advisordeck welcome webinar

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Vision

Every financial professional is an effective online marketer.

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We Merge

Marketing tech

Engaging content

Compliance

Expert guidance

Ease of use

Who We AreSan Francisco, California

Leadership & backing

DerrickCTO

ChristineMarketing Specialist

CameronCo-Founder

Wade Dokken• Co-Founder,

WealthVest Marketing

• Fmr. CEO American Skandia

Lincoln Collins• Co-Founder,

WealthVest Marketing

• Fmr. CEO The Hartford Europe

• Fmr. COO American Skandia

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PLATFORMRIAs, Agents, Registered Reps

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Key Platform Features•Marketing dashboard• Turnkey website and blogging• Social media management• Campaign builder•User tracking• Voice call tracking (roadmap)• PURL tracking (roadmap)• Email tracking (roadmap)

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Your Agenda (Coming Soon)

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Message Management

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Content Library

Content

Technology

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ENTERPRISEBroker-Dealers, IMOs, Publishers, Marketing Groups

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Solutions• Account Management• For: Carriers, Broker-Dealers, marketing groups• Provision and maintain accounts in the Enterprise

• Marketing• For: Publishers, marketing groups, consultants• Build marketing programs of content and services

delivering automated marketing support

• Compliance (roadmap)• For: Broker-Dealers, compliance officers• Pre- and Post-Review published content

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Enterprise Content Marketing

Receive

Route

Approve

Build Enterprise

Account

Channel Channel

Account

Channel Channel

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Account Management

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DEMO

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Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? support@advisordeck.com

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QUESTIONS