplifying your message across our company.

PODCAST INTERVIEW

Conduct a podcast style interview with one of our Axxcess Team Members to showcase your firm and strategies. Axxcess TV Podcast Interviews are posted on the Axxcess Hub and will be one of the first things Advisors see when they login to our Advisor-only website. Axxcess TV Podcasts will also be incorporated into Axxcess’s marketing material to Advisors.

SPOTLIGHT EMAIL

Manager Spotlight Emails sent to our base of HNW Advisors. Work with our design team to create an eye-catching email campaign to be sent to the 300 Advisors and staff Axxcess supports. Manager Spotlight emails allow you to showcase your firm and fund information, packaged in a digestible email sent from an email the Advisor trusts.

DIGITAL ADVERTISING

Digital Ads space on the Axxcess public facing AND Advisor-only websites. Either run an existing advertisement, or work with our design team to create one to be ran on the home page of each website. Link your digital ad to whatever page you prefer and start advertising directly to HNW advisors.
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CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.

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