Let your prospects and clients know that you provide an engaging and referable experience.
Marketing Kit
Curious how the Marketing Kit contents will look? Check out this sample advisor website!
Click below to implement our marketing materials to tell your client-facing story.
Included in our kit
Asset-Map Flyer (in various formats including .ai and others).
*.ai files are used to add your logo or other information by your printing professional
Approved Asset-Map Logos and design systems
Asset-Map Poster
Social Media content
Engagement email ideas
As always, please ensure that you address any compliance requirements with your compliance department.
Consumer Asset-Map Video with Your Brand
Make an impact on your website with custom branded videos. Our consumer video is available in a few iterations:
As an embed code for your web page for all subscribers who wish a non-branded commercial. We host the unbranded video and supply you with the code for your web page developer to add to your website.
Learn more here: Marketing your practice
⭐Are you an Elite subscriber? Great! Elite subscribers have so many advantages.
Submit your request for your no-cost branded consumer video 👉 on this page.
For non-Elite subscribers, you will receive a downloadable branded file. After purchasing the desired branded video we provide you with the video file. You upload the file to your preferred web hosting platform and have your web developer link it to your web page.
For non-Elite subscribers, please use the following links to view and select from our two versions:
Monthly Marketing Webinar
You're invited to join us for our monthly marketing webinar on the first Monday of the month. We'll cover features, tips, and tricks that advisors like you use to showcase the Asset-Map process! 👉 Register today!
Or watch a previous webinar here.
Tags: consumer, advertise, advertising, handouts, flyers, web, website, brochure
3/2025