AdvisorStream is an industry-leading automated marketing platform
Financial Services Case Studies and Success Stories with AdvisorStream
CASE STUDY Raymond Henri
AdvisorStream helps Raymond Henri stay in touch with clients and prospects every week. He struggled to find time for client communications and faced compliance challenges. AdvisorStream creates and a...pproves his branded enewsletter, saving him time and reducing compliance hassles. His clients enjoy the content and engagement is higher than industry average. The service lets him focus on client service while keeping communication strong.
Nick Dell’Aquila wanted to educate his clients and reinforce his brand. He tried workshops and direct mail but did not see good results. He used AdvisorStream to send automated, branded newsletters t...o clients and prospects. In just a few months, he converted three new accounts worth nearly $300,000. He also saw $155,000 invested from a new lead, a $100,000 annuity purchase, and a $28,000 IRA rollover from clients engaging with his newsletter.
Mandeville Advisors wanted to improve their digital marketing. They started using digital marketing tools. They saw real results from these efforts. The case shows how digital marketing helped them.
AdvisorStream helped Scott Eckart solve his challenge of sending branded, compliant newsletters to clients. He needed a way to automate communications and provide engaging, relevant content. AdvisorS...tream's platform automated his marketing and made it easy to share content across social media and email. The solution saved him hours of work and improved his brand. Within 6-7 months, he gained 5 new prospects from his social media posts.
Justin Manning is an advisor who wanted to build brand awareness and engage clients. He struggled because he did not have time or resources to create quality materials. He started using AdvisorStream... for its easy-to-use content and automation. The platform helped him share high-quality content daily on social media. He saw more engagement, especially on LinkedIn, and learned what content his network liked. AdvisorStream made it easy for him to grow his brand and connect with clients.
Ivan Illán used AdvisorStream to improve how he connects with clients. The platform helped him make client engagement easier. It also allowed him to give each client a more personal experience. The s...tory shows how AdvisorStream can help financial advisors work better with their clients.
Gleb Troubetskoi was spending too much time creating his own content and only sharing a few posts each week. He was not seeing good results and was losing time he could use to help clients. AdvisorSt...ream helped him reconnect with old contacts and prospects. He closed a $650,000 account with a prospect who had been undecided for months. He now posts more often and gets more clicks and leads from social media. The weekly newsletter saves him hours and keeps him in touch with clients and prospects.
CASE STUDY Colin Duncanson, Coastal Community Private Wealth Group
Colin Duncanson needed a way to find new clients and stay relevant without spending hours on newsletters. He used AdvisorStream to automate his marketing tasks. This saved him time and let him focus ...more on his clients. The content from AdvisorStream helped him stand out and keep in touch with clients. His clients liked the newsletters and saw him as more professional. AdvisorStream helped his firm succeed with less effort.
Rob Eby wanted to spend more time advising clients and less time on marketing tasks. He found it hard to create effective and consistent communications and struggled to find relevant, compliant conte...nt. AdvisorStream helped him by automating his marketing, delivering fresh content to his social media and weekly e-newsletters to clients. This saved him a lot of time and let him focus on building client relationships. He says the content is engaging and helps him look well informed to his clients.
Marguerita Cheng needed a better way to engage and communicate with her clients. Other marketing platforms were hard to use and did not help her connect with clients. She started using AdvisorStream ...in early 2017. The platform was easy to use and helped her send newsletters and social media posts quickly. She saw more interaction on social media, including one post with 1000 likes and others that led to new leads. AdvisorStream helped her understand her clients better and build stronger relationships.
Insurance Case Studies and Success Stories with AdvisorStream
CASE STUDY Roy Snarr
AdvisorStream helps Roy Snarr, a life insurance and annuity professional, communicate with clients. He uses AdvisorStream’s weekly preformatted newsletter to reach clients and prospects. The system a...utomates outreach, saving him time. This builds his credibility and helps him close more business. He reports tangible results since joining in 2017.
Other Industry Case Studies and Success Stories with AdvisorStream
CASE STUDY Parker Pellegini
Parker Pellegini used AdvisorStream to get valuable content. This content helped increase engagement rates by a lot. The case shows that AdvisorStream can help users get more people to interact with ...their content. No specific numbers or detailed results are given in the content.
Pamela Castanon used AdvisorStream to improve her client experience. The platform helped her create a more personalized approach for her clients. This led to real business benefits for her. The case ...highlights how AdvisorStream can make a difference for advisors. No specific numbers or detailed results are mentioned.
