Marketing Support

Our talented professionals and award-winning* tools help you meet your marketing goals.


Our mission is to help you create thoughtful marketing plans leveraging our vast expertise, collaboration with other successful advisors and industry best practices. We consider everything from resource constraints to the attributes of your niche market during the planning process. The result is a marketing campaign that is actionable, measureable and meets your specific goals. Whether you’re looking to refresh your brand, update your website, incorporate social media into your activities or identify “surprise and delight” opportunities, think of us as your source for marketing strategy.

MarketingCentral by Cetera®

Deepen client relationships and grow your business with MarketingCentral, a comprehensive platform designed for your marketing needs. With MarketingCentral, you can easily execute email campaigns, post to social media, host events, send greeting cards, print branded materials, utilize presentations, and build customized marketing communications from a library of pre-approved, ready-to-send content. As the next evolution of Connect2Clients®, MarketingCentral makes it simple to engage with clients and prospects across multiple channels.

Email & Greeting Card Tool

​Build Trust and Spark Meaningful Conversations

Initiate smart marketing strategies that are simple and scalable. We make it easy to segment your contacts and connect with elegant, meaningful messages. Everything is packaged in your branding with the option to customize. Enjoy the convenience of a direct sync with Redtail, a built-in compliance approval process, advanced reporting and more!

Social Media Scheduler

Connect, Comply, and Close More Business

Build your business through social media marketing with the Social Media Scheduler. Regularly scheduled pre-approved posts for Facebook, LinkedIn and Twitter are provided and delivered automatically. Posts link to compelling content such as motion-graphic videos, articles and calculators.


Interactive Features Generate New Business

FMG Websites are loaded with “sticky” elements that draw prospects back for more. Eye-catching visuals, entertaining videos, informative online presentations, an optional personal message from you, and content that really matters. It’s more than a website—it’s an interactive experience that builds your client base and generates new referrals.

Advisor Testimonial

There is nothing else I know of that delivers quality compliant messages that are meaningful and easily delivered.

Dan Chen DC Strategies, Owner and Sole Principal

*Connect2Clients was selected as the 2014 Advisory Solutions Marketing Program of the Year by the members of the Money Management Institute.

Back to Our Differences